Fundamental Investments

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Welcome to Fundamental Investment

Company Profile

Fundamental Investments (Pty) Limited was founded in June 1999 in response to a market driven need to offer personalized transparent financial planning, including employee benefits and wealth management.
To this day, we continue to represent the embodiment of specialized, professional financial opinion and advice.

We proudly and confidently guide our clients, be they corporate or individuals, in their decisions on a broad range of high-yield investment products and services; adhering to the uppermost standards of corporate governance and integrity.

The team at Fundamental Investments (Pty) Limited is hard working, passionate driven by a strong code of ethics and professionalism.

We focus on providing transparent solutions specifically designed to reflect our clients’ unique situation and objectives.

Profile of Ian Dodds

Ian Dodds is the founder of Fundamental Investments (Pty) Limited.

Qualifications:

• Adv. PDFP (Employee Benefits) University of the Orange Free State, South Africa
• CFP (University of the Orange Free State, South Africa) Post Graduate Diploma in Financial Planning
• DIP FMI (RAU) Diploma in Financial Markets and their Instruments.
• Trust & Estate Practitioner

Experience:

Ian is well known and respected in the industry for his high standards and ethics with over 38 years of experience.

Ian has worked with trusts for 17 years and is an active trustee on numerous client’s trusts. In addition he works with lawyers and attorneys who deal with the estates of his clients and is a nominated executor for numerous clients. He is also experienced in offshore investmens and off shore trusts.

 


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