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| peter@enhanceifa.com

PARTNERSHIP SKILLS

The Enhance IFA business has evolved from being a one-man practice in 1996 to being a diversified business catering to the needs of both clients and Independent Financial Advisors.

Through the Enhance IFA business we are able to offer a highly personalised financial planning  service to our clients as well as outsourced Investment Planning and Management to IFA’s.

Enhance IFA

PRODUCTS & SERVICES

 Services, Skills & Resources

Enhance IFA is a unique resource which addresses challenges and concerns facing both Investors and Independent Financial Advisors.

As Financial Advisory practices go, we provide a range of skills and services which include Personal Financial Planning, Portfolio construction & management, proprietary planning software deign & development.

Our investment solutions and outsourced investment administration services provide both clients and IFA’s with a range of options backed by some of the finest research & processes.

At the core of our business is Personal Financial Planning. We provide our clients with a highly personalised,industry leading range of value added services.

Financial Planning

In addition to our Portfolio Management Services, we also provide IFA’s with an outsourced Client Investment Management & Reporting Service.

Administration Services

We have created a ‘package’ of world class Risk Tolerance and Profiling Tools which provide IFA’s with a simple but credible Step by Step Investment Planning Process.

Planning Tools

Software Development

This is an area where we stand out from our peers. Peter and Garth, over the years, have developed significant skills in understanding how to harness and deploy technology in our practice.

The cross platform & device tools which we have created, both for our own and for IFA use, have been designed to tread that fine line between sophistication & credibility and understandability. We use these tools in an interactive way in our client consultation processes. Clients then are exposed to both a planning and an educational experience.

Portfolio Construction

Through an associate company, Enhance IFA Solutions (Pty) Ltd, a full discretion Category 2 FSP, we have elected to partner with three independent research houses in building & managing our portfolios.

Our research partners who sit with us on the various investment committees are:

• Sanlam Multi Manager - SMMI
• Independent Investment Partners - 2IP

These investment committees, together with ourselves,manage the portfolios which are available on the Allan Gray, Glacier, Investec & Stanlib LISP Platforms

In partnership with some of the most respected multi managers we have set up suites of Model Portfolios across 5 of the largest LISP Platforms.

Portfolio Management

With the regulatory environment placing more and more demands on IFA’s and the introduction of RDR & TCF further compounding the challenges, IFA’s are now looking to form groups &  networks

Enhance IFA Group

PROFESSIONAL PARTNERS

We have created a network of professional partners which gives us access to some of the finest skills available across the various facets of Financial, Investment & Retirement Planning.

Sanlam Multi Manager International International

Independent Investment Partners

FinaMetrica

In order to retain their independence many  

IFA’s may have to form partnerships and implement outsourcing arrangements to ensure that they remain compliant.

Retaining Independence

Many of the smaller IFA practices may find it difficult to comply with the requirements for constructing and managing investment portfolios without incurring advice risk.

Portfolio Construction

Value Proposition

We are obsessed with providing our clients with value for money and we have a quantifiable value proposition in terms of which we are able to offer well priced solutions with transparent cost  structures which then results in a well balanced Client/Advisor relationship.

Being a client of Enhance IFA, or an Advisory Practice which uses our technology solutions and subscribes to our Client Centric ethos, will go a long way towards ensuring a pleasant and rewarding Client/Advisor experience.

Our processes include determining a Risk Profile using world class resources, matching investments to your needs, portfolio management, cost effective solutions, interactive consulting & education and regular reporting.

Putting it Together

Costs, Value, Transparency,Results