INVESTWELL
is a multi-disciplinary company established and managed by qualified and competent professionals with the sole purpose of generating value for our clients by caring for their needs in the domains of tax, accounting, payroll, auditing and financial planning.
Through this activity, we strive to show up as a Welcoming Presence. We provide a professional, comprehensive and beneficial service uniquely tailored to suit and add value to our clients. We believe that the growth of our client’s business will ultimately result in our growth thus pride ourselves in supplying an honest, reliable and high quality service.
Our greatest strength may be our ability to translate the complex worlds of Tax, Accounting and Financial Planning into terms that a lay person can understand but we believe that clients can and should understand their financial situation and by combining the process with an interactive relationship of which the result is a process that includes and empowers the client in their business. Our work becomes fulfilling when the client feels empowered to make informed, prudent choices in the financial domain.
PLANNING PROCESS
Financial decisions should not be made without proper advice, we provide the advice and support to our clients to ensure their financial objectives are met.
Our approach to financial solution incorporates a 5 steps process which ensures we address your every need. Investwell will continue to ensure the solution provided is relevant for the client through reviews.
1
Get to know
the client
2
Understand the client’s needs
3
Provide solution for identified needs
4
Agree on course of action
5
Evaluate the solution
.
All Rights Reserved. Copyright 2015 Investwell Financial Consultants (PTY) LTD is a licensed financial service provider in terms of the FAIS Act
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