Monte Vista, Western Cape Financial

Access to Bridging Financing & Venture Capital

Accounting Services

• Accounting Officer
• Annual Financial Statements
• Audit Services
• Bookkeeping

Asset Allocation Funds

Asset Management

Bridging Finance

Business Brokers

Business Consultants

• Advice for Cross-Border Beneficiaries
• Conflict Resolution Strategy
• Emigration Advice
• Exchange Controls

Business Loans

Business Registrations

Disability Insurance Cover

Estate Planning

Finance Houses

Financial Coaches

Financial Information Services Provider

• Affordability Assessment Service
• AVS (Account Verification Services)
• Consumer Trace Platform
• Credit Checks

Financial Planners

• Asset Protection
• Bond Investments
• Business Wills
• Debt & Cash-flow Management

Financial Services Providers

Insurance Brokers

• Accident Insurance Cover
• B&B & Guesthouse Insurance
• Body Corporate Insurance
• Contractors All Risk

Investment Management

Investments

Inventory Finance

Invoice Discounting

Lease Funder

Local Equity Funds

Offshore Funds

Portfolio Management Software

Retirement Planning

Risk Management

Succession Planning

Tax Services

• Business Tax
• Capital Gains Tax
• Dividend Tax
• Donations Tax

Trade Finance

Trusts & Estates

• Consigliere Services
• Corporate Directorships
• Holisitic Asset Allocation Analysis
• HMRC Trust Tax Compliance

Wealth Planning