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Unique Investment Strategies & Comprehensive Employee Benefits

ABOUT I&M FINANCIAL SERVICES
I&M Financial Services is a privately owned financial services company specialising in employee benefits and financial planning. Being both Independent and Multifaceted, we design specialised strategies and solutions for individuals and businesses.

“We are a fiercely independent niche company that offers access to household brands, both local and global. We build and maintain strong relationships with our clients by delivering appropriate and cost-effective solutions.”

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Credentials and Values

I&M Financial Services is committed to the total compliance required for sound business governance. Unprompted by any legislation, we have always upheld the principles of the Financial Services Conduct Authority’s (FSCA) Treating Customers Fairly Framework.

At all times, our actions demonstrate our values:

  • Accountability
  • Fairness
  • Honesty
  • Integrity
  • Professionalism
  • Transparency

As a registered financial services provider, we comply with the Financial Advisory and Intermediary Services Act, 2002 (FSP: 18762). We are also registered with the FSCA as a retirement fund administrator (Licensed 13B Administrator: 24/562).

OUR SERVICES
FINANCIAL
PLANNING
RETIREMENT FUND CONSULTING
EMPLOYEE
BENEFITS
INVESTMENT CONSULTING
No two lives are alike. We develop comprehensive and flexible solutions in line with our clients’ objectives and individual circumstances.
OUR SERVICES
FINANCIAL
PLANNING
RETIREMENT FUND CONSULTING
EMPLOYEE
BENEFITS
INVESTMENT CONSULTING
We recommend competitive retirement fund options suited to each client’s range of affordability, goals, and time horizon.
OUR SERVICES
FINANCIAL
PLANNING
RETIREMENT FUND CONSULTING
EMPLOYEE
BENEFITS
INVESTMENT CONSULTING
We ensure the smooth running of our clients’ employee benefits, including the management of monthly administration processes.
OUR SERVICES
FINANCIAL
PLANNING
RETIREMENT FUND CONSULTING
EMPLOYEE
BENEFITS
INVESTMENT CONSULTING
At I&M Financial Services, we treat our clients’ investments as we do our own. We design tailored investment strategies for individuals and businesses.
THE I&M APPROACH

INDEPENDANT

MULTIFACETED

At I&M Financial Services, we connect with you as a person, not a sales prospect. Our Independent and Multi-faceted identity allows us to walk the talk of being a client-centric company.
THE I&M APPROACH
As a completely independent financial services company,
we have 3 key advantages.
The freedom to work with our preferred service providers
Access to leading asset managers, insurers, and healthcare providers
We can provide products and solutions that work for you

This means we can recommend cost-effective fee models and pricing structures for employee benefits schemes and financial planning. As a result, you reap the benefits of innovative cover options, flexible benefits, and customised risk assurance. All of which makes a substantial difference to your life while reflecting positively on your bottom line.

Instead of being treated as a number, we provide you with a holistic approach and assist you to navigate the narrow path between risk and reward.

Multi-faceted
We do not compartmentalise retirement funds, tax, estate planning, healthcare, and risk assurance.
Rather, because we know how these impact one another, we develop flexible solutions aligned with our clients’ objectives.
We simultaneously:

Keep a vigilant eye on the local and global markets, trends and new investment opportunities

Continuously monitor, review, and fine-tune each client’s investment strategy and portfolio

Our resources include…
  • Independent asset and portfolio management research and ratings
  • South Africa’s premier multi-asset managers
  • Access to risk profiling technology and methodology
With these resources and our multifaceted offerings, we provide each client with a unique solution.
Employee Benefits: Motivating Productivity and Loyalty
Like Richard Branson, CEO of Virgin, we believe that successful companies look after their employees. Therefore, when designing our clients’ employee benefits, we ensure these are affordable, competitive, and incentivising.
AT I&M FINANCIAL SERVICES, WE ASSIST YOU TO LOOK AFTER YOUR MOST IMPORTANT RESOURCE, YOUR EMPLOYEES.
We Customise Employee Benefits Packages That Work With:
  • Retirement Funds and Group Risk Assurance
  • Collective Investment Schemes
  • Medical Aid and Gap Cover
We also cut through the red tape. At I&M, we relieve our clients of the legally required paperwork and compliance-related issues. We handle the lengthy list of mandatory practices and documentation regarding…
  • The rules and regulations of the Fund and Trustee Board
  • Facilitation of Trustee meetings, including the agenda preparation and minutes
  • Fund, Trustee, and Member communications including accurate benefits statements and annual financial reports
  • Interaction with SARS and other relevant authorities
  • Submission of data to all stakeholders including insurers, auditors, and actuaries
We take an abundance of time-consuming tasks off your hands. You will gain peace of mind knowing your administration is being handled correctly and that your employees remain motivated and geared towards productivity.
Our Trusted Partners
Contact Us
Phone: +27 11 463 9336
Email: [email protected]
Address: 1st Floor, Block 2, 66 Peter Place, Hurlingham Ext 5, Sandton, South Africa, 2125
Helping You Make The Right Decisions For Your Future