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Discretionary Portfolios

Tailored Strategies. Targeted Results.
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Expertly Managed Portfolios, Tailored for Your Wealth and Legacy

Discretionary portfolios are professionally managed model portfolios where our experts make day-to-day investment decisions on behalf of clients, aligned with their goals, risk tolerance, and time horizon. Through a partnership with Graviton, a discretionary fund manager, we offer model portfolios that combine shares, ETFs, unit trusts, and structured strategies, providing institutional-grade opportunities with personalised oversight. This approach allows clients to access sophisticated investment strategies efficiently, respond quickly to market opportunities, and enjoy fully integrated, hands-on wealth management, all delivered through a trusted, independent financial advisor.

Unit Trusts

Unit Trusts

Put your money to work without locking it away. Unit trusts let you pool your investment with others, professionally managed across markets, so you can grow wealth over time, access it when needed, and stay in control.
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Tax Free Savings Account

Tax Free Savings Account

Let your savings grow without tax on returns. A Tax-Free Savings Account lets your investment earnings compound tax-free, year after year, helping you build a stronger future with flexibility, simplicity, and every rand working harder.

Endowment Policies

Endowment Policies

Build your wealth with structure and discipline. An endowment policy is a long-term investment wrapper with built-in rules, tax efficiency, and optional estate planning benefits, helping you grow and protect your money for future goals.

Direct Share Portfolio

Direct Share Portfolio

Invest directly into leading companies and take full ownership of your wealth. Direct share portfolios gives you access to carefully selected company's shares, potential dividend earnings, and the freedom to adjust your portfolio as your financial goals evolve.

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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