Our core function is to make sure you understand how your investments work for you, securing your financial independence and long-term success. This is done by reviewing your assets and liabilities as well as your income and expenditure and following the six step processes as noted in our section called ‘What to Expect’
Sometimes you need a quick fix to a problem such as university fees in the not too distant future or a car for your child when they turn 18. Whatever it is you will need help planning that successfully.
As well as recommending various top fund managers such as Prudential, Allan Gray and Coronation, we have our sister company Montrose Asset Management that specialises in multi manager solutions with two risk profiled funds as well as a high equity fund that focuses more on offshore opportunities.
We are able to offer our clients superior interest rates using our banking services provided by Investec. Contact your consultant for current rates and offers.
While you may think normal Financial Planning will cover this, planning your estate for when you are no longer around is a specialized area, which we can assist you with that, includes our Will Drafting service. Call today to make sure your Last Testament will do what it is you want it to.
It is no longer as beneficial as it once was but many families still like to plan their assets and long-term strategy using Trusts. We can assist you with this as we work with the top trust services companies in South Africa on a regular basis.
Many companies offer this service but we at TFA ensure your staff are kept up to date personally with our site visits every six months, something we believe is unique to our company. In the space of just an hour we ensure that your staff are brought up to date with market conditions, fund returns as well as our view on the future outlook for various asset classes. It is an opportunity to update your staff on current and changing legislation so they are well informed on all levels and better equipped for the day they actually retire.