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It's the time for your best investment. Talk to an expert consultant!

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It's the time for your best investment. Talk to an expert consultant!

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Our Services

Trust & Estate Planning

Innovate Trust & Estates helps families honour their loved ones’ wishes by managing estate and trust administration with care, integrity, and a focus on preserving wealth for future generations.

Alternative Investments

Focuses on multi-asset investment solutions across private equity, private debt, renewable energy, property, agriculture, offshore investments, and tax-efficient structures. Helping clients diversify their portfolios and build wealth through carefully selected alternative asset classes.

Traditional Investments

Innovates Traditional Investments consist of regulated advice, practical planning, and long-term thinking, helping clients build and protect what matters most. From retirement planning to unit trusts, tax-free savings, endowments and direct share portfolios. 

Offshore Investing

Diversify globally, protect wealth from local market risks, and structure offshore assets for long-term growth and generational transfer.

Family Offices

Innovate Family Office helps ultra-high-net-worth families structure, grow, and preserve wealth across generations through bespoke, coordinated, and legacy-focused advice.

Full Financial Planning

Building clear financial plans that helps clients build, protect, and preserve their wealth through personalised advice across investments, retirement, risk, tax, and legacy planning.

Trust. Invest. Earn.
Time for a better future.

We place your hard-earned money into bespoke investment opportunities. Investing in niche industries have enabled us to consistently target and achieve CPI +10% for our clients.

To get in touch, click on the link below to find out more.

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Latest Insights

Harvesting Success: Invest Alongside Two of SA's Top 4th Generational Farmers

Harvesting Success: Invest Alongside Two of SA's Top 4th Generational Farmers

Harvesting Success: Invest Alongside Two of SA’s Top 4th Generational Farmers 15th November 2024 by Editor News24 This content is brought to…
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Invest in Commercial Solar and Access S12BA Tax Deductions

Invest in Commercial Solar and Access S12BA Tax Deductions

Invest in Commercial Solar and Access S12BA Tax Deductions 8th August 2024 by Editor Business Tech   This content is brought to…
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How SARS can help fund your next renewable energy investment

How SARS can help fund your next renewable energy investment

How SARS can help fund your next renewable energy investment 26th June 2023 by Editor BizNews   This content is brought to…
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Why Choose
Innovate Solutions?

With an ever changing world, it’s not rocket science that your investment and asset choices should evolve. With a combined experience of more than 42 years in the financial industry, we have identified a clear gap in the market. Many investors consider certain bespoke options, shared by Innovate to enhance your returns.

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Our Mission

We believe that our client’s investments and asset choice should evolve with an ever-changing world.

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Our Vision

As a key industry player, we’ve developed a model that seems to work well for our clients.

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Our Values

We operate within the ambit of excellence, innovation and professionalism with all our clients and partners.

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Want To Get Started Today?

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Investment

(010)-100-8254
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Group 4

Privacy Policy

Innovate Alternative Assets & Solutions (Pty) Ltd

1. About this Policy

Innovate Alternative Assets & Solutions (Pty) Ltd (“Innovate”, “we”, “our” or “us”) is committed to protecting your personal information in accordance with the Protection of Personal Information Act, 2013 (“POPIA”).

This Policy explains how we collect and use your information when you:

  • Register for a webinar or event;
  • Complete a LinkedIn Lead Form;
  • Subscribe to our communications;
  • Visit our website; or
  • Enquire about our financial products and services.
 

2. Information We Collect

We may collect information such as your:

  • Name and surname;
  • Email address
  • Telephone number;                                                                                                                                                          

We may also collect limited technical information, including your IP address, browser and device information.                                                                                                                                                             

3. How We Use Your Information

We may use your information to:

  • Manage webinar and event registrations;
  • Send confirmations, reminders and event links;
  • Provide presentations and educational resources;
  • Respond to enquiries and arrange adviser meetings;
  • Share relevant educational content, market updates and investment information;
  • Improve our services and client experience; and
  • Meet our legal and regulatory obligations.
 

We process your information with your consent, to provide a service you requested, for legitimate business purposes, or where required by law.                                                                                                                                                       

4. Marketing Communications

Where permitted, we may contact you about future webinars, educational events, market insights and financial products or services.

You may unsubscribe at any time by using the unsubscribe link in our emails or contacting us directly.                                                                                                                                                             

5. Sharing Your Information

We do not sell your personal information.

We may share information with trusted service providers, including:

  • Zoom webinar platforms
  • LinkedIn registration platform
  • CRM, email and cloud service providers
  • Professional advisers
 

These service providers must handle your information securely and only for authorised purposes.                                 

6. Security and Retention

We use reasonable administrative, technical and physical safeguards to protect your information against loss, misuse, unauthorised access or disclosure.

We retain information only for as long as reasonably necessary for business, legal and regulatory purposes. Information that is no longer required will be securely deleted or anonymised.                                                                     

7. Your Rights

Under POPIA, you may:

  • Request access to your personal information
  • Ask us to correct or update your information
  • Request deletion where legally permitted
  • Withdraw your consent
  • Object to certain processing or marketing; and
  • Submit a complaint to the Information Regulator of South Africa.                                                                                            

8. Cookies and External Websites

Our website may use cookies to improve functionality and understand website traffic. You can manage cookies through your browser settings.

Our website or communications may contain links to third-party platforms such as LinkedIn or Zoom. Their own privacy policies apply when you use those services.                                                                                                                             

9. International Processing

Some trusted technology or cloud service providers may process information outside South Africa. Where this occurs, we will take reasonable steps to ensure that appropriate safeguards are in place.                                                                                                                                                                                                                                                                                                                               

Contact Us

For questions, requests or objections relating to your personal information, please contact:

Innovate Alternative Assets & Solutions (Pty) Ltd
Financial Services Provider: FSP No. 53040

Email: info@innovatealternative.com
Website: https://innovatealternative.com
Telephone: (010) 100 825