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Our Services
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.
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.
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.
Diversify globally, protect wealth from local market risks, and structure offshore assets for long-term growth and generational transfer.
Innovate Family Office helps ultra-high-net-worth families structure, grow, and preserve wealth across generations through bespoke, coordinated, and legacy-focused advice.
Building clear financial plans that helps clients build, protect, and preserve their wealth through personalised advice across investments, retirement, risk, tax, and legacy planning.
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.
Latest Insights
Harvesting Success: Invest Alongside Two of SA's Top 4th Generational Farmers
Invest in Commercial Solar and Access S12BA Tax Deductions
How SARS can help fund your next renewable energy investment
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.
Our Mission
We believe that our client’s investments and asset choice should evolve with an ever-changing world.
Our Vision
As a key industry player, we’ve developed a model that seems to work well for our clients.
Our Values
We operate within the ambit of excellence, innovation and professionalism with all our clients and partners.


