About Us

Innovation. Collaboration. Vigilance.

Our Story

South African families have faced the harsh reality of not being able to retire comfortably, often passing the financial strain to the next generation. With 94% of South Africans unable to retire comfortably, due to poor saving patterns, together with underperforming funds, rising costs, and currency depreciation, it is evident that traditional investment strategies aren’t enough. Innovating around these challenges became our calling. Innovate Alternative Assets & Solutions was established to provide a platform to outperform the traditional asset classes, to provide long-term financial security and making it possible for our clients to retire comfortably.

We made it our priority to build strong, transparent relationships with our clients. These values are reflected in every investment decision we make, ensuring that our clients’ interests come first.

We continuously seek new opportunities in certain defined sectors and industries, developing bespoke investment products that can deliver great returns. Whether it’s through alternative assets or our Section 12BA tax deductible investment offerings, we stay ahead of the curve to ensure that our clients benefit from opportunities that are proactive in creating and preserving their wealth.

Our Future

At Innovate Alternative Assets we believe that the future of wealth management lies in breaking free from conventional methodology. The financial landscape is evolving rapidly, and with it, the need for forward-thinking strategies are required to deliver real value to investors. As we look to the future, our mission remains steadfast: to provide investors with diversified, high-yield and growth opportunities that transcend traditional asset classes, allowing you to not only protect your wealth, but help it flourish in an increasingly uncertain world.

By offering alternative asset strategies that generate optimal returns for the risk taken and providing uncorrelated returns to traditional portfolios, we aim to empower our clients with the financial freedom they deserve.

Our Goal

Our goal is to expand our portfolio of alternative investment products, delivering consistent returns that outpace traditional assets while helping 1 million South Africans achieve sustainable financial security by 2040. We aim to promote financial literacy, empower investors with knowledge, and to leverage cutting-edge technologies to enhance their experience. As we grow, we aspire to establish Innovate as a key player in both the local and global alternative investment markets, offering innovative opportunities and solutions that meet the evolving needs of our clients.

“The Innovate Logo, (the hexagon) is believed to be the strongest shape known by man. With this in mind we aim to provide our clients with that very same energy and strength, to help each client achieve financial stability.”

The Hexagon is also found throughout nature and is symbolic to the presence of harmony, strength, unity, and balance, which is what we aim to create for all our clients. Innovate is always looking for more robust and/or recession-resilient opportunities, that are bespoke, and to provide our clients with the best, optimal returns for their risk taken.

Core Values

Our mission is to help one million South Africans achieve sustainable financial security by 2040 by offering transparent, cost-effective, high-yield, diversified alternatives that transcend the limitations of traditional asset classes. With our varied knowledge and expertise, we work hand-in-hand with our clients and partners to transform the way people build, preserve, and grow their wealth in South Africa and beyond.

To be the foremost leading alternative investment company, that empowers individuals, high net worth individuals and family offices to achieve financial freedom.

Innovates values are deeply rooted in the belief that every South African family deserves the opportunity to retire with dignity and confidence. For too long, families have faced the harsh reality of financial insecurity, often passing the burden to the next generation. We believe it’s time to change that narrative.

With integrity at the core of everything we do, we are committed to transparency and ethical practices that put our clients’ best interests first. We build trust through relationships founded on honesty and mutual respect, ensuring our clients feel empowered to take control of their financial futures. Our ultimate goal is to create prosperity—not just in terms of financial returns, but by helping families break the cycle of financial strain, allowing children to start life strong, free from the weight of their financial burdens.

Together, we can build legacies of generational wealth, creating a future where financial independence is attainable. Innovate is dedicated to making this vision a reality, empowering families to secure their futures and pass on prosperity for generations to come.

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