“Sean has helped me with my financial planning and taxes for many years. He has always been professional, personable and gone the extra mile. I highly recommend his services.”
Gary S.
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What We Do
Our Financial Planning Services
We offer a comprehensive suite of financial services designed to address your unique needs and aspirations.
Wealth Management
Our holistic wealth management approach covers every aspect of your financial life - from portfolio construction and asset allocation to tax-efficient investing and estate planning. We take the time to understand your unique circumstances, risk tolerance, and long-term aspirations before crafting a bespoke strategy.
- Bespoke portfolio construction
- Asset allocation and diversification
- JSE and offshore investments
- Regular reviews and rebalancing
Retirement Planning
Retirement planning is a lifelong journey, not a single event. We help you understand how much capital you need, how to get there, and how to sustainably draw an income in retirement while preserving your wealth for future generations.
- Retirement Annuity (RA) optimisation
- Living Annuity strategies
- Tax-deductible contributions
- Post-retirement income planning
Investment Advisory
We provide disciplined, evidence-based investment advice that puts your long-term interests first. Our team helps you build a diversified portfolio across local and international markets, tailored to your risk profile and investment horizon.
- Risk profiling and suitability
- Unit trusts and ETFs
- Tax-Free Savings Accounts (TFSA)
- Offshore investment solutions
Tax and Estate Planning
Effective tax and estate planning can make a significant difference to your wealth over time. We structure your finances to minimise unnecessary tax burden and ensure your estate is handled exactly as you intend. Start by completing our secure onboarding questionnaire - your information is stored securely and designed to support POPIA-aligned processing.
- Income tax optimisation
- Capital Gains Tax (CGT) planning
- Will drafting coordination
- Trust structures
- Secure onboarding questionnaire (POPIA-aligned)
Risk and Insurance Solutions
Life is unpredictable. Comprehensive risk cover ensures that your financial plan isn't derailed by illness, disability, or death. We evaluate your needs and recommend appropriate products from reputable insurers.
- Life insurance
- Disability cover
- Income protection
- Severe illness cover
Education Funding
Education is one of the most valuable gifts you can give your children. We help you plan and invest for future education costs, using the most tax-efficient vehicles available in South Africa.
- Education cost projections
- Endowment policies
- Unit trust savings
- TFSA education funding
Workshops and Corporate Training
Sean delivers practical, engaging workshops on pension funds, tax, and personal finance for corporates, schools, governing bodies, and community organisations. Sessions are tailored to your audience and can be delivered on-site or virtually.
- Pension fund workshops
- Tax workshops for schools and educators
- Corporate financial wellness
- Governing body training
Client Reviews
What our clients say
9 reviews
“Very happy with the prompt and professional assistance received regarding my tax returns. Would highly recommend.”
Colleen K.
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“Thank you Sean and his brilliant support staff, my Tax profile was a mess and I got an sms stating I owed them money. I reached out to Sean and in a matter of days I got a refund from SARS. Thank you for your brilliant service.”
Alex C.
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“I had been involved in a hit and run and my car was damaged. I was referred to Timeka who has excellent service by the way and super friendly. She helped me get the claim sorted with the insurance and was quick and efficient.”
Tyler K.
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