SERVICES
Finwell Wealth, Health & Insure
We offer comprehensive financial planning services tailored to your unique needs and objectives. Our expert financial planner will work closely with you to create a customized financial plan.
- Life Insurance and Risk Planning
- Retirement Planning
- Investment Planning
- Estate Planning
- Tax Planning
We assist individuals and organizations in navigating the complex world of healthcare insurance and medical aid plans.
- Medical Aid – personal and employer groups
- GAP Cover
We find you the most comprehensive, affordable and appropriate insurance cover in the market. Our short-term insurance specialists are independent licensed professionals and we are not bound to specific products or providers, giving you objective advice that is in your best interests.
PERSONAL INSURANCE
- Vehicle & household
- Building
- Portable possessions
- Personal liability
COMMERCIAL INSURANCE
- Commercial vehicle insurance
- Commercial property insurance
- Business liability insurance
- Business owners’ policy
- Cyber liability insurance
- Construction & engineering
- Agricultural insurance
- Business fleet insurance
Finwell Accounting & Tax
Accounting professionals play a crucial role in maintaining the financial health of organizations and individuals. We assist in the following:
ACCOUNTING
- Compilation of financial statements – IFRS and IFRS for SME
- Monthly processing
- Monthly VAT processing and submission (VAT201)
- Monthly payroll and submission (EMP201)
- Bi-annual EMP501
- Yearly IRP5
- Compilation of asset registers
- Reconciliation of bank, debtors and creditors
TAXATION
- Income tax returns – Individual, company and trusts
- Provisional tax returns
- VAT returns
- Dividend tax
- Donations tax
- Communication and handling of SARS queries
- Registering all tax types with SARS
- Any tax related queries
- Appointments with SARS on client’s behalf
SECRETARIAL
- Company registration with CIPC
- Issuing share certificates
- Compile and maintain share registers
- Annual CIPC submissions
- Any CIPC related queries
- Independent reviews
Finwell Wills, Estates & Legal
Accounting professionals play a crucial role in maintaining the financial health of organizations and individuals. We assist in the following:
With a team of highly skilled and experienced professionals, we are committed to empowering individuals and families to plan for the future with confidence. We strive to deliver tailored solutions that protect our clients’ legacies, honour their wishes, and provide peace of mind.
- Will drafting
- Executorship & estate administration
- Trust formation and management
- Conveyancing & property transfer
- General legal matters
‘Wealth, like a tree, grows from a seed. The sooner you plant that seed the sooner shall the tree grow.’
George S. Clason
