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We have a clear process to understand your goals and develop appropriate recommendations.
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.
To help achieve your financial goals, we employ a disciplined investment management process and our Financial Transformation Program (Exclusive to Tau Wealth Management).
At Tau Wealth our philosophy is to grow and protect your wealth hence we will always discount our upfront fees.
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) |
Lump Sum Investment R1000000 |
FSB Regulated Fees: | Tau Wealth | Saving |
---|---|---|---|
Voluntary | R34 200 | R22 800 | R11 400 |
Compulsory | R17 100 | R11 400 | R5 700 |