Financial Collaboratory

18 Baines Road, Glenmore, Durban.  Tel. 031 205 2496

Prop: Peter Strydom Financial Services CC.                            FSP Registration No. 3441| peter@enhanceifa.com

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.


Our Client Value Proposition

REFERENCE LIBRARY

Client Risk Evaluation & Audit Process

Industry Risk Profiling White Paper

Investment Risk & Return Guide

Risk Profiling Art & Science

Asset Allocation Mappings Guide

Time in the Markets

Guide to Managing Deceased Estates

The Anatomy of Estate Planning

16 Rules for Investment Success

Drafting a Will

Annuity Options at Retirement

Client Advice Process


Marketing, Legal & Planning

EnhanceIFA Corporate Profile

Meet our Admin Team

Petro de Jongh

Administration Manager

petro@enhanceifa.com



                          Losh Kisten

                          Administrator

                         losh@enhanceifa.com

                          

                          Lynne Lombard

                          Administrator

                         lynne@enhanceifa.com

Estate Planning

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.

Visit our YouTube Channel

DIARY

we will start to send Client Investment Reports as at 28th February 2017.  

Quarterly Investment Reports

Mid March 2017

We will start to send Client Investment Reports as at 31st May 2017

Quarterly Investment Reports

Mid June 2017

We will start to send out Client Investment Reports as at 31st August 2017

Quarterly Investment Reports

Mid September 2017

We will start to send out Client Investment Reports as at 30th November 2017.

Quarterly Investment Reports

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.


The Client Zone

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

 

Self-Help Planning Tools

Click on the arrow below to access the latest set of Fund Fact Sheets for our Model Portfolios with Allan Gray, Glacier, Investec & Stanlib.

Fund Fact Sheets

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.

Drop us a line

Office Hours

Monday to Thursday: 8 am to 4 pm

Friday:                     8 am to 2 pm