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Traditional FSCA Investments

Stable Returns. Trusted Structures
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Bespoke Investment Solutions for Discerning Investors

Innovate Solutions Group is the dedicated investment arm of Innovate Alternative Assets & Solutions, designed to bring more choices and confidence to modern wealth management. As a fully registered FSCA licensed independent financial advisory platform, we offer access to a broad spectrum of investment solutions, from direct share portfolios and expertly structured strategies to ETFs, unit trusts, tax-free investments, and assurance vehicles. Through our partnership with a discretionary fund manager, we offer professionally constructed model portfolios tailored to each client’s unique investment profile, needs and objectives. With access to more than 17+ leading investment and insurance platforms, we curate institutional-grade opportunities and combine them with personalised advice and disciplined execution, delivering fully integrated, end-to-end wealth solutions through a single, trusted partner in an increasingly complex global environment.

Compulsory

Compulsory Portfolios

Retirement Annuities, Pension Fund, Provident Fund, Living Annuities, Preservation Fund
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Discretionary

Discretionary Portfolios

Unit Trusts, Tax Free Savings Account, Endowment Policies, Direct Share Portfolio
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Leading Investment & Insurance Platforms
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Financial Advice

Strategic advice for every stage of your life. Guiding you with smarter decisions to grow and protect your wealth.

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Estate Planning

Plan today for the legacy you leave behind. Ensuring your assets are preserved and passed on with intention.

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Retirement Planning

Plan confidently for the life you want. Smart retirement strategies to secure your income and lifestyle.

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Tax Planning

Strategic tax solutions designed to protect your wealth, improve efficiency, and ensure every rand works harder for your future.

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Financial Advisory Services

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Download Innovate Wealth Fun Fact Sheets

Access clear, practical insights tailored to traditional financial planning and investment solutions. The Innovate Wealth Fun Fact Sheets simplify key concepts around retirement planning, unit trusts, direct share portfolios, tax-free investments, and structured wealth strategies, empowering you to make more informed, confident decisions. Download your copy below to learn how you can protect, grow, and preserve your wealth.

Innovate Balanced
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Innovate Moderate
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Innovate Conservative
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Innovate Stable
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Innovate Worldwide
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Investment

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