Julian Brookstone CFP®

Financial Planning and Tax

CERTIFIED FINANCIAL PLANNER®

CFP® is the international benchmark for professionalism in financial planning, a prestigious designation which is currently held by less than 5000 advisors in SA.

INDEPENDENT ADVISOR

Operating from Masthead Financial Planning, an independent FSP, I’m not tied to any product providers; which means no restrictions when selecting the best solutions for you.

GENERAL TAX PROFESSIONAL™

As a registered tax professional, I can offer a holistic and integrated financial planning service‚ simplifying your life and maximising your tax efficiency.

A little bit about me

I started my career as a Financial Planner in 2010. Over the years I’ve grown my client base while continuously improving my skills, and I’m proud to call myself a CERTIFIED FINANCIAL PLANNER (CFP®) since 2014. This internationally renowned designation means that I’ve attained highest mark of professionalism in financial planning.

I practice as a financial planner, in my capacity as representative of Masthead Financial Planning (PTY) Ltd. Operating free from ties to any product providers, you can be assured that I offer independent advice.

Additionally, I am a freelance tax practitioner, licensed by The SA Institute of Tax Professionals. My services as a tax practitioner are unaffiliated with Masthead Financial Planning (PTY) Ltd.

WORK WITH ME

Service Offering

Holistic financial planning from the ground up

A pyramid structure representing the different areas of financial planning

How does that help you?

The pyramid above represents the 6 areas of financial planning which fall into 3 categories. Wealth Protection, Wealth Creation and Optimisation. A holistic financial plan will take all of these areas into account.

Being independent, I can provide solutions from just about any provider (examples include Allan Gray, Momentum, Coronation, Discovery, Liberty, PPS and Sanlam). If you’re looking for insurance, investments, medical aid, or just advice, you can be sure that I have the right solutions for you.

Click on each of the following items to see exactly how my services translate to peace of mind, and value for you.

Financial Management

Be prepared for the unexpected with appropriately invested emergency funds.
Meet your monthly needs and maximise savings with effective budgeting.
Get out of debt as efficiently as possible.

Risk Management

Protect your income against being unable to work due to disability or disease.
Have cover in place against the financial burden of unexpected health issues.
Ensure your family’s financial security in the event of your death.

Retirement Planning

Understand how well you’re tracking towards funding your dream retirement.
Maximise growth and minimise taxes with the right investment strategies.
Have a meaningful retirement objective to work towards.

Investment Planning

Define meaningful and attainable investment goals for the short, medium and long term.
Reach your goals without excessive risk using a well structured and diversified portfolio.
Let the power of compound interest work for you, not against.

Estate Planning

Be prepared for the effect of death related taxes and fees that are often overlooked.
Ensure that your assets are distributed in line with your wishes after your death.
Protect your estate and assets through a Trust if necessary.
Rest easy knowing that you have a valid Will in place.

Tax

Have your tax returns handled by me, hassle free and maximising your tax efficiency.
Be aware of the effect tax will have on all your financial plans.
Avoid wasting precious savings through bad tax planning.

2022 TAX RETURNS

My fees for 2022 are as follows:

Salaried Tax-Payers:

(no additional forms of income)

Annual Tax-Returns

R800 per return

Freelancers, Commission Earners

and Sole-Proprietors:

Consultations

R1000 for 55 mins

Annual Tax-Returns

R1800* per return

Provisional Tax-Returns

R900* per return

Admin / Analysis Fee

R1200 p/hr

*Please note that the rates above are generalised and won’t apply in certain cases where there are unusual complexities in your tax return. Your actual fee will be confirmed after discussion of your situation.

The rates above also assume that the tax payer can provide a consolidated record of their total tax-relevant income and expenses for the year. The admin fee is charged as an additional cost when I am required to consolidate financial records from your bank statements or slips.

Interested?

Get in touch for a quote or consultation.

YES PLEASE!

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Contact Me

Get in touch now if you have any concerns with regards tax or financial planning, for yourself or your business.

Cell Phone

+27 72 1522 551

tax@julianbrookstone.com (for tax services)

jbrookstone@mastheadfp.co.za (for financial planning)