Making better choices
is not always this easy

 

Values

  • we believe our clients are our greatest asset.
  • we will meet the needs of our employees by providing security and opportunity to those employees willing and able to meet the increasing demands of the evolving marketplace.
  • we believe that our customers should always be treated in the same manner that we would want to be treated.
  • we will meet the needs of our customers by providing them the security, products and services they expect.
  • we believe the service we provide is critical to our customers and the well being of our clientele.
  • we believe that earning a profit is good and contributes to the financial security we provide to our customers.
  • we believe in having fun.

 

Business Financial Planning in South Africa

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Financial planning in business is not only about reacting to immediate financial concerns but also about preparing for the future. Whether it’s ensuring the company has adequate business insurance, planning for leadership transitions, or investing in wealth management strategies, every decision should be made with sustainability in mind.

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Posted by Gary Walker on Wednesday, February 19, 2025 Views: 788

Your Ultimate Tax Planning Guide

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South Africa’s tax system is regulated by SARS, which oversees the collection of taxes and ensures compliance with the law. Every individual and business earning income within South Africa is required to contribute, based on specific rules that determine their tax obligations.

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Posted by Gary Walker on Wednesday, January 29, 2025 Views: 893

Budgeting For Christmas – How Not to Go into Debt Over the Festive Season

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The festive season can be a time of financial strain as the pressure to spend on gifts, meals, and decorations mounts. Practicing effective budgeting for Christmas is essential to ensure you enjoy the season without sacrificing your financial stability or going into unnecessary debt.

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Posted by Gary Walker on Wednesday, December 4, 2024 Views: 748