FINANCIAL PLANNERS

APPLYING SOLUTION-FOCUSED FINANCIAL THINKING

EXPERIENCED & ATTESTED

Investing Capital is a general financial planning practice with Old Mutual. Our team is qualified and experienced in providing financial advice for personal, business and integrated investment strategies. With a combined industry and administrative processes experience of more than 30 years, we currently manage and advise on almost R500m for our clients.

PEOPLE, NOT PROFIT

Going the extra mile is not just lip service, we believe our focus must be on our people and not about profit, which means we have to always deliver exceptional value to our clients. This approach has positioned us as trusted advisors to some of the most sophisticated businesses on market leading transactions. We help our clients with personal and business challenges, working on creating solutions to their most complex known and unknown needs.

GLOBAL ACCESS

Our commitment to help our clients employ their financial strategies has enabled us to build a truly global network. With our experience, Investing Capital clients benefit from a long tradition in the international asset management industry. Whilst based in South Africa, our clients can take advantage of a stable global market environment, secure and pragmatic processes and a recognized expertise in the international financial sector.

Christiaan Groenewald

Financial Planner

Carina Groenewald

Practice Manager & Paraplanner

Frans botha

Financial Advisor

Melissa Putter

Assistant

Tanya Oberholzer

Assistant

HELPING YOU THINK DIFFERENTLY

ABOUT YOUR FINANCES

With over three decades of financial expertise, we provide you with robust advice on financial matters, making recommendations on how to best utilise your money.

Our role involves researching the marketplace and advising you on products and services that are available, ensuring that you are aware of and understand the value of those products that best meet your needs and keep your portfolio optimised for you.

EXPLORING YOU

Most financial plans begin and end with the products. Your plan needs to begin and end... with you.

CREATE CHOICES

Having asked the right questions about your life, we will research and create the financial choices that you can choose to best suit you.

CHOOSE

With a clear understanding of who you are, and what you want, you can make powerful and informed choices.

REVIEW AND ENHANCE

Your life will keep changing, and you should be able to change your choices too. We can review your plan and enhance it when needed by exploring, creating and choosing.

QUESTIONS ABOUT A FINANCIAL ISSUE? ASK OUR EXPERTS.

Planning is bringing the future to the present, so you can DO something about it NOW.

Alan Lakein

When it is obvious that the goals cannot be reached, don’t adjust the goals adjust the action steps.

Confucius

It’s not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for.

Robert Kiyosaki

We constantly push the boundaries of normal thinking
to achieve single solutions that would benefit
our clients for years to come.

CONTACT US

to arrange a consultation simply fill out your details below

ADDRESS
Unit B7, Grand Palace Building,
1st Floor, Heunis Street,
Secunda

PHONE
‎ 017 620 3990

FAX
017 634 9358