enhance ifa

Peter Strydom Financial Services CC, trading as Enhance IFA , is a registered and licensed Financial Services Provider, No. 3441. We have been in business since 1996 and the practice has evolved in two distinct directions. We are, first and foremost, a Personal Financial Planning practice which has been built on some very simple principles: -Client needs are paramount -We are totally independent and absolutely objective -We regard ourselves as being innovative and creative -Our reputation is probably our most valuable asset -Our relationships with our client are as personal as they can be -We build and maintain our relationships through education, transparency and open communication. We currently have 4 full time advisors, Peter Strydom, Alex Stuart, Garth Strydom and Kevin Fowle, ably backed up by Petro de Jongh,Losh Kisten & Lynne Lombard. The second facet of our business, which is growing exponentially, is our Outsourced Investment Management and Administration and here we have registered Enhance IFA Solutions (Pty) Ltd. as a discretionary fund manager, FSP No. 45638. We have partnered with Sanlam Multi Managers, SMMI, through Glacier Financial Solutions, Independent Investment Partners, (2IP), through Investec IMS, Allan Gray and Stanlib and we co-manage 4 suites of Wrap Funds or Model Portfolios which we use in our own investment and retirement planning processes. We also make these funds available to IFA's who are seeking to employ more professional processes as part of their value proposition to their clients Enhance Investor is an innovative Financial & Investment Planning Software solution we have developed and which we are now taking to the IFA market. You can view our website at http://enhanceinvesor.com for further information.

Financial Services
South Africa, Western Cape
Founded in unknown
1-10 employees

Peter Strydom Financial Services CC, trading as Enhance IFA , is a registered and licensed Financial Services Provider, No. 3441. We have been in business since 1996 and the practice has evolved in two distinct directions. We are, first and foremost, a Personal Financial Planning practice which has been built on some very simple principles: -Client needs are paramount -We are totally independent and absolutely objective -We regard ourselves as being innovative and creative -Our reputation is probably our most valuable asset -Our relationships with our client are as personal as they can be -We build and maintain our relationships through education, transparency and open communication. We currently have 4 full time advisors, Peter Strydom, Alex Stuart, Garth Strydom and Kevin Fowle, ably backed up by Petro de Jongh,Losh Kisten & Lynne Lombard. The second facet of our business, which is growing exponentially, is our Outsourced Investment Management and Administration and here we have registered Enhance IFA Solutions (Pty) Ltd. as a discretionary fund manager, FSP No. 45638. We have partnered with Sanlam Multi Managers, SMMI, through Glacier Financial Solutions, Independent Investment Partners, (2IP), through Investec IMS, Allan Gray and Stanlib and we co-manage 4 suites of Wrap Funds or Model Portfolios which we use in our own investment and retirement planning processes. We also make these funds available to IFA's who are seeking to employ more professional processes as part of their value proposition to their clients Enhance Investor is an innovative Financial & Investment Planning Software solution we have developed and which we are now taking to the IFA market. You can view our website at http://enhanceinvesor.com for further information.

Company Information

Industry
Financial Services
Company Type
Privately Held
Founded
unknown
Employee Range
1-10
Revenue Range
Not available

Location

Address
18 Baines Road KZN Durban
City
South Africa
Region
Western Cape
Postal Code
4001
Country
South Africa

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