About Us
Planning Futures
Since 1985, we have helped create programmes and portfolios to meet long-term financial goals. If you have questions about investments, taxes, retirement, and/or estate planning, one of our credentialed professionals would be glad to help.
A Proven Approach
We start by clarifying our flat fee structure and explaining the different ways we can help. We then analyse your goals and compare them to your current portfolio. From there, we recommend an investment strategy designed to meet your risk tolerance and achieve your financial goals.
Why Us?
Our team is comprised of people with different kinds of finance experience, but we all have this in common - a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
Services We Offer
- Investment and Retirement Planning to achieve your financial objective
- Tax Services to maximise your after tax return, and
- Estate Planning for peace of mind and to advise on the best possible strategy that you family's security can be assured
Our Team
Andrew Goodall
Andrew Goodall
Andrew Goodall
Andrew Goodall started his professional life in the Education Sector, completing a BA(HDE) from the University of Natal and embarking on a teaching career in 1993. In 2010 he embarked on a new career in financial services at IMS, inspired by the potential to help clients reach their financial goals. He learnt the business from the ground
Andrew Goodall started his professional life in the Education Sector, completing a BA(HDE) from the University of Natal and embarking on a teaching career in 1993. In 2010 he embarked on a new career in financial services at IMS, inspired by the potential to help clients reach their financial goals. He learnt the business from the ground up, and went on to study a Post Graduate Diploma in Financial Planning 2013, and an Advanced Post Graduate Diploma in Financial Planning (Estate planning and Portfolio Management) in 2014, both completed at the University of the Free State. Andrew has served as a Director of IMS since 2016, servicing a broad portfolio of clients. In 2021 Andrew took over as author of the “ Investment Planning” section of the South African Financial planning Handbook as well as the Fundamentals of Financial Planning and in 2022 he took over as author of Investment Planning
James Pallent
Andrew Goodall
Andrew Goodall
James Pallent graduated with Honours from the University of Pretoria in 2018 and started his career in Business Development. He joined IMS in April 2022 as a Junior Financial Planner, assisting Andrew with the development of the practice. He spent the last 2 years overseas, working with the Bank of England, and has recently decided to re
James Pallent graduated with Honours from the University of Pretoria in 2018 and started his career in Business Development. He joined IMS in April 2022 as a Junior Financial Planner, assisting Andrew with the development of the practice. He spent the last 2 years overseas, working with the Bank of England, and has recently decided to return, not only to join IMS, but also due to his belief that South Africa has a great deal to offer. James is a qualified Certified Financial Planner (CFP).
Nicky Verwaaij
Nicky Verwaaij
Nicky Verwaaij
Nicky joined IMS in 2016 as the Client Relationship Manager, working closely with the financial advisors in assisting clients with administration and processing of all transactions and liaising with management companies on a regular basis. Nicky ensures the practice compliance is up to date in accordance to the legislature and FSCA requi
Nicky joined IMS in 2016 as the Client Relationship Manager, working closely with the financial advisors in assisting clients with administration and processing of all transactions and liaising with management companies on a regular basis. Nicky ensures the practice compliance is up to date in accordance to the legislature and FSCA requirements. Nicky’s aptitude and enthusiasm for investments and high standard of client service, has meant that she has become a highly respected and a valuable member of the team.
Tsitsi Jeje
Nicky Verwaaij
Nicky Verwaaij
Tsitsi joined Investment Management Services in 2018. She manages the company account and assists with the daily administration of the practice. Along with Andrew, she also assists clients with the annual tax returns in obtaining the various information required. Tsitsi obtained her qualification in Deceased Estates in 2018 and she assis
Tsitsi joined Investment Management Services in 2018. She manages the company account and assists with the daily administration of the practice. Along with Andrew, she also assists clients with the annual tax returns in obtaining the various information required. Tsitsi obtained her qualification in Deceased Estates in 2018 and she assists with winding up of estates, and drafting of wills. In 2022, Tsitsi obtained her Professional Certificate in taxation of individuals.