Men go abroad to wonder at the height of mountains, the huge waves of the sea, the long course of rivers, the vast compass of the ocean and the

Transcription

1

2 Men go abroad to wonder at the height of mountains, the huge waves of the sea, the long course of rivers, the vast compass of the ocean and the circular motion of the stars, but they pass by themselves everyday and they don t even notice.

3 Index Introduction Our Services Wealth Building Strategy Service Delivery Commitment Teamwork High Profile Clients Trustees Lionel Walker Rohan Myburgh

4 Introduction a matter of trust Trust is what we are about, trust is not a given, it is earned. Chambers Tax & Wealth aims to gain your trust in all that we offer to you - our valued clients. We aim for Wisdom, Integrity and Balance. Our clients are partners in our company; they are individuals with unique and confidential needs. We honour this commitment and strive towards a relationship of trust, confidence and service delivery. Chambers Tax & Wealth is a Financial Broker Service, offering total wealth solutions in all financial sectors. We are based in Bloemfontein but serve our clients Nationally and Internationally.

5 Our Services Taxation (Individuals, Trusts, Companies, etc.) Financial Planning (Corporate and Personal) Local and International: Investment Planning and Retirement Planning Estate Planning Trusts and Wills Pension and Provident Funds Medical Aids Personal and Commercial Insurance Direct property Investments: International and Local Development & Building of Residential Property

6 Tax & Wealth Building Strategy It is our sole purpose to provide efficient tax advice for all our clients in every form thereof. It is our view that tax and tax structures are the most important part of financial planning and also the cornerstone of our company. We assist our clients in the management of their investments to achieve optimal returns. Optimal returns are achieved by investing with Fund Managers who have a proven track record and by selecting funds with specific benchmarks to be achieved within defined time frames. Chambers Tax and Wealth believe in the philosophy that time in the market offers real value, and not timing.

7 Service Delivery Commitment At Chambers we commit to offer professional service on a personal level. We embrace every opportunity to help our clients resolve problems with confidentiality and trust.

8 Team Work an essential We believe our clients receive the best value by way of our professional team approach and conclusive skills. As a purpose driven team we offer comprehensive, applicable advice in all areas of the financial sector. With vastly experienced staff and a committed team we pride ourselves on hard work and effectiveness.

9 Some High Profile Clients Francois Steyn Ruan Pienaar Coenie Oosthuizen Mornê Steyn Adriaan Strauss Juan Smith Heinrich Brussow Willie Le Roux Duane Vermeulen Willem Alberts Robert Ebersohn Pieter-Steph Du Toit Richardt Strauss (Irish International) Jan Serfontein Arno Botha Trevor Nyakane Jaco Taute Cobus Reinach Lodewyk De Jager Eben Etzebeth

10 Trustees Lionel Walker Lionel completed Matric in 1999 and started his career as an accountant after completing his B.com Acc degree in 2004 and finalized his articles in He is part of SAIPA and currently works as a Financial Advisor in co-operation with Scientia Optimate Financial Services (PTY) Ltd. Lionel specializes in tax for professional people, trusts and professional sportsmen. Financial Planning in regards to Risk, Investments & Insurance is at the core of what Lionel does. In 2012 Lionel completed his Post Graduate Diploma in Financial Planning (CFP ) at the University of the Free State and is a Certified Financial Planner and member of the FPI. Lionel is a Holder of Professional Indemnity. Lionel Walker has a mandate to act as a broker for the following long-term institutions; AIMS (ABSA Investment Management Services) Glacier Investec Allan Gray Skybound Capital Liberty Life Momentum Life, Wealth & Health Anchor Capital & Anchor Aspirant Professional Provident Society (PPS), Sanlam & Sanlam Personal Portfolio (SP²) FMI Altrisk Discovery Health & Discovery Life Fedhealth Medihelp FSP: 7581 Cell: lionel@chamberswealth.co.za

11 Trustees - Rohan Myburgh Rohan completed Matric in 2001 and started his career as an accountant after completing his B.Acc degree in 2004 and finalized his articles in He is part of SAIPA and currently works as a Financial Advisor in co-operation with Scientia Optimate Financial Services (PTY) Ltd. Rohan specializes in tax for small business enterprises, private companies, sole proprietors, farmers, trusts and professional sportsmen. Financial Planning in regards to Risk and Investments is something Rohan really takes to heart. In 2012 Rohan completed his Post Graduate Diploma in Taxation (H.Dip.Tax) at the University of the Free State. Rohan is a Holder of Professional Indemnity. Rohan is a registered as professional account with SAIPA. Rohan Myburgh has a mandate to act as a broker for the following long-term institutions; AIMS (ABSA Investment Management Services) Investec Anchor Capital & Anchor Aspirant Allan Gray Skybound Capital Liberty Life Momentum Life & Wealth Professional Provident Society (PPS), Sanlam & Sanlam Personal Portfolio (SP²) FMI Altrisk Discovery Health & Discovery Life Medihelp Fedhealth FSP: 7581 Cell: rohan@chamberswealth.co.za

12 Accountant Christiaan Herbst Christiaan completed Matric in 2002 and started his career as an accountant after completing his B.Com Acc degree in 2007 and finalized his articles in Christiaan joined our Company at the start of 2013 and is an enormous asset to our Accounting side, providing tax advise to clients and looking after Small and Medium Business Enterprises (SMME s), Farmers and Professional People. He conducts all their tax affairs and specializes in tax and business structures. Christiaan has a passion for people and he adds a big value on client relationships. He is registered as an professional accountant with the South African Institute of Professional Accountants (SAIPA). SAIPA: Cell: christiaan@chamberswealth.co.za

13 Address The Suites, 2nd Level, Pretty Gardens, C/O Du Plessis Ave & Faan Ferreira Ave Langenhoven Park, Bloemfontein 9301 T :

14 Thank You