Purpose built
through purpose built technology.
The value of partnering with us
When partnering with INN8, you can expect:
SEAMLESS & ELEGANT TECH
Our investment platform is intuitive, instinctive and easy to use, and has been built to become innate to the wealth manager’s business.
COLLABORATION
We work with wealth managers, their team and their clients to find solutions that work for them. Our aim is to create collaboratively.
SERVICE
Our service is focused on ensuring wealth managers get what they need when they need it to improve their business process.
The benefits of using our local platform
With a dedicated BDM and key account manager for advisers, we prioritise maintaining a strong relationship with you and your office. Our service team is committed to responsive delivery, collaborative problem-solving, and first-time resolution.
Our Journey into the future
Simple digital journeys means our platform is innate to the way wealth managers do business.
Our end-to-end investment platform solution integrates systems such as a powerful client registry and transactional engine, automated cash and unit reconciliation, integrated risk management, regulation 28 monitoring, digital investment proposals, bank account validation, market-leading research tools and a contextual digital guide.
SOLUTIONS
We provide pre- and post-retirement solutions, discretionary investment and tax-free savings products, and tax efficiency and estate planning via endowment wrappers:
Start an investment
An investment account is ideal for saving towards a medium- to long-term goal.
It caters for a wide range of client investment needs ranging from income generation, capital protection, capital growth, and goal-based savings, amongst others.
A tax free savings account is a tax efficient way to save for a long-term goal.
It is suitable for someone who wishes to save and protect their investment returns from tax. It is a popular option for individual investors and parents wishing to save for their children.
An offshore investment account allows you to diversify your assets by gaining exposure to more than one international currency.
It offers access to a broad range of clean-priced unit trusts and ETFs across a number of international currencies. It is simple to open and provides estate planning via joint ownership and consolidated reporting.
Save for retirement
A retirement annuity is a tax efficient way to save for retirement.
It is ideal for anyone who wishes to save towards their retirement, and is a suitable option for those who are self-employed, are irregular earners or who want to put away additional retirement savings in addition to any contributions to an employer pension or provident fund.
A preservation fund is a tax efficient investment designed for individuals who wish to preserve their retirement savings from their employer’s pension or provident fund.
The fund is suitable for anyone who has left their employer and would like to save and grow their existing retirement savings.
Earn an Income in RETIREMENT
A living annuity provides you with a regular income from your retirement savings.
You have the flexibility to choose and adjust your level of income (within the legal limits) and the frequency at which you receive income payments according to your changing needs. This product may be suitable for you if you are looking to leave money to nominated beneficiaries should you pass away.
Plan your estate
An endowment policy helps save in a tax efficient way for a medium- to long-term goal.
It’s useful for estate planning purposes as beneficiaries are able to receive the money from the investment immediately upon the death of the nominated life assured’s, and there are no executors’ fees payable.
A long-term insurance policy for legal entity clients.
It has similar features, benefits and restrictions to that of an endowment policy but there is no life assured.
PRODUCT CASH ACCOUNT
One of the first of its kind in South Africa.
Each investment is allocated its own cash account.
As a cash management tool, the PCA holds 2% of the investment account balance and allows for easy fee and withdrawals payments and reconciliation for advisers.
CLEAN-PRICED FUNDS
Platform administration fee
Local fee
We have a simple, transparent and competitive pricing structure.
When calculating local platform fees, we aggregate all client assets and accounts, including any offshore investments.
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First R2 million 0.55%
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Next R2 million 0.23%
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Above R4 million 0.12%
The above are inclusive of VAT (where applicable) and subject to a minimum annual fee of R276.
Our service promise
From the smallest interaction between colleagues, to helping a client with a difficult issue.
RESPONSIVE DELIVERY
RESPONSIVE
DELIVERY
INSIGHTFUL
INSIGHTFUL
collaborative
collaborative
From the smallest interaction between colleagues, to helping a client with a difficult issue.
- Business Development
Managers - Sales & Client Service
Team
Managers
Georgina
Smith
Head:
Distribution
Xavier
Zealand
Head:
Strategic Accounts
Arifa
Essop
Regional Sales
Manager: Inland
Thato
Legodi
Specialist
Investment Consultant
Caron
Mackenzie
Specialist
Investment Consultant
Gio
Van Rensburg
Specialist
Investment Consultant
Renelle
Pillay
Specialist
Investment Consultant
Douglas
Turvey
Specialist
Investment Consultant
Kurt
Rose
Specialist
Investment Consultant
Ruan Janse Van Rensburg
Specialist
Investment Consultant
Christian
Bwanakwa
Specialist
Investment Consultant
Sikhulule
Mamana
Specialist
Investment Consultant
Angela
Nxumalo
Specialist
Investment Consultant
Lukhuxolo
Mabece
Specialist
Investment Consultant
Sthembile
Hlabathi
Account
Manager
Sentle
Masitha
Account
Manager
Nox
Zikalala
Account
Manager
Mishka
Mohanlall
MI
Specialist
Pelo
Nkunjana
Account
Manager
Noxolo
Dzhivhuho
Account
Manager
Sisipho
Buthelezi
Account
Manager
Team
Georgina
Smith
Head:
Distribution
Mametsi
Mokgethi
Service
Improvement Manager
Danica
Pauls
Head:
Wealth Implementation
Nomasonto
Gonyane
Client
Services Manager
Toni
Mseleku
Onboarding
Manager
Mary
Tshikororo
Offshore Key
Account Manager
Dombo
Dombo
Onboarding
Specialist
Lesego
Matsogo
Onboarding
Specialist
Mametja
Mpe
Key
Account Manager
James
Miti
Key
Account Manager
Reaobaka
Taje
Onboarding
Specialist
Thembile
Ngubane
Onboarding
Specialist
Maditsie
Sabasaba
Onboarding
Specialist
Lerato
Sethlodi
Onboarding
Specialist
Chris
Cronje
Head
STANLIB LISP
Yonela
Vena
Key
Account Manager
Dineo
Lephata
Key
Account Manager
Nkateko
Mukhari
Key
Account Manager
Ntombi
Moitse
Key
Account Manager
Basetsana
Polori
Key
Account Manager
Dima
Masio
Key
Account Manager
Carmen
Witbooi
Client
Service Manager
Sesethu
Jam Jam
Key
Account Manager
Sinovuyo
Qupa
Key
Account Manager
Mandisa
Voortou
Key
Account Manager
Mokadi
Mojapelo
Offshore Key
Account Manager
Are you a Wealth Manager of the future?
If you have a digital-first mindset and provide holistic and goals-based financial advice, you are a wealth manager of the future. We’d like to partner with you in changing the way investments are done in South Africa.
INN8 Insights
Browse our practice development, technical and investment insight resources. You’ll find our webinars, downloads, videos and articles here.