FINANCIAL PLANNINGINVESTMENT PLANNINGTAX AND ACCOUNTING

FINANCIAL PLANNING

Good, holistic financial planning enables you to live a meaningful life. A life that is about more than just money. A life that is about the experiences and dreams you want to live. Money is the tool. Financial planning is what makes it happen.

ELEMENTS OF FINANCIAL PLANNING

Our planning is holistic and can include all the elements of financial planning, or we can advise on any of these individually.

HOW DO WE DO FINANCIAL PLANNING?

We start with what you have now. We also take the time to understand what values drive you and help you articulate what your vision is. This holistic approach is strategic, consolidating the facts, insights and goals into a detailed financial plan that empowers you with its step-by-step approach, towards goal-realisation. Every financial plan offers a decision-making framework, tools, and outlines the basis of an ongoing relationship which includes review processes and access to ongoing expertise.

Our approach optimises on technology, evidenced-based market insights and a holistic understanding of clients’ lives that comes from a real relationship with our clients.

WHICH FINANCIAL PLAN IS FOR YOU?

Each person and situation is unique, and our planning process is always tailored to a clients’ specific needs. We help you determine your ideal plan by analysing your current financial situation and engaging with your goals and dreams. We refine that plan to meet any unique requirements you may have.

GET IN TOUCH.

MAKE AN APPOINTMENT.

info@foundationsa.com

+27 (0)11 268 6484

INVESTMENT PLANNING

Foundation Family Wealth partners with established individuals and families to grow, secure and manage their wealth. Our investment expertise is integrated into our clients’ financial plans or offered as a stand-alone service.

PLANS THAT ACCOMMODATE YOUR UNIQUE NEEDS

We believe that the planning phase of an investment strategy is crucial. Our planning and strategies integrate our client’s unique needs, risk profile and goals.

LOCAL AND GLOBAL INVESTMENT PRODUCTS

Our deep understanding of financial markets defines our investment service offerings. Our team’s experience and specialised knowledge in financial markets ensures we select the best product providers for our clients. We offer a wide range of local and global investment products ranging from cash management to share portfolios and tax-efficient products, ideally suited to the wealthy client.

RISK MANAGEMENT

We construct portfolios to deliver on our clients’ goals over the desired time period. We are mindful that short-term market fluctuations can derail investment plans and so build in the ideal mix of stability and growth in order to reach long-term goals. 

ONGOING MANAGEMENT

We remain involved in the ongoing management of our clients’ assets. We are independent of any service or product provider and therefore our investment decisions are not influenced by commissions. We contract with the best investment managers to manage our clients’ money, so we can spend our time with our clients, where we can add the most value.

GET IN TOUCH.

MAKE AN APPOINTMENT.

info@foundationsa.com

+27 (0)11 268 6484

FOUNDATION TAX & ACCOUNTING

We offer a complete tax and accounting service that ensures our clients’ tax and books are done on time, correctly and cost-effectively. This compliments Foundation Family Wealth’s financial planning services and is available as a stand-alone service or for clients who are already part of Foundation’s financial family.

The benefit for existing clients is two-fold: having their taxes correctly and timeously done and having their tax strategies more directly inform their financial planning and vice versa. The direct working relationship between our financial planners and tax service ensure an integrated, holistic strategy that helps clients receive maximum benefit.

Our tax services include:

  • tax returns
  • provisional tax
  • tax audits
  • payroll
  • book keeping
  • VAT returns and,
  • financial statements.

Our holistic approach is strategic, cost-effective, direct, timeous, structured, expertly handled and importantly, pain free.

GET IN TOUCH.

MAKE AN APPOINTMENT WITH LOZINDA.

+27 (0)11 268 6484