Financial and Estate Planning Services

Planning and structuring your estate correctly and efficiently, is essential to protecting your legacy and to ensure that your nominated beneficiaries can reap the maximum benefit from your estate.

LEAD is a Financial Service Provider registered with the Financial Services Board, and with reputable strategic partners are qualified and experienced to advise individuals and business owners on the best means to preserve and grow their personal and family’s wealth and legacy. Additionally, being accountants and tax practitioners ensures that LEAD clients benefit from our holistic understanding of the best solutions to meet their goals and objectives.

How we can help you with your financial and estate planning

PERSONAL FINANCIAL PLANNING

  • Compilation of a Financial Plan
  • Implementation of Financial Plan
  • Review of Financial Plan

BUSINESS FINANCIAL PLANNING

  • Buy and Sell Arrangements
  • Contingent Liability
  • Key Man Insurance
  • Succession Planning

ESTATE PLANNING

  • Administration of Deceased Estates
  • Drafting of Wills
  • Estate Planning and Structuring
  • Executor Appointments
  • Wills

PRODUCTS

  • Health Insurance
  • Investments
  • Long Term Insurance
  • Short Term Insurance

Why you should choose LEAD for your estate and financial planning needs

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, instils 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.

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Professional Partners

Other Services That We Offer

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.

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.

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.

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

What our clients say

  • Riaan Botha - EP Radiators

    LEAD have been the perfect fit for all our accounting, tax and financial planning needs.

    They place customer satisfaction at the top of their agenda and all of our enquiries and questions are dealt with swiftly.

    As a business owner, I highly recommend LEAD Financial Strategists. They are approachable and professional, and you and your business will be in good hands with their advice and support.

  • Trevor Willemse - Invictus Logistics

    Invictus Logistics would like to thank the directors and staff at LEAD for always putting our interest first and providing us with the best financial advice over the past years. You always put your client’s needs first and we have peace of mind knowing that our business is in good hands.
    Keep up the good work!

  • Dwayne Kemp - Igmis Express

    If it wasn’t for the directors and their team of efficient, reliable and always willing to go the extra mile, stalwarts, I don’t know where Igmi’s Express (Pty) Ltd would be. I will recommend this firm to all I come across.

  • Siyaphambili General Contractors

    The LEAD Team has continuously equipped us with the necessary skills and advice in project and finance management. As a result, we have successfully completed various housing projects. They have also taught us the importance of enriching and uplifting the communities that we work in, where the goal is not just to build houses but to build quality houses that families can call home.

    Ntsiki handing over the keys to a happy new home owner
  • Darren & Grant Rudman - GBD Engineering

    These guys are accurate and punctual in dealing with our accounting, financial and tax matters. They always want to know and understand our circumstances for best advice.

  • Fernando Escola - St Elmo’s Woodfired Pizza

    Working with the directors and the team at LEAD has been, and still is, a great experience. This is the level that financial service advisers should be giving. I have never had this kind of experience in the past with any other financial consultant. I would strongly recommend LEAD to anyone looking for a business or a personal financial consultancy firm.

  • Lodie Waller - Daylight Lighting

    Thank you for being such a great help with the wise investments you have made on behalf of my family, insuring that our futures are taken care of financially.

    You and your staff have also played a huge role in the day to day running of my business. The structures you have put in place have ensured that Daylight Lighting shows great growth year on year.

    I look forward to our next financial review where I know more exciting decisions will be made.

  • Karin Botha - Hair and Beauty

    Thank you to the team at LEAD for always going the extra mile and helping us with our financial needs.

  • Eugene Hugo - Capellini

    The guys at LEAD have taught me a lot. If opportunity doesn’t come knocking, build your own door.

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