Iza Wealth Client Relations

Client Relations

The life time accumulation of global wealth moves beyond the realm of personal savings towards the establishment of a multi-generational legacy. At Iza Wealth, we understand that we are more than advisors. We are trusted partners, assisting our clients in defining their legacy.

To achieve this, our dedicated Wealth Managers place a high value on long-term trusted partnerships, placing the needs of their clients at the very centre of what they do.

Clients at Iza Wealth have come to expect not only the best-in-class service built on the unique insights of personal face-to-face interactions but:

  • The regular review of their financial portfolio.
  • The effective and professional management of their investments.
  • Clearly understandable correspondence and literature
  • Professionalism and discretion.

Our mission is truly to offer service that goes the extra mile, offering qualified, quality, unbiased advice that is tailor-made to meet clients’ needs.

Disclaimer

All Iza Wealth subsidiaries that render financial services are duly authorised in terms of the FAIS Act. In formulating the information in this message, Iza Wealth has taken due care to ensure that the information contained herein is relevant and accurate. This information is private and protected by law and any disclosure, copying or distribution of this information is prohibited. The information is subject to change without notice. Any legal, technical or product information contained herein is not to be construed as advice from Iza Wealth, and no representation, warranty or undertaking (expressed or implied) is given and no responsibility or liability is accepted by Iza Wealth.

Iza Wealth Disclaimer
Iza Wealth Privacy Policy

Privacy Policy

Iza Wealth will not sell or lease your personally identifiable information to anyone.

Iza Wealth may send personally identifiable information about you to other companies or people when we need to share your information to provide the product or service you have requested.

In all other cases, the only information we will ever disclose to third parties (e.g. advertisers) is aggregate information about our users.

Aggregate information will never identify you. It only identifies the user population in general terms, e.g. 52% males visit a particular site.

We are not responsible for the privacy practices or the content of sites linking out of the Iza Wealth website.

Terms of Use

Neither Iza Wealth nor any of its agents or representatives shall be liable for any damage, loss or liability arising from the use of or inability to use this website or the services or content provided from and through this website.

This website is supplied on an “as is” basis and has not been compiled or supplied to meet the any user’s individual requirements. It is the sole responsibility of the user to satisfy themselves, prior to entering into any agreement with Iza Wealth, that the service available from and through this website will meet the user’s individual requirements and be compatible with the user’s hardware and/or software.

Information, ideas and opinions expressed on this site should not be regarded as professional advice or the official opinion of Iza Wealth, and users are encouraged to take professional advice before taking any course of action related to the information, ideas or opinions expressed on this site.

When this site collects private information from users, such information shall not be disclosed to any third party unless agreed upon between the user and Iza Wealth.

Iza Wealth may, in its sole discretion, change this agreement or any part thereof at any time without notice.

Iza Wealth Terms of Use

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