managing client portfolios we've got you covered

AREAS OF SPECIALISATION

Private Wealth
Management

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.

Tax
Consulting

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.

Deceased
Estates

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.

Financial Services
Consulting

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.

Employee
Benefits

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.

Healthcare
Packages

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.

To assist Clients understand wealth management
before they act on incorrect advice.

OUR PROVEN TRACK RECORD

Our Mission

Platinum Consulting’s mission is to help our Clients achieve financial security through informed decision making. We will provide our customers with the most suitable, cost effective and transparent financial advice and products for their specific circumstances. We commit to placing our customers’ needs above all else.

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Our Vision

To operate at the highest level of professionalism in the industry. This vision requires that all our Advisors conduct themselves in a manner that is beyond reproach. It requires further that we treat this as our long-term professional careers. In achieving this, we enjoy in the marketplace & amongst our valued customers.

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Code of Conduct

We commit to: Placing the Client’s interests first & treating them fairly; operate with Integrity; be fair & reasonable in all relationships; apply exemplary conduct; maintain the abilities, skills & knowledge to provide competent Professional Services & Protecting the Confidentiality of all Client information.

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