Matiyimela Investments always evaluates and comes up with an optimum financial solution to suit your needs best. Providing and maintaining a high standard of excellence in all that we do. We aim to establish a relationship of mutual trust with our clients. Here are the professional services that we can offer to you..
Tax planning is the analysis of a financial situation or plan from a tax perspective. The purpose of tax planning is to ensure tax efficiency. Through tax planning, all elements of the financial plan work together in the most tax-efficient manner possible. Tax planning is an essential part of a financial plan. Reduction of tax liability and maximizing the ability to contribute to retirement plans are crucial for success.
Investment planning is the process of matching your financial goals and objectives with your financial resources. Our Financial Planning process is designed to help you get clear on how to match your financial resources to your financial objectives.
Employee benefits are defined as indirect, non-cash, or cash compensation paid to an employee above and beyond regular salary or wages. ... Employee benefits such as health insurance, life insurance, paid vacation, and workplace perks are common offerings used to recruit and retain employees
Retirement planning is the process of determining retirement income goals and the actions and decisions necessary to achieve those goals. Retirement planning includes identifying sources of income, estimating expenses, implementing a savings program, and managing assets and risk.
Business assurance is risk and/or investment assurance taken out to protect a business from potentially dire financial consequences should someone who is essential to its operation die, become disabled, or retire. Business assurance is a risk reduction plan that mitigates these risks by ensuring that sufficient provision has been made for your business to manage such risks proactively and provides certainty, financial liquidity and is instrumental in any succession planning process.
Estate planning is the act of preparing for the transfer of a person's wealth and assets after his or her death. Assets, life insurance, pensions, real estate, cars, personal belongings, and debts are all part of one's estate. Estate planning involves managing your assets while you are alive, and distributing these assets when you pass away.
Short term insurance is insurance that provides financial coverage for a specific asset for a limited duration of time, usually less than one year. It covers your assets (goods) against loos of use or damage due to theft or damage as a result of accident, or covers you on claims against you by other parties.
Medical aid is a form of insurance where you pay a monthly amount – called a contribution or premium – in return for financial cover for medical treatment you may need, as well as any related medical expenses. Medical Aid and Medical Insurance are two different products. Medical Aid provides in-hospital cover and pays for treatment according to the specific medical scheme tariff. Medical Insurance, however, traditionally pays out a set amount for each day spent in hospital or a set maximum amount per incident, regardless of the type of treatment that’s required. Medical Insurance can be taken out as a stand-alone product or can be used as a top-up product for when your Medical Aid savings have run out. Both Medical Aid and Medical Insurance can provide cover for day-to-day medical expenses such as GP visits and medication.
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We invest in our staff’s constant training and therefore trust that each of them are properly equipped with the relevant knowledge to help you make a well informed decision regarding your financial status.
Our team have 15years of experience in financial service and receive continuous training to ensure we understand this complex and changing industry at all times.
Our success is your success – we view you as a part of our team in order to achieve your desired results.
We are fully licensed under FSCA (formerly FSB) and CMS Regulations. Our Principal holds a B.Com degree and a Post Graduate Diploma in Financial Planning, the highest academic qualification is in Financial planning. We are also qualified and registered Business Accountants, and member of SAIBA in good standing.
We have experts concentrating in individual fields ensuring you the highest quality of advice.
We take a team approach when providing service to our clients. Everyone at our business is focused on your success.
As a team we create a positive sub-culture where our internal relationships ensure happy and friendly staff. This means that your interaction with us will be something to remember! We want every experience with us to be a pleasure.
We will cover all aspect related to your specific circumstances.Professional We provide advice that are compliant with all industry related legislation and are protected in the unlikely event of mistakes. We will ensure that you are treated with respect. Our commitments to you will be honoured at all times. Whenever we cannot assist you we shall refer you to relevant specialists. You shall be ensured of confidentiality on the information that you share with us. All information furnished by you will be treated as confidential and will be used only for the purpose of providing financial advice and the rendering of advisory services.
As trusted advisors we ensure that we meet with you on regular bases. This ensures that all portfolios are revised regularly. This means that you as a client will have peace of mind at all times, knowing your solution will be up to date and relevant to your specific needs.