WE AIM TO BE
the most trusted and forward-thinking financial services group in South Africa, empowering clients to move forward with clarity, confidence, and purpose.
HOW WE DO IT
By delivering expert, ethical, and personalised financial services that help individuals and businesses unlock value, manage risk, and navigate change. We aim to lead with integrity, serve with care, and continuously move our clients – and ourselves – forward.
Services offered in Pretoria
- Bookkeeping and ledger management
- Monthly/quarterly management accounts
- Financial statements (IFRS, SME reporting)
- Company secretarial and corporate governance
- Payroll and employee deductions, UIF, PAYE
- VAT compliance and submissions
- Monthly advisory using ratios, market analysis and forecasts
- Compilation or review of annual financial statements
- Corporate tax and small business tax (SARS)
- Personal income tax for individuals
- Transfer pricing and international tax planning
- Tax structuring and optimisation
- Dispute resolution and SARS audit support
- Indirect taxes
- Statutory audits
- Voluntary audits
- Independent review engagements
- Internal control assessments
- Assurance over special-purpose financial statements
- Regulatory compliance audits and reporting
- Strategic business planning
- Financial modeling and forecasting
- Mergers, acquisitions and valuations
- Restructuring, turnarounds and business rescue
- Due diligence and transaction advisory
- Cash-flow management and capital raising
- Risk management and internal controls
- Retirement planning
- Pension planning
- Investment strategy and portfolio advise
- Estate planning and wills
- Succession planning
- Trust and fiduciary services
- Medical aid advice
- Short-term insurance advice
- Life insurance advice
Additional services we offer
Business process improvement
Business process improvement is integrated into our focus on Innovation and is supported by a commitment to continuous improvement. We leverage technology to streamline workflows and improve data accuracy.
Compliance and regulatory consulting
As your compliance-focused financial partner, we combine technical excellence with strategic advisory to turn complexity into clarity and compliance into confidence.
Outsourced financial functions
Our Outsourced Finance Function Capability involves managing the entire accounting departments for growing Small and Medium Enterprises (SMEs), allowing them to focus their resources and attention on core business growth.
