LEAD Financial Strategists are a team of Professional Accountants, Tax Practitioners and Certified 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.
Our professional membership, together with our internal code of conduct, instills in our team the ethics, honesty, integrity and transparency that we subscribe to as the minimum standards necessary to provide you with a service that you can trust.
Your business strategy, and decisions, must be made considering your entire operation, your personal and family circumstances, your industry and the economy. 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 and preserve value.
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 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.
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.
Our team of Certified Financial Planners and Tax Practitioners collaborate and work together with reputable strategic partners to provide you with solutions to meet your personal and business financial planning goals and objectives. We offer specialized estate planning solutions to ensure that your legacy is protected for the benefits of your nominated beneficiaries. In this area of our service offering we also offer quality health, investment and risk products with reputable partners.
When it comes to people, we all know that one size doesn’t fit all. We at LEAD understand this. We can help you with Accounting, Business Consulting, Financial and Estate Planning and Tax Compliance.
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We all know that one size doesn't fit all.When it comes to people, we all know that one size doesn't fit all. We at LEAD understand this. We can help you with Accounting, Business Consulting, Financial and Estate Planning and Tax Compliance. We think like investors and look for opportunities to add and preserve value.We LISTEN, EVALUATE, ADVISE and DEVELOP financial strategies that are shaped to fit your circumstances and goals.
Posted by LEAD on Saturday, 5 August 2017
Our purpose is to be a responsible and contributing corporate citizen. We acknowledge the importance of leadership and wish to inspire and empower change to the next generation of leaders.
We LISTEN, EVALUATE, ADVISE and DEVELOP.
LEAD Financial Strategists (Pty) Ltd | Reg. No: 2016/062576/07 | Directors: F Fourie, NL Mangqasana
Authorised Financial Service Provider (38923)
VISIT US: 26 Centenary Road, Lorraine, Port Elizabeth, 6070
CALL US: +27 (0)41 367 3158 | EMAIL US: info@leadfinancial.co.za
Isithembiso exists so that hope can exist for abandoned or orphaned babies. They provide a stable environment for young lives that have had a difficult start, and 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.
