BROKERS / ACCOUNTANTS (PTY) LTD
Get the best financial advice
Financial services and products for Individuals, Professionals or Business Owners.
MEDICAL AID & GAP COVER
Compare different medical schemes. Get advice on the best option for you. Choose between - Hospital plan only, Comprehensive options or Entry level medical cover. Individuals or Employer group members.
LIFE INSURANCE
Portfolio review for needs-based life cover. Life Insurance, Income Protection, Lump sum disability cover, Severe illness (dreaded disease) cover, Funeral cover, Education Protection and Additional Expenses cover.
DRAFTING OF WILL
Drafting of your will. Having a will determines the “who, what, and when” of your estate, your decision about who will take care of minor children and how your assets should be dealt with.
TAX & ACCOUNTING SERVICES
Tax services for natural persons, companies, trusts and business owners. Submitting of tax returns and E-filing. See the 2020 Tax tables on the Services page.
SHORT TERM INSURANCE
Insurance for your Car, Household contents, Building cover, Specified All Risks etc.
Individuals or Corporate policies and Contractors all risk cover.
INVESTMENTS
Lump sum or Monthly debit order investments.
COMPANY REGISTRATION
Registering new or shelf companies. Tax planning and annual returns.
Your Business
We aim to provide you with best advice for your Business. This will include planning for : Tax, the correct way of using a Trust, Investing for your business, Key Person Insurance, Buy-and-Sell cover & agreements, Short term insurance for your Business.
MEDICAL AID &
GAP COVER
Compare different medical schemes. Get advice on the best option for you. Choose between - Hospital plan only, Comprehensive options or Entry level medical cover. Individuals or Employer group members.
LIFE INSURANCE
Portfolio review for needs-based life cover. Life Insurance, Income Protection, Lump sum disability cover, Severe illness (dreaded disease) cover, Funeral cover, Education Protection and Additional Expenses cover.
DRAFTING OF WILL
Drafting of your will. Having a will determines the “who, what, and when” of your estate, your decision about who will take care of minor children and how your assets should be dealt with.
TAX & ACCOUNTING SERVICES
Tax services for natural persons, companies, trusts and business owners. Submitting of tax returns and E-filing. See the 2020 Tax tables on the Services page.
SHORT TERM INSURANCE
Insurance for your Car, Household contents, Building cover, Specified All Risks etc.
Individuals or Corporate policies and Contractors all risk cover.
INVESTMENTS
Lump sum or Monthly debit order investments.
COMPANY REGISTRATION
Registering new or shelf companies. Tax planning and annual returns.
Your Business
We aim to provide you with best advice for your Business. This will include planning for : Tax, the correct way of using a Trust, Investing for your business, Key Person Insurance, Buy-and-Sell cover & agreements, Short term insurance for your Business.
ASK US
Do you need advice on best business practices ? Need to ask a question about your investment, update your insurance portfolio, get a medical aid, need someone to do your tax, review your life insurance or your short term insurance ? We can help.
ASK US
Do you need advice on best business practices ? Need to ask a question about your investment, update your insurance portfolio, get a medical aid, need someone to do your tax, review your life insurance or your short term insurance ? We can help.