Comprehensive
Trust Management
Solutions
Work with a team of trusted, professional advisers who have the knowledge and experience to ensure your prosperous future.
Visit us
229 Bell Drive
Noordheuwel
Krugersdorp
Gauteng
South Africa
Phone Number
+27 71 676 2095
Office Hours
Monday – Friday:
08:00 – 17:00
Our Services
We provide trust management solutions for claims arising from the road accident fund, medical negligence, divorce settlements, deceased estates, and minors trusts. We are committed to managing trusts in the best interest of the beneficiaries by using effective processes and thoroughly researched investment strategies. We partner with excellent service providers to in turn provide excellent service to our customers.
Our Legal Expert: Jaco van Niekerk
Jaco is an admitted Attorney of the High Court of the Republic of South Africa.
He completed his LLB degree at North West University in 2008. After completing his articles, he was admitted as an Attorney in January 2011.
Jaco has experience in the following areas of law:
Road Accident Fund litigation; General Litigation; Family Law; Labour Law; Debt Collections; Corporate Litigation; Company Law; Wills and estates; Insurance Law; Contracts; and Trusts.
He was a dircetor at Intersol (Pty) Ltd from May 2012 to May 2015, where the main business was imports, exports and commodity trading.
He has over the years been involved in setting up and structuring of multiple businesses in South Africa and Namibia.
Our Financial Advise Expert: Louis Adendorff
Louis obtained his B.Sc degree from the University of Stellenbosch in 2001. After working in the pharmaceutical industry he started his career in the financial services industry in 2008.
He registered his FSP in 2010 and has built a very successful practice as an independent financial adviser having earned Diamond Broker status for every consecutive year since 2012.
Louis has served as a Trustee on multiple trusts since 2015.
Through his skill and experience as an independent adviser he has built strong long standing relationships with clients.
Louis continually educates himself on relevant matters relating to the investment and insurance industry.
We can assist with the following:
Our services include matters relating to trust management and administration, needs analysis and personalized trust investments.
Trust Management
- Trust education to beneficiaries
- Handling of medical and other financial needs of beneficiaries
- Drafting of trust instruments
- Registration of trusts
- Trust analysis
- Acting as trustees
- Trust administration including accounting and tax management
- Registry of trust assets
- Legal assistance involving trusts / trustees
Investment Management
- Financial assessment to determine the needs of the beneficiaries
- Tailor made investment plans for effective trust asset management
- Extensive investment research done through our excellent investment service provider to ensure optimal investment and longevity of the trust assets
- Extremely competitive investment fees
- Transparency and Accountability
Why Us
We are a dedicated and experienced team with extensive knowledge in our respective fields. We provide a personal touch when dealing with our clients, as our dedicated team place and regard the needs of the beneficiaries as the most important aspect of our work.
We ensure that regular trustee meetings are held and that the all resolutions are transparent. We communicate with clients on a regular basis and in a dignified manner. We make the operation of the trust easy and understandable to the beneficiaries. We manage trust assets in a responsible and accountable manner to ensure the maximum benefit for our beneficiaries.