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)
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.