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A
Tail of Two Worlds
By Jeremy Gardiner, director,
Investec Asset Management
The risk that doesn’t
discriminate: inflation
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We
aim to give our clients excellent service and courteous
attention at all times. |
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We
provide the back-up administrative support that allows Brian
Goodall, our Financial Planner and Investment Adviser, to
focus on his key role - advising and monitoring our clients'
investments. |
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We
ensure that the investing process is as seamless and stress-free
as possible for our clients. |
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We
provide each client with a personal portfolio reflecting
their investments. These are updated on a regular basis,
reviewed by Brian and sent out to the clients. |
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We
send out newsletters to the clients to help keep them up
to date with financial matters relevant to their investments. |
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We
help find answers to queries and aim to help in the building
of long-term client relationships. |
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lemeryn@imscc.co.za |
LEMERYN
DE VILLIERS joined IMS in 2009 from a short
term insurance brokerage. Lemeryns' primary responsibilities
are client relations and administration of new accounts.
Lemeryn ensures the efficient management of new
investments and specialises in ensuring FICA and
FAIS compliance on all accounts. She is also tasked
with the management of client seminars and lunches,
as well as ensuring an effective network of communication
with all of our primary Investment houses. Lemeryn
completed her Registered Financial Planning exam
in 2010.
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leanne@imscc.co.za
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LEANNE
POTGIETER joined
the practice in 2006 from a prestigious law firm,
primarily employed to manage the company's accounts,
her responsibilities in the intervening years have
been extended to include the administration of Portfolio's
as well as the administration of deceased estates
and trusts. Leanne continues to actively study completing
her Diploma in administration of Estates through
the University of South Africa in 2009 and the Registered
Financial Planning exam in 2010.
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louisa.a@imscc.co.za
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LOUISA
ALLAIS jjoined IMS in 1989 and was an integral
part of the development and growth of the practice
over the last 20 years. In 2010 Louisa retired from
active management but was retained as our tax and
trust consultant. Louisa's incredibly knowledge
of the industry and IMS has ensured that our clients
continue to receive the benefit of her wealth of
knowledge built up over the years.
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andrew@imscc.co.za
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ANDREW
GOODALL joined the practice in March of 2010
after having spent the last 18 years in Education,
with the last 6 years as Director of an independent
private school. Andrew was brought into the practice
as part of the practices succession plan and has
spent 2010/11 studying for and writing his Post
Graduate Diploma in Financial Planning. Andrew's
primary focus is developing the practice and increasing
the funds under administration and at the same time
communicating with clients with regards to their
portfolio's and their investment outcomes.
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brian@imscc.co.za |
Brian
Goodall My name is Brian Goodall.
I am the representative for Investment Management
Services cc, which is an Authorized Financial
Services Provider (FSP 26/10/3438), licensed to
render financial services. A copy of the license,
which contains details of the financial services
I am authorized to provide, is available for inspection
on request.
More
About Brian Goodall
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