SERVICES
We provide a number of services to Individuals, Business and Trusts. Simply click any service listed below to read more.
INVESTMENT ADVICE
What this service includes:
Whether you just started working or received a windfall payment, you might want to ask for advice to hear where you should invest and what you can expect from your investment..
RISK COVER ADVICE
What this service includes:
Life is great at handing out curve-balls, and having the appropriate risk cover in place will ensure that your loved ones are cared for in your absence.
PRE-RETIREMENT PLANNING
What this service includes:
How much do you need to save, starting today, to achieve your desired standard of living in your golden years?
POST-RETIREMENT PLANNING
What this service includes:
You have worked your whole life to enjoy the full glory of Retirement, and you deserve to have peace of mind when it comes to your income at retirement.
ESTATE PLANNING
What this service includes:
A well-structured Estate Plan that ensures a smooth transfer of your assets at your death, is worth its weight in gold.
INCOME TAX PLANNING
What this service includes:
Tax. That word few of us love. Luckily, we are able to help you to ensure that this area of your financial planning is not taxing on your mental energy.
MEDICAL AID PLANNING
What this service includes:
Which Company? Which Plan? Should I take Gap Cover? Hospital Plan only? We are here to help guide you through these questions.
BUDGETING ADVICE
What this service includes:
Living financially stress-free does not start with a massive income, it all starts with a properly managed monthly budget. A big income means nothing without the correct expense control.
LAST WILLS & TESTAMENTS
What this service includes:
Ensure that your last wishes are simple and easy to execute when your family deals with the grief of your passing.
EXECUTORSHIP ON ESTATES
What this service includes:
The labyrinth of executorship is certainly better executed by professionals who ensure that the passing of a loved one does not turn into an administrative burden.
PENSION FUND ADVICE
What this service includes:
A well-structured savings vehicle for your employees will ensure that your staff turnaround reduces, and that your employees are looked after at their retirement.
GROUP RETIREMENT ANNUITY ADVICE
What this service includes:
As with Pension Fund Advice, Group Retirement Annuities is the answer for specific businesses looking to encourage saving for retirement amongst employees.
GROUP RISK COVER ADVICE
What this service includes:
Ensure that your employees and their families are looked after in case of illness, disability or death.
GROUP MEDICAL AID ADVICE
What this service includes:
This is a great way to ensure that your employees receive sound advice for their individual Medical Aid needs.
BUSINESS ASSURANCE
What this service includes:
Ensure that the going concern of your business does not get interrupted by events outside of your control.
ACTING AS TRUSTEES
What this service includes:
Trusts require an independent trustee, and with our years of financial experience we are able to provide objective and insightful advice to fellow trustees.
TRUST PLANNING ADVICE
What this service includes:
A well-managed and properly structured trust requires significant planning and management whether it has been running for years, or whether it is being set up for the first time.
TRUST INCOME TAX
What this service includes:
With increasing scrutiny on the tax payable (or not payable) by trusts, it is vital to have a professional guide you through this seemingly treacherous aspect.
FINANCIAL STATEMENT PREPARATION
What this service includes:
Trusts need to submit financial statements annually to SARS, therefor it is vital to ensure that these are professionally done.
TRUST INVESTMENT ADVICE
What this service includes:
Different trusts have different goals, ranging from capital preservation to income generation. Make sure that the underlying investments are structured correctly to achieve these goals.
