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

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.

  • Comprehensive Financial Planning
  • Retirement Planning
  • Income Protection
  • Family Protection
  • Education Funding
  • Business Succession Plan
  • Tax and Trust Planning
  • Estate Planning

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

  • 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

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