InvestmentWise is an independent, INSETA accredited financial services training provider. We specialise in delivering quality, classroom facilitated courses to financial services companies, retirement fund trustees, corporates and individuals. We have extensive experience in both the financial services industry and training environment. Our broad client base and consistently positive delegate feedback are both testimony to the professionalism and practical nature of our courses.

Our course offering includes:

  • Financial Wellness workshops for employees
  • Member education for members of retirement funds
  • Trustee Training for retirement fund trustees
  • Wealth Management courses for employees of financial services companies

We believe everyone is entitled to Financial Freedom.


““The facilitator’s knowledge on this subject is excellent and well presented. Interaction with the group was most beneficial.””
Edward Masemola
The facilitator delivered the material clearly and knew her work well. A compulsory course for Trustees.”
L Mandmika (Shell SA Retirement Fund)