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Tau Wealth Management is a boutique financial planning and investment company. “We specialize in advising successful executives, professionals, selected corporate staff members and business owners on the transfer of wealth to successive generations. Our clients receive estate and retirement planning expertise, business succession planning, disciplined investment management, and a commitment to an exceptional service.” We are FSB licenced for risk, investment, and giving independent advice through our contracts with all the major South African Financial Service Providers.
The Lion symbol signifies power, courage, strength and represents wealth. In today’s world since the roar of the animal is strong, it is often associated with fearlessness. The lion has captured imagination of human beings for many centuries as a sign of majesty. Its strength and courage have made it to be associated with power as well as grandeur. This animal knows how to get what he wants since they have the ability to knock off balance the life of the enemy or prey. Because of its noble character, strength and courage, the lion’s totem represents great power humans may have like self-control and balance of life which leads to own personal power. The lion has many valuable lessons to teach us and these lessons remain the symbols that they are associated with: self control, personal strength and courage and balance.
Tau Wealth Management like the "Lion" is fiercely independent and client focused. This enables our clients to have a sense of self -control of their financial destinations including personal strength and courage to strive for sustainable financial well-being for the themselves and their families.
Our mission is to give financial independence to people who are looking for it.
We specialize in advising successful executives, professionals, corporate staff members and business owners to help them achieve true financial independence and the transfer of wealth to successive generations. We further pride ourselves with our extensive knowledge and experience in pre and post retirement planning which enable us to simplify our clients’ financial lives and help them achieve their lives ambitions by generating the necessary income to sustain the lifestyle they require now and in retirement. Our clients receive estate and retirement planning expertise, business succession planning, disciplined investment management, and a commitment to an exceptional service.
