About Us
Ivory Wealth Management was formed to provide local and international clients with honest, professional service rendered by qualified staff. We often inherit clients who have been misadvised and find themselves holding structures they don’t understand with layer upon layer of unnecessary charges. Our aim is to ensure that you receive the correct advice, benefit from clearly disclosed charges, and experience only the best levels of service and advice. Our entire philosophy is to put you first and provide you with the optimal solution for your needs.
Our People
Each of our advisors is either qualified as a Chartered Wealth Manager (Chartered MCSI) or a Certified Financial Planner (CFP), or they are under supervision to achieve this status. Therefore, you can rest assured on receiving the only the best solution, as all advice is reviewed and approved by a qualified professional.
The founder of Ivory Wealth, Andrew Holland, holds a BComm (Hons) from the University of Edinburgh and trained as a Chartered Accountant before becoming both a CFP holder and a Chartered Wealth Manager.
Pensions
Saving for retirement requires patience and skill. We are here to assist you in whatever your objectives. Be they onshore, offshore or a UK pension transfer.
Investment Management
We believe that you, the client, should completely grasp what you are investing in, it should perform at the highest possible level for your appetite and everything should be transparent and in YOUR INTERESTS.
Protection
There are a multitude of insurances available – let us help you navigate the different policy types and clauses to find the perfect solution for your requirements.
Estate Management
We assist our clients to find the perfect tax shelters for their assets. They often take the form of a Trust, a Foundation or a Company and can assist in reducing the amount of tax payable…
Forex
Ivory Wealth Management works with a number of Foreign Exchange providers who can assist with transferring money and making foreign exchange payments out of and into South Africa, and of course, offshore.
Employee Benefits
We advise corporate clients on the creation and administration of schemes to provide for their employees.
Group Pensions
We assist employers and entrepreneurs to select the correct pension scheme for their staff and business from the whole South African market place.
Structuring
To set up an offshore company or relocate your existing business overseas is a crucial step toward internationalizing yourself and your assets.
Services
Private Clientele
We offer a complete financial planning service for clients who want a trusted, qualified advisor for guide them through the obstacles they might encounter in their own lifetime, and also plan effectively to the benefit of their families for years to come.
Pensions
Saving for retirement requires patience and skill. We are here to assist you in whatever your objectives. Be they onshore, offshore or a UK pension transfer.
Investment Management
We believe that you, the client, should completely grasp what you are investing in, it should perform at the highest possible level for your appetite and everything should be transparent and in YOUR INTERESTS.
Protection
There are a multitude of insurances available – let us help you navigate the different policy types and clauses to find the perfect solution for your requirements.
Estate Management
We assist our clients to find the perfect tax shelters for their assets. They often take the form of a Trust, a Foundation or a Company and can assist in reducing the amount of tax payable…
Forex
Ivory Wealth Management works with a number of Foreign Exchange providers who can assist with transferring money and making foreign exchange payments out of and into South Africa, and of course, offshore.
Pensions
Saving for retirement requires patience and skill. We are here to assist you in whatever your objectives. Be they onshore, offshore or a UK pension transfer.
Investment Management
We believe that you, the client, should completely grasp what you are investing in, it should perform at the highest possible level for your appetite and everything should be transparent and in YOUR INTERESTS.
Protection
There are a multitude of insurances available – let us help you navigate the different policy types and clauses to find the perfect solution for your requirements.
Estate Management
We assist our clients to find the perfect tax shelters for their assets. They often take the form of a Trust, a Foundation or a Company and can assist in reducing the amount of tax payable…
Forex
Ivory Wealth Management works with a number of Foreign Exchange providers who can assist with transferring money and making foreign exchange payments out of and into South Africa, and of course, offshore.
Corporate Clientele
Corporate clients include importers and exporters, and companies incurring cross-border payments and receipts. We can assist with spot contracts and forward contract facilities, foreign direct investment applications and other South African Reserve Bank applications. We offer excellent exchange rates and no transaction fees.
Employee Benefits
We advise corporate clients on the creation and administration of schemes to provide for their employees.
Group Pensions
We assist employers and entrepreneurs to select the correct pension scheme for their staff and business from the whole South African market place.
Structuring
To set up an offshore company or relocate your existing business overseas is a crucial step toward internationalizing yourself and your assets.
Holistic Financial Planning
Many people neglect to plan for retirement, to adequately insure themselves, write a basic will or indeed simply manage their income and outgoings throughout their lives, or to adequately prepare for their life’s goals.
We offer a complete financial planning service for clients who want a trusted, qualified advisor for guide them through the obstacles they might encounter in their own lifetime, and also plan effectively to the benefit of their families for years to come.
We guarantee to offer the most cost effective solutions on the market. The reason we can state this clearly, is that we charge a fee upfront and a fixed monthly charge. For this you will get advice on any product in the market and be charged commission free rates.
Why is this better?
Simply put, you know exactly what your outgoings are and you can rest in the comfort that your investment returns aren’t affected by high hidden costs.