Taylored Financial Services brings together specialist expertise across wealth planning, investments, accounting, fiduciary services, lending, structured advisory, international affairs and personal support.
As wealth grows, financial decisions rarely remain confined to one area.
Personal investments can affect estate planning. Business ownership can influence tax and wealth structures. International interests can bring accounting, fiduciary and family considerations into the same financial picture.
Through the Taylored group, you can access specialist expertise across these areas while maintaining a more coordinated view of your financial affairs.
A considered strategy for managing wealth over time.
Wealth planning goes beyond selecting investments. We consider your financial position, investment objectives, family priorities, protection requirements and longer-term plans to build a strategy around what you are working towards.
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Clarity around the numbers that shape important decisions.
Accurate financial information becomes increasingly important as personal, business and investment affairs become more complex. Taylored Accounting provides accounting, audit and tax expertise for individuals, companies and more complex structures, helping you maintain financial oversight and meet your reporting and compliance obligations.
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Plan carefully for what you own and what you leave behind.
Trusts, wills and estates form an important part of responsible wealth planning. Our fiduciary capabilities help you consider how assets are held, administered and transferred, with appropriate attention given to family circumstances, succession and longer-term intentions.
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Ownership, financing and restructuring decisions can have consequences across both business and personal financial affairs. Taylored provides specialist lending and structured advisory expertise when navigating these more complex decisions.
Financing considered in context.
Taylored Mortgage Services assists with mortgage, bond and lending requirements. Rather than viewing borrowing in isolation, financing can be considered alongside your wider assets, cash flow and financial plans.
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Specialist thinking for complex ownership and transactions.
Certain financial decisions require more than general accounting advice. Wealth Structured Advisory provides specialist chartered accounting input when dealing with asset transfers, ownership changes, restructuring and significant business transactions.
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For financial affairs that extend beyond South Africa.
International business, wealth and family interests introduce an additional layer of complexity. Through TFI International, you can access Mauritius-focused and international advisory for the establishment and management of offshore companies, trusts and other international structures.
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Personal service beyond financial matters.
Taylored Travel Services provides bespoke travel arrangements for personal and business requirements. This includes selected international arrangements connected to offshore business interests and office visits.
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The Taylored offering also extends into areas that may form part of personal, family or business financial planning.
Protection planning aligned with personal and family financial commitments.
Guidance around medical aid requirements and available options.
Cover for appropriate personal and business risks.
Private banking requirements considered alongside broader financial affairs.
Employee benefit solutions for businesses and their people.
Coordination across more complex family, wealth, business and international affairs.
A requirement may begin in one area and affect another. A business restructure can affect tax, ownership and personal wealth. An international company may require accounting and fiduciary input. Estate planning may need to align with investment structures and family arrangements.
You do not need to decide which company or specialist within the group you need. Tell us what you are looking to address and we will make sure your enquiry reaches the appropriate specialist.
