Accountants and Lifestyle Financial Planners
LEAD Financial Strategists are a team of Professional Accountants, Tax Practitioners and Lifestyle Financial Planners that seek, first and foremost, to understand you.
“We LISTEN, EVALUATE, ADVISE and ultimately DEVELOP financial strategies that are insightful and shaped to fit your circumstances and goals, adherent to the spirit of the legislation.”
Your business strategy, and decisions, must be made considering your entire operation, your personal and family circumstances. From helping to plan and implement strategic change, to increasing portfolio value, we focus on delivering tangible results.
We think like investors and look for opportunities to add value.
Our Purpose
Our purpose is to be responsible and contributing corporate citizens. We acknowledge the importance of leadership and wish to inspire and empower change for the next generation of leaders.
One of our core values is the importance of the individual. This is our driving force.
We Know That One Size Doesn’t Fit All
When it comes to people, we all know that one size doesn’t fit all. At LEAD, we understand this. We can help you with Accounting, Business Consulting, Financial and Estate Planning and Tax Compliance, that fits your goals and circumstances.
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Our Services
Accounting
Our accountancy expertise enables us to supply a compliant and efficient accounting service. We aim to ensure that you can focus on what you do best – managing and building your business – by using reliable and up to date financial information. We will assist you in setting up an accounting system that will provide you with an accounting solution to suit your needs, while providing training and on-going support.
Tax
Tax compliance for small to medium sized businesses is increasingly complex. We study your personal and business circumstances and focus to simplify your corporate, individual and indirect tax obligations, working together to legitimately minimise your tax burden.
Advisory
Our affiliation to various professional bodies, and our secure network of information groups, ensures that we are able to provide you with the best business consulting and structuring advice. Our services in this area include business consulting, business structuring, secretarial services, statutory and other registrations and legal agreements.
Lifestyle Financial Planning
Our team of Lifestyle Financial Planners and Tax Practitioners collaborate and work together with reputable strategic partners to help you live your best possible life without the fear of running out of money, whatever happens. We co-create a lifestyle financial plan with you that provides the best possible outcome of achieving your desired lifestyle.
Social Responsibility
We are passionate about our country and city and believe that everyone needs access to good education and a fighting chance in life. We have identified that there is a large gap in South Africa where many citizens have the potential and desire to have an opportunity for good education.
As we are concerned with positively benefitting the lives of our clients, we are also committed to taking that into our social responsibility; to benefit the lives of those after us. From this, we have founded our NPO, Matter That Matters.
The name of the NPO represents our belief, “All of us are made of matter and that your life story matters”.
One of Our NPO Selected Beneficiaries
Isithembiso Babies Home was opened so that hope can exist for abandoned or orphaned babies. The home provides a stable environment for young lives that have had a difficult beginning. Our aim is always to see them placed in loving, secure families.
LEAD is proud of our association with Isithembiso Babies Home and the part we play in improving the future of the young lives in their care.
Professional Partners
