Impetus Wealth Advisors | Pretoria, South Africa | Wealth Management and tailored financial services – Page 2 – Impetus was founded in 1998 by Pieter Venter who had a vision of building an independent advisory practice who places the interest of clients first. Impetus Wealth Advisors has evolved and has introduced Chartered Financial Analyst charterholders (CFA) with experience at three of the country’s top wealth management firms as well as an Investment Professional at a well-regarded Family Office. This combination of skills enable the team to provide clients with expert advice and insights across the wealth spectrum.

Is a Living Will a Will?

Featured Fiduciary Services October 30, 2020

by Pieter Venter, B.Iuris, CFP® It is widely known that a Will can be a highly effective estate planning tool. Over and above a valid last Will and Testament however, there are several other estate-planning tools and instruments that can be used

What is a Letter of Wishes?

Featured Fiduciary Services September 29, 2020

by Pieter Venter, B.Iuris, CFP® What is a letter of wishes and where does this fit in? To answer this it should be noted that a letter of wishes is not a Will and as such not subject to the Wills Act.

The missing ingredient

Opinion September 1, 2020

by Martin de Bruyn, CFA, CFP® I believe that there is a missing ingredient in society. That missing ingredient is women in leadership roles. As women’s month is ending, I thought it will be apt to write down some of my thoughts

How did we get here?

Featured Investment Advisory Services June 23, 2020

by Martin de Bruyn, CFA, CFP® Markets are truly fascinating. This year we have witnessed a market crash and are in the midst of probably the biggest economic contraction ever, yet the South African and US stock market as examples are roughly

What now 3?

Wealth Planning April 29, 2020

by Martin de Bruyn, CFA, CFP® In the previous memo I alluded to focusing on things that you can control. Now, I would like to look at what those things might be, practically speaking. Lockdown can be used as a useful time

What now 2?

Investment Advisory Services April 6, 2020

by Martin de Bruyn, CFA, CFP® Over the last two months, we have witnessed some of the most volatile markets. Truly gut-wrenching moves. I want to commend every investor who has been able to look past the current events and still stay

What now?

Education Investment Advisory Services March 23, 2020

by Martin de Bruyn, CFA, CFP® We already had to cope with five years of low returns from South African shares and now we had a +/-30% decline mainly due to the Covid-19 pandemic. The health risk and economic slowdown is very

Books for the beach 2019

Education December 20, 2019

by Martin de Bruyn, CFA, CFP® I recently watched a documentary on Netflix called “Inside Bill’s Brain: Decoding Bill Gates” in which one of his friends mentions that Bill is a voracious reader who reads about 14 books during his holiday break.

Impetus Wealth Advisors - The importance of the executor of an estate

Death and Taxes

Fiduciary Services September 26, 2019

by Martin de Bruyn, CFA, CFP® It has become increasingly easier to invest money abroad over the years. This is still Treasury’s intention but there are no guarantees offered for the future. South African citizens over the age of 18 are currently

Funding Further Education

Education Uncategorized June 4, 2019

by Martin de Bruyn, CFA, CFP® What are your most important assets? Mine are my family and my health. This memo is about your family and specifically post school education for your children. “You are the bows from which your children as

Buffettology

Education May 1, 2019

by Martin de Bruyn, CFA, CFP® To call yourself a Warren Buffet fan is almost a cliché, but I am really one. I read most of the popular books on his life and investment philosophy about ten years ago and recently came

Market Timing

Investment Advisory Services February 6, 2019

by Martin de Bruyn, CFA, CFP® I attended an Investec Asset Management presentation recently where the presenter, Ian Cunningham, a co-portfolio manager of the Global Strategic Managed Fund (a global balanced fund), mentioned in their outlook section that “recession risks are rising