Integrum Wealth and Investment

Integrum Wealth and Investment We’re about helping you to START your journey towards BUILDING WEALTH - empowering you with practical Why Integrum? We chose this as our name because:
1.

Our purpose it to make wealth building a reality for ordinary, tax paying South Africans who have the desire to realise their financial dreams, both for themselves and their families. Wealth management has typically been reserved for the 'rich and famous' or top wealthy in SA. It is our goal to open the doors and give people access to the appropriate knowledge, personalised guidance, and professio

nal advice needed to realise their full financial potential, regardless of their current 'net worth'. This is what we believe wealth management is about - not just about managing your money once you have it but helping you to build it for when you need it. With 45 years being ‘on the inside’ of large financial corporates in SA, we know how money and financial products work. More importantly, we’ve seen first hand what we believe to be fundamentally missing from what providers are offering and focus on: That is, giving people practical know-how and personalised, professional guidance on ALL aspects of their money that empowers them to reach their financial goals. The Kickstart Wealth, Complete Wealth Building and DIY Wealth Building plans are the practical solutions we've scoped to make this type of financial empowerment a reality. We use "The 5 Keys", our core principles, to help our clients unlock their full financial potential:

KEY 1: We talk like real people

KEY 2: We support you through a (real) dedicated expert

KEY 3: We personalise it

KEY 4: We leverage the benefits of technology

KEY 5: We price to put you in control


FUN FACT:
Integrum means 'Complete' in Latin. The finishing line is as serious as the starting point – we help you to start and complete your wealth building journey.
2. All aspects of your money needs to work together to help you build your wealth – we assist you in optimising your spending, debt, investments and insurance to support your journey

Personal finances are very CONFUSING and can be FRUSTRATING.Our qualified experts are available to make these simpler an...
06/04/2022

Personal finances are very CONFUSING and can be FRUSTRATING.
Our qualified experts are available to make these simpler and more understandable.

.

EINSTEIN called it "The 8TH WONDER OF THE WORLD". Learn HOW to get this powerful money concept working for you (and you...
16/03/2022

EINSTEIN called it "The 8TH WONDER OF THE WORLD". Learn HOW to get this powerful money concept working for you (and your kids!)

Learn WHAT the 8th (MONEY) WONDER OF THE WORLD is and HOW to get this powerful money concept working for you (for parents and kids of all ages!)Empowering ki...

☕️ So...get that coffee and TAKE A STEP TODAY towards your dreams! You can: 💵 ✅ Save R100 a month from today 💳...
04/03/2022

☕️ So...get that coffee and TAKE A STEP TODAY towards your dreams! You can:
💵 ✅ Save R100 a month from today
💳 ✅ Pay R100 extra on your debt today
⛱ ✅ Get a plan today to reach your financial dream goal
KICKSTART YOUR WEALTH TODAY - it only takes one step (and a cup of coffee.)

Ever wondered what the #1 MONEY SKILL is that you should have? Listen as Doret Jooste, our Kickstart Financial Coach, s...
02/03/2022

Ever wondered what the #1 MONEY SKILL is that you should have? Listen as Doret Jooste, our Kickstart Financial Coach, shares more to empower you and your kids to build wealth!

Learn WHAT and HOW to teach your kids great money skills so they can be confident and responsible with money when they grow up (for parents and kids of all a...

One of the biggest concerns for South Africans is how to save for their children's education. Find out more about HOW ...
22/02/2021

One of the biggest concerns for South Africans is how to save for their children's education. Find out more about HOW MUCH, WHEN TO START and WHERE to save regardless of when you are starting to save for this important goal.
https://www.integrumwealth.co.za/saving-for-education

Starting early is one of the most important things when saving for any financial goal. Yet, many of us don't get the rig...
16/02/2021

Starting early is one of the most important things when saving for any financial goal. Yet, many of us don't get the right help when we need it most.

09/02/2021

Whatever your finanical goals, we can help you get there!

Address

Nortfhcliff
Northcliff
2195

Opening Hours

Monday 08:30 - 17:00
Tuesday 08:30 - 17:00
Wednesday 08:30 - 17:00
Thursday 08:30 - 16:00
Friday 08:30 - 16:00

Telephone

+27798694798

Website

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