Approach Administration
Expectations of a Financial Planner are so high; with the ever increasing compliance regulations on top of an already demanding legislation. Unable to get ahead of administration and compliance? This often results in underperformance, loss of income and huge amounts of frustration. We provide a solution that alleviates stress, saves you time and puts you in front of clients. The best part is that
18/08/2021
As many of you are aware the POPI Act officially came into effect on 1st July.
Although, the act still reflects many gray areas... Looking for answers? The article below is a great place to start!
Everything You Need To Know And Do To Become POPI Compliant - Masthead FREE POPI Checklist – after attending this webinar you will receive a POPI Checklist of the 49 activities required to become POPI compliant. A
23/06/2021
𝐓𝐚𝐱 𝐂𝐞𝐫𝐭𝐢𝐟𝐢𝐜𝐚𝐭𝐞𝐬!
Remember that your Medical Aid, Investment and RA Tax Certificates are now available from all product providers.
#2021
09/06/2021
𝐀𝐝𝐯𝐢𝐬𝐨𝐫𝐬!
Just a friendly reminder that Medical Aid plan changes need to be finalised by June 18th!
#2021
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Address
Unit 4 Bell House, Bell Crescent, Westlake Business Park
Cape Town
7945
Opening Hours
| Monday | 08:30 - 16:30 |
| Tuesday | 08:30 - 16:30 |
| Wednesday | 08:30 - 16:30 |
| Thursday | 08:30 - 16:30 |
| Friday | 08:30 - 14:30 |