Inventum Financial Planners & Chartered Accountants in Kimberley is a leading, well established, professional financial planning firm in the Northern Cape. Inventum delivering unique tailor made solutions to clients across the entire country. Inventum is fully independent and serve clients with a wide range of products from different insurers and investment houses.
We help our clients change their relationship with their finances.
Inventum offer a unique approach to holistic financial planning to empower you on the life-long journey to create, preserve and protect your wealth.
Financial coaching is part of our professional service and helps you establish clarity, insight and discipline to the financial choices that you make every day.
Long term relationships are foundational to our business model and enable us to assist our clients with long term plans and goals.
Inventum serve a wide variety of clients, delivering unique and tailored advice for each of their situations.
Our team of advisors are specialists with the highest qualifications in their field of expertise.
- Tax Returns
- Financial Statements
- Cash Flow
- Tax Planning
- Management Accounting
- Company Registrations
- Financial Consultation
- Estate Planning
WHAT WE DO
Inventum offer advice in the following areas of financial portfolio management
In the same way that building a long-standing house requires a solid foundation, your financial plan needs a firm foundation. To do this we we determine your risks, goals and objectives.
With your wealth foundation in place we begin with reducing the cost of risk by expertly selecting options of insurance products, establishing wills and estate planning, tax optimisation and other strategies that we believe will assist your long term goals.
Minimizing your financial exposure to the risks of unforeseen life events allows us to build further by planning your savings goals for wealth accumulation.
As your wealth accumulates our strategy matures and needs to be strategically managed to optimize the growth in your wealth. If you imagine your portfolio to be similar to a dam, it’s at this point that your dam is filling nicely and we can look at creating other dams and feeding the water to new location, further enhancing your accumulation and risk cover.
As you move into your golden years, we believe that they should be well provided for to indeed be… your golden years! Your financial planning then changes with your new lifestyle and the strategies that we employ are in line with this next phase of your life.
CREATING PARTNERSHIPS with our clients
Our goal is to build and sustain long-term relationships with our clients – the best partnerships are forged in friendship and trust and are fortified with ongoing, value-adding communication. The Inventum team is committed to staying in touch with you at least once a month (via email) and meeting with you at least once a year (more frequently if your needs dictate). Quarterly reports are sent out to our investment clients and medical aids are reviewed annually.
In choosing Inventum Financial we will ensure that your assets are well looked after and you can call on our team at any time with questions or for advice!
MEET OUR TEAM
We are qualified to independently assist you with financial planning, accounting and tax efficiency.
Inventum Financial Services Providers Department
Estate Planning and Consulting. Estate Administration. Drafting of Wills. Investment Planning. Consulting on Business Structures. Group benefits for companies and businesses.
CEO of Inventum Financial Planners & Chartered Accountants
CERTIFIED FINANCIAL PLANNER
Kobus Niemann in an Independent Financial Advisor with over 25 years’ experience in the industry and he specialises in estate and investment planning, business structures, trusts and wills. Kobus is responsible for solving daily obstacles and is a key asset of the Inventum.
Financial Advisor | BCom Economics | Post Graduate Diploma in Financial Planning Law
Rampie Niemann, also an Independent Financial Advisor with the Inventum Family. Rampie graduated with a B.Com degree majoring in Economics and has obtained a Post Graduate Diploma in Financial Planning Law at the University of the Free State. He is currently studying towards his Advance Post Graduate Diploma in Financial Planning Law and specialises in estate and investment planning and Group benefits for companies and business.
Rampie is also responsible for Branding and Marketing.
Inventum Accounting and Tax Department
General Accounting (Financial and Cost); Financial Statements; Management Statements; Managerial decision making Reports; Independent Reviews; Tax planning, consulting and compliance services; VAT consulting and compliance services; Secretarial services; Payroll services; Business Plans; Projected Cash Flow Statements; Estate Planning; Estate Administration; Drafting of Wills; Business Structures; Implementation of Systems and Internal Controls; Registration of Companies and Trusts.
Henko Visser is a qualified Chartered Accountant. He completed his B.Com Chartered Accountancy at North West University and his Honours Degree (CTA) at the University of the Free State and specialises in tax and business systems. His field of expertise includes agriculture, manufacturing, retail industry sectors, as well as professional practices.
Henko’s responsibilities includes Innovation and system implementation for Inventum.
Mariëtte du Preez
SAIPA – Registered Professional Accountant
Mariëtte du Preez is a registered Professional Accountant, with over 34 years’ experience in Financial Accounting, Cost Accounting and Management, Tax, VAT, Estate Planning, Estate Administration, Trusts, Business Structures, as well as the Implementation of Systems and Internal Control. She has completed her B.Compt degree at the University of the Free State and obtained her B.Compt Hons. (CTA) from Unisa. Mariëtte completed her articles at KPMG, joined the Managerial Team of Gencor Mining in the Free State Goldfields and gained experience at Anglo American Corporation. During 1995 Mariëtte returned to practice and has been in practice since then, of which 9 years were with one of the “Big Four” firms, in a senior position. Mariëtte has experience in the following industry sectors, but not limited to: Farming, Agricultural Co-operations, Mining, Retail, Manufacturing, Insurance, Crop Insurance, Professional Practices, Entertainment, Hospitality, Construction, Family Businesses and the Wine industry.
WE ARE YOUR FINANCIAL RISK, WEALTH AND HEALTH PLANNING PARTNERS.
Inventum Finansiële Raadgewers en Professionele Boekhouers • Inventum Makelaars in Kimberley • Inventum Rekenmeesters