Introduction

Welcome to Incresco Wealth. "Incresco" is the Latin word for "to grow in". We are an independent group of professionals advising on specialist areas of the financial services market. Our strength lies in our combined experience of over 60 years and in our focus on delivering a personalised solution to your investment and financial services needs. Our team is based in Cape Town, but we have clients in all parts of South Africa and in several international locations.

We follow an advice-driven process, and then source the best suited financial solution to your unique situation. Via our own team and our business partners, we offer a complete Wealth Management Service to our clients. Our services include:

  • Retirement Planning and related investments (R/A's, Preservation Funds, Living Annuities)
  • Investment Advisory (Share Portfolios; Unit Trusts; Offshore Funds)
  • Fiduciary Services (Wills, Trusts, and Estate Planning)
  • Tax Advisory and Compliance
  • Risk Planning and related products (Life and disability cover, etc)
  • Payroll management for small to medium companies
  • Employee Benefits, including Medical Aid and other group benefits

Our Strategic Partners

As a group of independent advisors we do not accept any deposits or funds on behalf of clients.  All investments, premiums and contributions are paid directly to an authorised administrator with the necessary protection to ensure 100% safety of deposits.  We have hand-picked a number of companies that are able to provide financial products that are solid, secure, cost-effective and flexible.   These include:

  • Sygnia
  • Momentum
  • Investec
  • AIMS
  • Discovery
  • Allan Gray

 

Recent

Fund Fact Sheets - July 2018
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