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:

Estate Planning
Boedelbeplanning

Family Financial Planning
Familie Finansiële Beplanning

Education Planning
Studiebeplanning

Life Insurance Planning
Lewensversekeringsbeplanning

Health Service Benefits (Medical Aid & Gap Cover)
Gesondheidsorgvoordele (Medies & Gap Dekking)

Investments: Collective Investments
Beleggings: Kollektiewe Beleggings

Investments: Advice on Requiring of Properties
Beleggings: Advies oor Aankoop van Eiendomme

Testamentary Planning
Testamentêre Beplanning



Taxation Planning
Belastingbeplanning

Administration of Deceased Estates
Administrasie van Bestorwe Boedels

Trust Planning: (Types of Trusts)
Trustbeplanning (Soorte Trusts)

Retirement Planning
Aftreebeplanning

Retirement Fund Benefits & Advice
Aftreefondsvoordele & Advies

Investments: Securities & Instruments
Beleggings: Sekuriteite & Instrumente

Investments: Share Portfolios
Beleggings: Aandeelportefeuljes

Business Entity & Structural Planning
Sake Entiteit & Strukturelebeplanning

Tipe Beleggings / Type of Investments:

Vrywillige Beleggings / Voluntary Investments, Uitkeer Beleggings / Endowment Investments, Uittree-Annuïteite / Retirement Annuities, Bewaringsfondse / Preservation Funds, Lewende Annuïteite / Living Annuities

Lewensversekering: Polisse / Life Insurance: Policies:

Eienaarskap Boedel / Ownership Estate, Begunstigdes / Beneficiaries, Sessies / Cessions, Koop en Verkoop / Buy and Sell, Sleutelpersoon / Key Person, Kredietversekering / Credit Insurance, Eienaarskap 3de Party / Ownership 3rdParty

Ondernemingsvorme / Business Entities:

Eenmansake / Sole Proprietors, Beslote Korporasies / Close Corporations, Privaat Maatskappye / Private Companies, Openbare Maatskappye / Public Companies, ens. / etc.

Soorte Trusts / Types of Trusts:

Testamentêre Trust / Testamentary Trust, Spesiale Trusts / Special Trusts, Familie Trusts / Family Trusts

Belasting / Taxation:

Persoonlike Belasting / Personal Tax, Maatskappy Belasting / Company Tax, BTW / VAT, LBS / PAYE, Kapitaalwinsbelasting / Capital Gains Tax, Aftreefondsbelasting (By Aftrede en Afsterwe) / Retirement Fund Tax (Retirement and Death), Aftreefondsbelasting (Bedanking) / Retirement Fund Tax (Resignation), Oordragbelasting / Transfer Duty, Boedelbelasting / Estate Duty, Dividend Belasting / Dividend Tax, Skenkingsbelasting / Donations Tax, ens. / etc.

Hersiening van Dokumentasie / Review of Documentation:

Testamente / Wills, Trust Deeds / Trustaktes, Skikkingsaktes (Egskeidings) / Settlement Agreements (Divorces), Borgstellings / Suretyships, Besigheidskontrakte / Business Contracts, Koop-en-verkoop-ooreenkomste / 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
Bonitas Park West, Southgate, Carl Cronje Drive, Tygervalley.
PO Box 5524, Tygervalley, 7536

Vesto Capital is an Authorized Financial Services Provider Nr. 47647