The Service Includes
- Unlimited direct telephone and email access to your advisor
- Unlimited face to face meetings as required
Three face to face planning meetings per annum including
- Structured agenda and comprehensive detailed follow up notes and recommendations
- Completion of a detailed Financial Needs Analysis to include an analysis of your balance sheet, risk (death and disability), and estate duty liability
- Your attainment of Financial Freedom.
Estate Planning (Annually)
- Analysis of existing Last Will and Testament
- Update of Last Will and Testament
- Review of Letter of Wishes to Trustees of Testamentary Trust
Analysis and Review of Investment Assets
- Fixed property assets
- Retirement Fund Assets
- Mutual Fund Investments
- Investments in Employer Structures
- Direct Stock Exchange Investments
Income Tax Return Service
- Collecting and collating information required for annual tax return
- Efiling annual return
- Submission of bi-annual Provisional Tax Returns
Tax Advice Service
- Ad hoc tax advice relating to;
- Local tax implications of various transactions
- Offshore tax implications of various transactions
Ad hoc Legal and Financial Advice
- Update on all legislative issues relating to and impacting on your financial freedom and wellness
- Legal advisory service as a first call on any legal related matter impacting you, your family or your business interests
Intermediary Service
- Risk and Investment Product placement at zero charge
Cost
- Hourly charge out rate is R2000 (excl. VAT).
- Retainer fee is R2500 (excl. VAT) pm via debit order or direct payment (EFT) or R30 000 per annum.
- The above retainer fee provides for a maximum of 25 hours of billable hours per annum.
- Any time charge exceeding the 25 hours per annum will be billed at the discounted rate of R950 per hour (excl. VAT)
For a more detailed breakdown, please refer to the below PDF: