Our Financial Process Our Product is a Personal Financial Plan which enables a 6 point process •  Establish the Business Relationship •  Gather Information and Define Goals •  Analyse and Evaluate the Client's Financial Situation. •  Present the Plan and Recommendations to the Client •  Implement the Recommendations •  Review the Financial Plan For more information, download the full 6 Step Financial Process

Thought: 'To avoid criticism, do nothing, say nothing, be nothing.' (Elbert Hubbard)

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Welcome to Accatax Services (Pty) Ltd. Accatax Services was formed in 1998, by owner Estelle van Wyk. CFP® Estelle, who has over 28 years in the financial services industry, has grown the company client base strictly through referrals from satisfied clients.

FPI Number: 9603859 Tax Practitioner Number: PR-4D6275B Financial Service Board Number: 12224

Our Value Proposition We help our clients to plan and manage their  financial matters in the best possible way according to their needs and resources available.  We use proven and tested financial products to ensure our clients cover all areas of their investment and risk management.