Pro-active & Over and Above

Pro-active &
Over and Above

Our Service Offering

Our Service
Offering

Our
Service
Offering

Wealth management

Clients

Every client has different needs and aspirations and we offer personalised advice that covers financial and investment planning that sits within our client’s professional tax advice framework.

Our clients range from individuals to families and businesses and span all age and wealth ranges. From just starting out to established, sophisticated investors we partner with our clients to ensure that they achieve their individual investment objectives.

Investment Approach

Our investment approach is built on ensuring that our clients understand their investments and the risks associated with every component of their portfolio when setting off on their wealth journey. We provide complete transparency and insight into the underlying investments that make up a client’s solution and ensure that their journey ends at the destination it was meant to.

To cater to a diverse client base, we have developed a range of different portfolios and solutions encompassing retirement and discretionary investments. We create an achievable plan which we implement alongside our clients and continually test the appropriateness of the plan and the products we have used to achieve our clients’ financial goals.

Managed Local Solutions
Managed Global Solutions
Personal Share Portfolios
Portfolio Analysis

Wealth management

Clients

Every client has different needs and aspirations and we offer personalised advice that covers financial and investment planning that sits within our client’s professional tax advice framework.

Investment Approach

Managed Local Solutions
Managed Global Solutions
Personal Share Portfolios
Portfolio Analysis

Wealth management

Clients

Every client has different needs and aspirations and we offer personalised advice that covers financial and investment planning that sits within our client’s professional tax advice framework.

Investment Approach

Managed Local Solutions
Managed Global Solutions
Personal Share Portfolios
Portfolio Analysis

Business Consulting

Consulting on all commercial transactions
Development of financial control systems and procedures
Evaluation of contracts and agreements as well as drafting of agreements
Feasibility studies of projects and/or businesses

Day-to-day Accounting

Day-to-day
Accounting

Accounting services from cashbook to financial statements
Payroll
Monthly returns, i.e. VAT, UIF, PAYE etc.

Taxation

Individual, company and trust tax returns and tax planning
Retirement planning including trusts
Salary structures

Statuory

Incorporation of companies
Secretarial services
Incorporation of trusts
Statutory registrations, i.e. VAT, PAYE, UIF, SDL & Workmen's compensation

Specialty Services

Forensic investigations
Corporate finance structures

Audit & Assurance

Statutory audits
Limited review audits
Internal audits
Design and implementation of procedures and controls

Mergers, Acquisitions, &
Re-structuring Advisory

Mergers, Acquisitions,
& Re-structuring
Advisory

Corporate finance structures
Specialised structures to optimise commercial transactions
Due diligence reviews
Restructuring of groups that are ineffective
Company business reviews

We provide expert financial advice to both individuals and businesses. With over 25 years of experience, we’ll ensure that you’re always getting the best guidance from the most professional company in the industry.