Investiplan - Pretoria

At Investiplan we aspire to add value and security to our clients financial, investment, risk management, retirement and estate planning needs. We want our clients to be educated about their own financial affairs and to take an active role in managing them.
Our approach towards personal financial planning is to obtain from our clients significant financial and other information including their attitude, goals and objectives; to analyse the information obtained in order to develop alternatives for their consideration; to educate them about the implications of selecting a particular alternative/solution; to implement the alternative/solution selected by them; and to periodically update the plan adopted.
It is our goal to become their chief financial adviser and to coordinate the efforts of other advisers used in their best interests.