Philip Plotz's Contact Details

Philip Plotz's Company Details

COMPANY HISTORYIOTA Investment Services (Pty) Ltd was established in 1993, through the amalgamation of two businesses which had been running since 1986. In 1998 it became a subsidiary of IOTA Financial Services Ltd, which listed on the JSE in the same year. When the holding company de-listed in 2002, the board of IOTA Investment Services performed a management buy out. Today the company remains a niche financial services practice offering value to high nett worth individuals. It provides a holistic wealth management service, acting as financial director to clients and families who often have the knowledge, but not the time, to manage their local and global finances. We are proactive in meeting regularly with our clients to take the necessary steps to achieve our goals jointly. VISIONIOTA's vision is to have a high degree of competence in wealth management locally and abroad. We align our business interests with like minded clients and strategic suppliers and maintain the promotion of a client to client platform for mutual success. MISSIONTo continuously uphold without remittance the highest of business integrity and ethics, and to ensure our clients receive no less. Unerring, we will always take the high road; now and into the future. VALUESWe live by our values of integrity, commitment, honesty and personal performance to clients, the business and employees.SERVICE OFFERING IOTA Investment Services offers the following services:- Retirement planning- Wealth planning and management- Asset allocation - Estate planning- Corporate advice- Risk planning