Fintax GroupFintax Group

Expert Financial Services

Fintax offers tailored financial services and advice on all elements of your financial affairs with the aim of identifying the best solution for the job in hand.

Tax and Structuring

Structuring and tax planning is essential to minimize avoidable expenses. Fintax has a network of specialized professionals, both on and offshore, who are on hand to ensure that their clients have the optimum, tax efficient structure.

Innovative Design of Solutions

Creating solutions to meet our client’s objectives is a cornerstone of our business. We are able to achieve this once we have identified our client’s requirements and then using our local and international network to design the solution.

Transparent Fees

Fintax’s fee structure is extremely competitive and transparent, and excludes commissions and incentives. We understand that, in a low return environment, fees eat into the investment returns of the client. This is why we ensure that all fees and rebates are included in our proposals and disclosed at all times. If you choose to appoint Fintax as your advisor, Fintax will undertake the work on risk, recouping the fee once business has been placed.

Minimising The Risk Factors

We define risk as the tolerance to losing money and, where possible, we look to limit overall portfolio risk through a careful blend of asset classes, including traditional assets such as equities, bonds, property and cash, as well as alternative investments, where appropriate.

Alternative Investments

There are many different types of alternative investments including hedge funds, managed futures and private equity. Each alternative investment has its attributes but is essential to evaluate which best suits a client’s needs. Fintax is well placed to evaluate these and where to place them in a client’s overall financial plan, where applicable.

Estate Planning

When it comes to planning and structuring your estate, an in-depth assessment of the requirements and potential outcomes needs to be considered, taking into account the tax consequences in the various jurisdictions it may encompass. It is important to keep your estate current as assets and goals change throughout a life time. Fintax conducts regular reviews with their clients to ensure that their affairs are up to date with the latest tax and estate planning legislation. Whenever necessary we will enlist the expertise of our network of specialised professionals.

Our Investment Philosophy and Strategy

Fintax has a clear investment philosophy, which underpins the way we manage our clients’ portfolios. In order to generate the best possible returns during all stages of the investment cycle, we believe in investing across all asset classes, including equities, bonds, cash, property and alternative investments. When investing offshore, we believe in a multi-manager investment strategy, as no one manager is able to consistently outperform across all regions and all asset classes. As a result, we have adopted a multi-manager, multi-asset class investment approach internationally. However, when investing in South Africa, it is often best to select one good asset management firm. This is largely due to the size of our single stock market. We have direct relationships with the majority managers and firms with whom we deal, to ensure that we are kept updated on their views of global markets and how this translates into the current portfolio positioning of our clients’ portfolios.

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