Our Firm
The firm was founded in 2003 as Frank Fourie and Associates CC trading as DHA Financial Services. In 2016, a decision was made to change the firm’s name to LEAD to reflect the ethos of the firm more closely – Listen, Evaluate, Advise and Develop.
Our Values
- We value the individual
- We listen to understand
- We serve
- We lead by example
- We are transparent
- We are committed to our people and our community
- We provide fair and professional advice
- We act with integrity
Our People
“The culture of the firm is focused on relationships, with our values set to inspire our people.”
– Frank Fourie
- Ambitious individuals who are focused on developing their skills
- Individuals and families that are serious about their finances and their legacy
Our Vision
Our vision is to add value to our people through intentional engagements.
We are driven to be the preferred financial firm by:
- Attracting and developing motivated people
- Having a comprehensive understanding of our people’s circumstances, goals and objectives
- Providing a holistic service that will add and preserve value for our people
Clients
- We listen to our clients
- We evaluate and collaborate over our clients’ circumstances, goals and objectives
- We use our expertise to advise and serve our clients
- We invest in client relations and focus to develop client value
Team
- We listen to our team
- We evaluate our team and collaborate with each other
- We serve each other
- We invest in our team and focus on developing our people
Society
- Our firm’s purpose is to uplift our local community and actively invest in society
- We have a passion to inspire and empower change
- We believe that with our skills, expertise and resources we can contribute to the general wellbeing of society
Commitment
Mutual commitments are a prerequisite for us to help us ensure that you receive optimal service from us.
Our commitments:
- We will act with integrity and in your best interests
- We will place ourselves in your shoes
- We will be courteous in all our dealings
- We will respond promptly to your needs
- We will keep up to date and be compliant with legislation and regulations
Your commitments:
- You need to be committed to your financial affairs
- You need to be open and honest with us
- You need to promptly provide us with any information that we require
- You need to make yourself available to discuss your financial and tax affairs
- You need to provide us with feedback about our service
Professional Partners
Social Responsibility
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.
