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.
Welcome to Accatax Services (Pty) Ltd.

Accatax Services was formed in 1998, by owner Estelle van Wyk. CFP®

Estelle, who has over 35 years in the financial services industry, has grown the company client base strictly through referrals from satisfied clients.

Our Financial Process

Our Product is a Personal Financial Plan which enables a 6 point process:

  1. Establish the Business Relationship
  2. Gather Information and Define Goals
  3. Analyse and Evaluate the Client’s Financial Situation
  4. Present the Plan and Recommendations to the Client
  5. Implement the Recommendations
  6. Review the Financial Plan
Download the 6 Step Financial Process
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