Shaun Matthews

Experience

• 

  PricewaterhouseCoopers

  Jan 2004 - Apr 2007

  Auditor
• 

  Independent Wealth Managers (Pty) Ltd

  Apr 2007 - now

  Financial Advisor
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  Independent Wealth Managers

  May 2007 - now

  Director / Certified Financial Planner ®

  Independent Wealth Managers consists of accountable professionals that will focus on creating long-term wealth, based entirely on your unique circumstances. You will find our highly personalised approach ensures that we gain an in-depth understanding of your financial objectives, a necessity to navigate you in what has become a complex, ever-changing economic landscape. We are proudly independent in our choice of product providers meaning that we can be truly objective in selecting the right solutions for our clients.Your objectives, risk appetite and financial situation are key factors that we consider in ensuring our professional and bespoke services meet the requirements of your financial profile.Our heritage dates back to 2003, when we were established in Durban, KZN. Expanding ourselves and our business purpose. Today we advise an affluent base of clientele residing and conducting business throughout South Africa and abroad.Our team has been hand-picked for their industry experience, professionalism and commitment to service excellence. All our financial planners are experts in financial planning, are members of the Financial Planning Institute of Southern Africa (FPI), and are CFP® professionals. Our advice team is backed by 19 highly skilled support staff.Our clients find comfort that our team-based approach delivers a unique blend of specialist skills linking financial planning, tax efficient structuring and management of worldwide assets.We are headquartered in Durban, and have offices in Cape Town and Bloemfontein, with Johannesburg coming soon. Show less