Areas of Expertise and Services offered
IFS provides specialist financial planning services to clients. A financial plan is drawn up aligning the plan with the specific clients’ budget, financial position, goals and objectives.
In this financial planning process, IFS specialises in providing the following services to its clients:
SME Retirement Funds
The need for SME’s to ensure that their employees are providing for retirement and essential financial risks, are ever growing. IFS provide structured retirement funds, consisting out of an extensive selection of products, built specifically to ensure that each SME’s individual needs are entirely covered.
The investment philosophy of IFS centres on the fact that the economy goes through different cycles. IFS specialises in active management via allocation to different asset classes during different economic cycles. IFS makes use of the following investment tools to get exposure for our clients to different asset classes:
- Unit trust investments
IFS continually scrutinize the market’s leading unit trusts to ensure our clients with maximum return and minimum expenses according to their specific risk appetite.
- Discretionary Investments
The portfolio managers of IFS may also personally manage the client’s portfolio, implementing their widespread experience to achieve the client’s long term investment objectives.
Through compiling a client-specific financial plan, we strive to ensure that each client makes adequate provision to be able to retire, as well as to reach his/her long term financial objectives.
Long Term Financial Insurance
Every professional has the risk of obtaining injury, causing him/her to be unable to provide for him/herself as well as any dependants. With a comprehensive risk analysis we provide our clients with peace of mind in an uncertain future.
Providing our clients with a custom-made estate plan to guarantee that his/her dependants are adequately cared for and that the client’s will can be adhered to. We also assist our clients with the drawing up of a valid and comprehensive will, ensuring every wish is adequately met.