Services Offered and Areas of
Expertise
IFS provides specialist
financial planning services to clients. A financial plan is
drawn up aligning the plan with the clients’ budget, financial
position, goals and objectives.
In this financial planning
process, IFS specialises in providing the following services
to our clients:
·
Investment Management
The investment philosophy of
IFS centres on the fact that the economy goes through
different cycles. IFS thus does 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:
o Unit
trust investments
IFS continually scrutinize the
market’s leading unit trusts to ensure our client with maximum
return and minimum expenses according to their specific risk
appetite.
o
Discretionary
Investments
The portfolio managers of IFS
personally manage the client’s portfolio, implementing their
widespread experience to achieve the client’s long term
investment
objectives.
·
Retirement Planning
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.
·
Estate Planning
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.
·
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.
·
Medical Aid and Short Term
Insurance
Although we will advise on
medical and short-term insurance as part of the total
financial plan, IFS does not provide medical aid or short
term insurance products. We will however, refer our clients
to trusted registered providers if
needed.
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