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“Thew most important things in life are not things“

Anthony D’Angelo

author

Holistic financial services

TDF is able to offer the entire spectrum of risk and makes sensible investments at sensible prices through reputable companies. The goal is not to chase short term returns, but rather create and preserve wealth on a long term basis.

We pursue a holistic and sustainable view of your financial lifestyle including advice of financial management, risk planning, investment planning, asset management, taxation planning, retirement planning and estate planning.

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What Services We Offer

We have listed our services below, if you would some more information please do not hesitate to contact us.

Financial Lifestyle Overview

 Step by step we will help you maximise your assets throughout your life and build your wealth.

Wealth & Retirement Planning

Our aim is to maximise your returns in varied areas and ensure your independence at retirement taking tax and estate planning into account to maximise your wealth.

Investments

Investments are diversified, locally and abroad to reduce risk. We will look at all investment options including unit trusts, linked products, share portfolios, tracker funds and tax efficient investments.

Tax & Estate Planning

We advise on your current tax situation, complete and submit your tax return for you. We take care of all the paperwork. We also do estate planning using local and offshore Trusts and advise on salary structuring to optimize your net take-home pay.

Accounting Services

We offer accounting services which include all SARS returns via e-filing and Annual Financial Statement preparation.

Succession Planning

We advise on the optimal solution in the sale of your business; including funding the purchase price and the various consequences.

Insurance

The entire range of risk cover is offered including personal life cover, lump sum disability cover, income replacement plans, dreaded disease cover and children’s education cover.

Wills

We can help you draft as well as store copies in a safe and secure way.

Medical Aids

We can arrange medical aid through one of our various partners.

Reasons To Choose Our Services

We don’t need to try convince you with a sales pitch because we believe our numbers speak for themselves.

15+

Years of Experience

3k+

Happy Clients

100%

Satisfaction

Laurel Miller

Marketing Agency Director

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Randy Wallace

Design Bureau Director

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Contact us to arrange your free consultation and we can discuss your financial goals and come up with a plan to secure yourself and generations to come.

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