Who We Are
We are motivated by long relationships built on trust, which has earned us an enviable 99% client retention ratio – unheard of in the industry. We only employ wealth managers who are united by a common vision and a passion for client centric advice.
3k+
Assisted Companies
1.5k+
Successful Projects
300+
Covid Application Made
JARGON
Tax Compliance Status
(TCS)
• www.sarsefiling.co.za
(Tax status)
• Sections
> All debt paid (excl. instalment payment arrangements)
> All returns submitted
> Registrations
> Supporting documents
• Real-time
• Linked to Central Suppler Database (CSD)
Management Accounts
• Financial reports used by owners and management for day-to-day and strategic decision making
• Consist at minimum
> Balance sheet
> Income Statement
• Prepared monthly
• Internal business requirement
..
.
.
Annual Financial Statements (AFS)
• Financial reports based on 12-month period
• Consists of:
> Balance sheet
> Income Statement
> Cash flow
> Accounting notes and policies
• Prepared within 6 months after year-end
• Companies Act requirement
Services Offered
OUR PARTNERS:
CURRENCY EXCHANGE RATE
LETS START TALKING:
Mr E.M.M Mthembu – Professional Accountant (S.A) CIGFARO
Phone number: 061 862 5211
Email: elliot@owealth.co.za
Mr. O.K Masenya – Public sector Specialist, Investment Analysist
Phone number: 084 599 6827
Email : obed@owealth.co.za