Our Services

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what we do?

We have a clear process to understand your goals and develop appropriate recommendations.

One on One consultation: Initial meeting to understand your needs
Analyse Requirements and evaluate options to design wealth management and investment strategy
Recommendations Meeting: Presentation of recommended wealth management and investment strategy
Begin ongoing execution of wealth management
Execute investment strategy and other recommendation
6 Months follow-up meeting
Regular review meeting: ongoing monitoring of investment strategy and wealth

core services

Wealth Management

We have in-depth experience in financial planning and investment management, but we also bring in professionals with the expertise necessary for a successful wealth management plan. We will also work with any professionals with whom you already have a relationship.

investment management

To help achieve your financial goals, we employ a disciplined investment management process and our Financial Transformation Program (Exclusive to Tau Wealth Management).

personal services

Periodic client reviews
Comprehensive communications and performance reporting
Personalized communications offering (i.e. Portfolio manager insights, research reports, news on specific funds
Opportunities to attend financial and investment education events and seminars
Access to adviser and team, either remote or face-to-face
Facilitate family meetings
Act as a liaison to other professionals (accountant, lawyers, et. al)
Personalized delivery of information (phone, email, web, in-person)

fees for advice

At Tau Wealth our philosophy is to grow and protect your wealth hence we will always discount our upfront fees.

Fees are regulated as follows by the FSB:

Lump Sum Investment	FSB Regulated Fees:	Tau Wealth
Voluntary	3.42% (Incl. Vat)	Maximum of 2.28% (Incl. Vat)
Compulsory	1.71 (Incl. Vat)	Maximum of 1.14% (Incl. Vat)

Example in rand value:

Lump Sum Investment R1000000	FSB Regulated Fees:	Tau Wealth	Saving
Voluntary	R34 200	R22 800	R11 400
Compulsory	R17 100	R11 400	R5 700