Financial & Legal Services

Financial Planning South Africa

Long-term financial structuring, retirement and wealth planning.

The Problem

Most South Africans hold disconnected products — RA, TFSA, life cover, unit trusts — without a single plan tying them together.

Magnus financial advisers build a coordinated plan across tax, investment, retirement and risk so every rand works toward your goals.

Consult

We understand your goals and current position.

Analyse

We model scenarios across tax and investment.

Implement

We coordinate products and structures.

Optimise

We review annually and adjust as life changes.

Are you tied to a product provider?

No — we provide independent advice across the SA market.

What's the minimum to start planning?

There's no minimum — planning starts with your goals, not your balance.

Stress-free SARS filing and year-round tax planning for individuals.

Corporate tax submissions, planning and SARS compliance for SA businesses.

Monthly bookkeeping, management accounts and VAT-ready records.

Give us a call — we'd rather have a real conversation about your tax and finances than send another form.