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Finanical Planning & Insurance

"In life, everyone should set goals and plan towards a better tomorrow"

Our professional and recognized Financial Planner is here to assist you with planning your future. Registered with the Institute of Financial Planning South Africa, we are determined towards maintaining complete professionalism and trust, whilst complying with the FAIS Act. We are dedicated towards acting with honesty, integrity, due diligence, and fairness at all times, ensuring that we put your needs first.

We should all set goals which we would like to achieve. It can either be a short-term goal, such as saving for a new vehicle or it can be a long-term goal, such as saving towards your retirement.

Using the six-step financial planning process, a complete Financial Needs Analysis is carried out and strategies are developed towards achieving your goals. Based on the strategy development, suitable Financial Products are analysed and implimented towards your needs.

Life and Disability Insurance
Retirement Annuity
Pension Funds
Funeral Cover
Vehicle and Home Insurance
Commercial Insurance
Professional Indemnity
Marine Insurance
Agriculture Insurance
Liability Insurance
Investments
Medical Aid and Health Insurance
GAP cover
Will & Trust
Estate Planning
Employee Benefits

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Tax Planning

Tax Planning plays an important role in the Financial Stability of every Individual and Business.
Tax Planning is the process of Analysing a Financial Plan or situation from a Tax Perspective. Our registered Tax Practitioner, will assist you with conducting a Needs Analysis of your Financial Situation and thereafter preparing a Financial Plan which will assist with managing your Tax Liabilities more effectively. Our objective is to ensure, either you or your company complies with the regulations of the South African Revenue Services (SARS). We offer registrations for Tax Types, Filing Tax Returns, Administration and stratergies to remain compliant.

Tax Returns for Individuals
Provisional Tax Returns for Enterprises
Tax Debt Management
Tax Calculations
Advice on Tax Planning
Tax Directives and Disputes
Foreign Employment Income Exemption
Tax and Starting Work
Tax and Retrenchment
Tax and Retirement
Tax and Disability
Tax and Emigration
Tax and Non-Residents
Small Business and Tax
Customs and Excise
Air Passenger Tax
Capital Gains Tax
Corporate Income Tax
Diamond Export Levy
Dividends Tax
Donations Tax
Estate Duty & Trust
International Oil Pollution Levy
Mineral and Petroleum Resource
Pay As You Earn
Personal Income Tax
Provisional Tax
Securities Transfer Tax
Skills Development Levy
Transfer duty
Turnover Tax
Unemployment Insurance Fund
Value Added Tax
Withholding Tax on Interest
Withholding Tax on Royalties

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Employers &
Payroll Management

We offer an extensive range of Payroll Management Services to Small and Medium Enterprises.

Our Professional Team strives to provide high-quality services with due diligence and professionalism, allowing you to rest assured that your Payroll Administration is conducted accurately with attention to detail, meeting all compliance obligations.

Our Qualified Financial Planner will conduct a complete Payroll Analysis, to determine your payroll needs. Based on the Analysis, a payroll strategy will be implemented, ensuring your payroll needs are met and that your company always remains compliant.

Payroll Strategies in accordance with the needs of your company
Payroll registrations (PAYE, UIF & SDL)
Employee income tax registration
Payroll data administration
Employee data administration
Monthly payslips
Administration of payments for PAYE, UIF & SDL to the relevant authorities
Preparation and submission of monthly payroll reports: EMP201, UI19
Preparation and submission of annual pay
roll reconciliation report: EMP501
IRP5 / IT3(a) certificates for employees
Tax clearance certificates / letter of good standing for your company
All enquiries relating to the South African Revenue Services
Dedicated consultant allocated to your company, providing you with ongoing support and services

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Enterprises & Value-Added Tax (VAT)

The compliance of your business is important. We offer a comprehensive range of services to ensure that your business is compliant and up to date with the regulations of the South African Revenue Services. Our team of professionals will ensure professional and diligent services, with timeous processing of your VAT Administration.

Our Qualified Financial Planner will assist you with advice, guidance, and strategies to ensure you are compliant.

ValueAdded Tax (VAT) Registration
Preparation of monthly VAT Returns
Submission of monthly VAT Returns (VAT201)
VAT data administration
Liaising with the South African Revenue Services on your behalf
Resolving enquiries which may arise on your monthly VAT201 submission.
Tax clearance certificate / Letter of good standing
All enquiries relating to the South African Revenue Services
Dedicated consultant allocated to your company, providing you with ongoing support and services.

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Financial Planning & Taxation

Our Services