Tau Wealth Legacy
Johannesburg
Johannesburg
At Tau Wealth we offer holistic and unbiased financial planning through our contract with major SA Financial Services Provider, Old Mutual, Allan Gray, STANLIB, Liberty Life, Sanlam, Metropolitan, 1 Life and Capital Legacy
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What do you love most about your job?
I love helping people to become financially independent and creating generational wealth.
What inspired you to start your own business?
Being independent from corporate enhances my passion to help others wholeheartedly without being biased. My independence allows me to put the clients' needs first.
Why should our clients choose you?
I provide holistic and unbiased advice and I work with other professionals (Accountants, Lawyers, Estate Agents, etc) to ensure that my clients's needs are met.
Can you provide your services online or remotely? If so, please add details.
Yes, we have systems in place to work remotely, zoom, voice calls, emails, what's app, electronic application forms and we accept electronic signatures.
What changes have you made to keep your customers safe from Covid-19?
We introduced electronic application and the acceptance of electronic signatures. We are currently in a process of setting up our call centre to ensure minimum face to face contact
Post Retirement Planning
We work with GEPF and Corporate Pension fund to assist their members when they retire, resign or dismissals
Employees Benefit
We help small to medium enterprises to set up pension and provident fund.
Funeral Parlours Underwriting
We assist Funeral Parlours and Society Scheme with underwriting insurance.
Financial Planning
We provide holistic and unbiased financial planning for individuals.
Estate planning, education planning, retirement planning and investments.
Commercial and Personal Insurance Cover
We help SMME to insure their business, trucks, fleets, machinery and equipments. We also help individuals with Vehicle and household insurance
Financial Literacy
We have a Financial Transformation Program which is designed for corporate SA to help their employees to be financially independent, more productive.
Wills and Trusts
We help with drafting of last will and testaments
