Your trusted financial solution to life and after
Why Choose Us?
TaylorMade Wealth Management’s competitive advantage is our comprehensive approach to financial planning. Through the shareholders and staff’s knowledge and experience we will be able to assist any individual or company to create a personal financial solution to suit their needs.
In partnership with industry leading companies who is well known in the market for creating financial solutions with the utmost due diligence requirements. Through comprehensive financial advice we will develop long lasting relationships. Attention to detail and thoroughness will certainly be appreciated by our clients who are trusting their financial future to TaylorMade Wealth Management.
Our Products & Services
Short Term Insurance
We understand the importance of affordable short term insurance, and we will assist you with comprehensive insurance to ensure that you are only paying for the cover you need.
This Includes:
– Personal Asset Insurance
– Tracking Systems
Medical Aid Planning
Deciding on or changing between options on your existing medical cover can be a daunting task. We will help you make an informed decision on the best option that suit your needs and pocket.
This Includes:
– Medical Aid
– Gap Cover
Business Assurance
Business Assurance is key to ensure that your business and the individuals in the business are well covered.
This Includes:
– Buy and Sell
– Business Contingency
– Key Person
– Commercial Short Term Insurance
Investment Planning
The first step in creating an investment plan is to work with a financial advisor to understand your current situation and decide what you want to accomplish with your portfolio. We will assist you to identify what is important to you, including your attitude towards investment risk, asset allocation and investment costs.
This Includes:
– Investment Planning
– Retirement Planning
– Educational Planning
– Savings Planning
Estate Planning
The estate planning process is one of the most important steps to ensure sufficient funds are available for various needs. It involves the structuring of assets in the most tax effective way in order to ensure protection and preservation of assets from one generation to the next.
This Includes:
– Drafting of Wills
– Life Insurance
– Disability Insurance
– Severe Illness Insurance
– Funeral Cover
Personal Tax Returns
With our registered Tax Practitioners, we are able to assist our clients with their annual tax returns to ensure that they comply with all the SARS requirements annually.
This Includes:
– Annual Income Tax Returns
– Provisional Income Tax Returns
– Tax Compliance
About us
TaylorMade Wealth Management is a comprehensive financial planning consultancy with many years of experience, focusing on a holistic financial solution for each individual or company. We focus on building long-term relationships that is likely to be established out of earned respect…
Compliance
Our Partners
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Contact us
We would love to hear from you. Contact us with any queries or questions you may have.
info@tmwealth.co.za
8 Eastwood Ridge,
20 Eastwood Ave,
Randpark Ridge,
Randburg
Office Hours:
Monday - Friday, 08:00 - 17:00
Closed Saturdays, Sundays, and Public Holidays
Authorised Financial Services Provider: License Number 46182
