BUSINESS ADVISORY

We Unlock the Power of Integrated Tax Strategies and Insurance Solutions for Enhanced Financial Security

OUR SERVICES

Financial Planning

We follow a six step process that represents ‘best practice’ with regard to financial planning methodology which encompasses all the processes and procedures necessary to develop and implement a financial planning model that will optimise clients’ results.

Tailored Financial Modelling

Financial position, objectives and constraints are taken into account and postulated and included in a tailored financial model, unique to each client.

Identification of suitable Investment and Risk Products

Clients’ appetite for risk and their risk profiles are determined and formalised with the view to access a vast array of investment products that will benefit to clients in their decision making process.

Business Advisory & Insurance

We offer a variety of business advisory options that provide distinct advantages, particularly when combined with appropriate tax planning approaches

We are Registered Financial Advisors

Company registrations & CIPC changes

Company registrations and amendments
Share certificates and share registers
Disputes with CIPC
CIPC Annual Returns
Annual Beneficial Ownership declaration

Business Valuations

Valuations for sales, mergers, or acquisitions
Shareholders buy-in and buy-out valuations
Discounted cashflow, multiple earnings, NAV valuations

Investment and Insurance Solutions

Tax-efficient retirement and investment products
Short term insurance
Bank and home loans
Risk cover for estate and CGT planning
Financial solutions with business tax strategies

Identification of suitable Investment and Risk Products

In order to position us to give the necessary advice and to have access to a variety of financial products and alternative investments that suit the needs of clients, we have obtained the necessary accreditations through Discovery which will enable us to highlight the advantages and disadvantages of each product with the view to select an investment or risk vehicle most suited.