Financial planning and tax, kept simple.
About Me
A bit about me.
Quite simply, I'm a professional financial planner and tax practitioner. It's a combination of skills that makes total sense, but is still strangely uncommon. I'm doing my best to steer the financial planning profession from a product-driven past to a human-focused future.
In 2014, I earned my CFP® designation, which is the highest professional standard in financial planning — globally recognised, but still a rarity amongst financial planners in SA. I operate my financial planning business as a representative of Masthead Financial Planning, one of South Africa's most reputable independent FSPs.
I'm also a General Tax Professional™, registered tax practitioner, and member of the SA Institute of Tax Professionals. My tax practice is offered in my personal capacity and unafiliated with Masthead.
Life's all about balance, and when I'm not working, you might find me tinkering with code, noodling on a musical instrument, or revelling in nature during a long run.
Financial Planning
Holistic planning across all six areas.
Good financial planning is more than picking investments and accumulating policies. It's understanding your full picture — where you are now and where you want to be — and helping you build the bridge to get there.
Financial Management
Looking at the fundamental, such as budgeting, cash flow, emergency funds and debt management. Building a solid foundation for wealth creation.
Risk Management
Helping you find solutions for the financial risks that savings can't cover. Life, disability, and income protection cover that suits your needs.
Retirement Planning
Quantifying what you'll need in retirement and building a holistic, tax-efficient plan to get you there. Buying you financial freedom and flexibility.
Investment Planning
Building an investment portfolio matched to your goals. Making optimal choices in terms of maximising tax efficiency, and managing risk appropriately.
Estate Planning
Making sure your assets are structured in way that minimises death related liabilities, and best serves your loved ones if you pass away.
Tax Optimisation
Making the most of every legal tax efficiency available to you, leaving more of your hard-earned money in your pocket and working for your future.
Tax Returns
Tax returns, done with care
I'm here to take the stress out of keeping up with your tax obligations. My aim is to keep the process as friction-free as possible, while making sure that we bring your tax down as much as the law allows.
I also provide other tax services, such as disputes, applications for tax clearance, and cessation of tax residency. Feel free to reach out for anything you need.
Fees
| Return Type | Starting From |
|---|---|
| Annual Tax Returns: Standard Salary Earner | From R1100 |
| Home Office & Vehicle Claims; Foreign Salary Exemption etc | + R600 |
| Annual Tax Returns: Freelancers / Rental Earners | From R2450 |
| Provisional Tax Returns | From R1225 |
These are indicative fees only. Reach out to me for a no obligation quote based on your unique situation. I'll always provide a final quote before starting with any billable work.
Contact
Let's talk.
Reach out if there's something I can help you with. I'll do my best to get back to you timeously.
Financial Planning
Financial Planning Enquiries
Good financial planning takes time, so I take on selective work when I have capacity available. If you think we might be a good fit, reach out and tell me about your situation.
Contact about Financial PlanningTax Services
Tax Enquiries
For tax returns and related queries, feel free to get in touch. Aside from right before the filing deadilnes, I generally always have capacity to take on new clients.
Contact about Tax