SERVICE OVERVIEW

Our focus is on financial planning for individuals, and we pride ourselves on being client rather than product focused. Any financial plan reverts to the individual, it includes the client’s business interests and structures.

Our goal is to create and execute a comprehensive plan for your financial success, considering all relevant factors.

TO ACHIEVE THIS, WE OFFER:

  • Advice and Implementation of Personal Financial Structures
  • Financial planning
  • Fiduciary Services
    • Estate Planning
    • Drafting of Wills
    • Winding up of Estates
  • Trust Services
    • Drafting of Trust Deeds
  • Risk Management: Life Cover / Disability / Dreaded Diseases
  • Investment and Retirement Management, both before and after retirement
  • Accounting Services
    • Taxation
    • Financial Statements
    • VAT, PAYE and UIF Returns
    • Business Management Statements
    • SARS Registrations (Income Tax, VAT, PAYE/UIF etc.)
    • Close Corporation Registrations
    • Compensation Commissioner
  • Investment Reviews
  • Asset Management
  • Cash Flow Management
  • Expense and Liability Management
  • Corporate Provision: Advice and Implementation of Business Structures / Buy-and-Sell Agreements / Key Man Insurance / Suretyships / Asset Replacement Programs / Contractual Guarantees, etc.

REVIEW OF DOCUMENTATION:

Wills / Trust Deeds / Settlement Agreements (Divorces) / Surety Ships / Business Contracts / Buy-and-Sell Agreements, etc.

Our focus is on financial planning for individuals because they are the backbone of businesses.

PAIA MANUAL

COMPLAINTS POLICY

CONFLICT OF INTEREST MANAGEMENT POLICY
CONTACT INFO
info@vestogroup.com
T:+27 22 433 4600/7/8
47 Main Street, Moorreesburg, 7310.
PO Box 455, Moorreesburg, 7310

T:+27 21 914 4414
West Block, Prosano Park, Southgate, Carl Cronje Drive, Tygervalley.
PO Box 5524, Tygervalley, 7536

Vesto Capital is an Authorized Financial Services Provider Nr. 47647