FINANCIAL PLANNING IS FOR EVERYONE – NOT JUST THE WEALTHY

In our view Financial Planning IN TERMS OF OUR HOLISTIC SERVICE EXPERTISE is not about the product but ADVICE AT A PROFESSIONAL LEVEL  assessing our clients circumstances and financial goals in the following key areas:

PERSONAL

• Guide our clients to develop a medium to long term specific and “holistic financial plan” – allowing our clients to reach long term financial goals
• Draft a Will
• Life Cover requirements
• Retirement planning
• Children education financial planning

BUSINESS

• Business assurance
• Partnership agreements
• Key Man assurance
• Contingent liabilities
• Pension Fund contributions

TAX PLANNING

• Personal Tax planning
• Be Tax Smart – “ why pay SARS when you can pay yourself” 
• Maximise Tax allowances & meet SARS deadlines
• Tax Migration – Tax Residency
• Foreign Investment opportunities

COMPANY  &  TRUST  ACCOUNTING

• Company accounting and audit services
• Payroll
• Vat and PAYE submissions to SARS
• Trust Registration and Administration

CIPC SECRETARIAL

• Company registration
• Directors appointments and Resolutions
• CIPC annual returns

In addition to the Tax , Accounting and Secretarial services above we have the skills and expertise in order to engage with our clients in the Financial Planning Journey offering our “holistic approach” in terms of Wealth Creation