At IWP we offer a complete range of financial and investment advice, backed by our years of experience and delivered with our customary personalised approach to service. We specialise in offshore investments but we are also experts in assessing and recommending local investment opportunities and financial products.

Financial Advice

  • Assessment of your current financial situation
  • Risk profiling with relevant diversification
  • Individual bespoke portfolio building
  • Exchange-traded funds (ETFs), mutual trust funds, direct global equity, property and bonds
  • Researched and FSB-approved structured products
  • Tax efficient investments

Retirement Planning

  • Assessment of your current retirement plan
  • Retirement life and living annuities
  • Provident preservation and pension funds


  • Facilitating FOREX and foreign investment allowance
  • Facilitating exchange control approvals and declarations
  • Income Tax Clearance Certificates


Wealth preservation and asset protection.

International Tax

  • Compliance with all relevant legislation and regulations
  • Regularising your tax position
  • Tax-efficient investment vehicles
  • Tax returns and SARS related services
  • Advanced tax rulings

Voluntary Disclosure Program

  • Optimal engagement with the VDP
  • Tax position regularization
  • Legalising offshore andlocal assets