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
- Administration of Deceased Estates
- Drafting of Wills
- Estate Planning and Structuring
- Executor Appointments
- Health Insurance
- 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.