Suite 417, 4th Floor, Mazars House, 197 Peter Mokaba Road, Morningside, Durban 4001. Telephone 031 205 2496
Prop: Peter Strydom Financial Services CC. FSP Registration No. 3441| firstname.lastname@example.org
The financial services environment is changing rapidly and the Financial Regulators are following global trends in professionalising the industry. Many Independent Financial Advisors are having difficulty in adapting to this regulated environment and they are exiting the industry, leaving clients in something of a predicament trying to find an IFA who will put their interests ahead of their own. Unfortunately, as has been the case in other parts of the world, these unintended consequences have resulted in many clients not being able to access professional and personal financial advice.
In addition, product and advice fees are being driven down and clients, quite justifiably, are looking for value for money when considering engaging with an IFA or Advisor.
The old adage, “you get what you pay for”, still holds true and to find that delicate balance between quality and price will always be a challenge.
At Enhance IFA we think that we have found this elusive balance and, through the use of technology, partnerships and rigorous processes, we are able to provide a consistently high level of advice and service backed up by a quantifiable value proposition and service level agreements.
Our planning and investment processes are supported by the partnerships that we have developed over many years, with some of the most respected institutions and people in the industry and we are obsessed with giving clients value for money and raising the bar in developing a compliant and efficient advisory practice.
Our team of Advisors have, collectively, over 100 hundred years of experience and have client relationships going back, in many instances, more than 25 years.
Our team of Administrators are also very experienced and they strive to ensure that our client experience is a happy one, notwithstanding some of the challenges that we have to deal with in keeping our promises to our clients.
Petro de Jongh
The cornerstone of any financial plan is your Will without which any financial plans that you may have in place could be severely compromised.
Not only does an effective Will need to be drafted by a professional, but it also needs to be reviewed regularly.
You are welcome to contact us if you would like some advice in this regard.
we will start to send Client Investment Reports as at 28th February 2017.
Mid March 2017
We will start to send Client Investment Reports as at 31st May 2017
Mid June 2017
We will start to send out Client Investment Reports as at 31st August 2017
Mid September 2017
We will start to send out Client Investment Reports as at 30th November 2017.
Early December 2017
By implementing our Client Zone, we are hoping to bring all of our clients closer to us.
Here you will find information that will help to make your experience a pleasant one and you will be kept up to date with what is happening in our business. You will also be informed of who to contact should you need help.
We have developed a suite of financial planning tools where you will be able to :
- Prepare a simple Retirement Plan
- Do a Livable Income for the family plan
- See how long your Living Annuity will last
Click on the arrow below to access the latest set of Fund Fact Sheets for our Model Portfolios with Allan Gray, Glacier, Investec & Stanlib.
If you would like to get in touch with us, whether you have a query or a suggestion, please click on the arrow below to go to our Contact Page.
Monday to Thursday: 8 am to 4 pm
Friday: 8 am to 2 pm