AREAS OF SPECIALISATION
We embrace wealth in all its facets, and while it is not confined to financial planning, protecting, growing and preserving your assets certainly is a core component. To assist you in achieving these goals, we provide professional advice and customised solutions through a range of products.
Taxes are a part of life and they don’t have to be a burden. Our Advisors provide expert advice in helping you reduce your tax exposure allowing for maximum deductions and credits available to you. This service includes completing and submitting your tax returns electronically on your behalf.
Each person’s assets, family and goals are different and the administration of an estate can be highly complicated. Our in-house Legal Advisor engages as the Executor for the deceased estate, taking care of all administrative requirements, managing this burden on behalf of the family.
As times become more challenging and with unfavourable economic conditions, businesses need to be street-smart, creative and forward thinking. Our team provides a deep understanding and extensive industry experience to assist our Clients in addressing business issues that goes beyond traditional day-to-day operations.
Whether your motivation is moral, social, economic, or you are using employee benefits to attract and retain key staff, you take on a huge responsibility. Dealing with a reputable market leader with an established track record, makes this journey effortless.
Medical Aid and Healthcare is an extremely specialised industry. Hospital and Healthcare costs are on the constant rise and with the vast amount of available products and benefits, makes it extremely difficult to make sense of.