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