We are delighted to share some exciting news with you and announce the joint venture between Invest-Assured Financial Planning (Pty) Ltd, and Warwick Wealth Advisors (Pty) Ltd.
A solid working relationship between our two companies has been established and we are both fully committed to very high levels of client care as well as also share the same investment philosophy. We have spent a great deal of time discussing the financial services industry, its current and future challenges and thus the appropriate solutions for all clients in this ever changing financial and regulatory environment. All of this interaction brought us even closer together.
Situated in Northmead, Benoni, Invest-Assured Financial Planning was established in 1997, and comes with experience going back as far as 1976, when the present Director, John Barnett started his Financial Planning career. The Benoni based group has clients across South Africa, offering Personal Financial Planning, focused on relationship building and assisting clients to grow and secure their wealth. Devon Barnett, John’s son, joined the company 10 years ago and is now a fully qualified Financial Planner. Debbie Pistilli is a vital member of the team, dedicated to providing efficient care to all clients. The connection to Warwick will expand the horizon, and create further opportunities for Invest-Assured’s long-standing client base. Warwick are local and international Wealth Management
Specialists. Exceptional products, service and performance epitomise Warwick. Established in 2002 and operating locally and internationally, Warwick is focused on its unique products and service levels, both of which are designed for the client looking for quality and professionalism.