Investments - South African based Financial advisory service

Incompass Investments, the expatriate’s financial friend, is a South African based financial advisory company. We have been providing bespoke financial planning solutions for international clients from over 20 countries for over five years. We are a relatively young, but dynamic and innovative company, and our experts have over 40 years combined experience in the investment business, providing you with top quality advice.

Specialising in investments, offshore and local to South Africa, we are able to offer financial advice to the international investor and one of our areas of expertise is providing sound financial planning for expatriates and clients who are immigrating to South Africa.

As you might expect from an investment consultancy offering international and local solutions, our team of experts is qualified and experienced not just in South Africa but Europe as well. We can boast a multi lingual staff with international knowledge.

Our list of services includes: -

Wealth management for investors within South Africa

International investments and banking

UK pensions advice

Saving for retirement years

Lifestyle focused investment advice

Foreign Exchange

At Incompass, we believe that true expertise comes with specialisation. That’s why you’ll find our team has experts who deal in specific areas – such as a pension specialist and international tax consultant. Our focus is only on providing you with the most appropriate financial advice and workable solutions for your particular circumstances. All our clients are unique and deserve service delivery as such.

Our initial advice is thoroughly researched and written recommendations are provided detailing exactly why we propose what we do.

The key to good financial planning, however, is not only the initial implementation but the ongoing participation, from us and the client. Reviewing your investment portfolio as your situation, economic circumstances and other factors change is pivotal to it achieving its aim.

Incompass backs up its service pledge by charging minimal initial fees and relying on what is known as the ‘trail fee’ that is payable by financial institutions and fund managers for looking after you, the client. This provides the peace of mind that if the service is poor the income is lost.

Useful hints and tips

The below links provide useful information to specific questions and situations surrounding investments. We are of course aware that information contained on a web site can only do so much, so please feel free to contact us regarding your specific enquiry. Our contact details can be found under contact us, or alternatively we welcome your enquiry form.