At RTA, we are committed to unlocking the full potential of your wealth through our comprehensive financial management and planning solutions. Established in 2004 as a traditional accounting practice, we have evolved over the years, adapting to the unique needs of Small and Medium-sized Enterprises (SMEs). Today, we stand as a dynamic team of highly qualified professionals registered with SAICA, SAIPA, CFA Institute, and FSCA, offering a wide range of services in Wealth Management, Business Advisory, and Accounting.
marked our transformation as the first Certified Xero Advisor in South Africa. Since then, we have continuously expanded our service offerings, incorporating Advisory and Wealth Management services in 2015 and undergoing another transformation in 2023, with a strong management team of dynamic directors leading the way.
We believe in fostering strong partnerships with our clients, maintaining a growth mindset, and upholding the highest standards of professionalism and skill. Our mantra “Your prosperity is our priority” drives us to embrace the latest technology, ensuring we provide accurate, understandable, and real-time information to all users.
Expert advisory solutions focused on sustainable growth, legacy planning, and wealth optimisation for businesses of all sizes.
Our commitment to diverse businesses is deep-rooted. We offer customised service packages that cater specifically to the varying needs of our clientele.
Our team of skilled professionals, led by Fanie Meades (Founder and CEO), is dedicated to providing expert financial guidance, business coaching, and valuable insights to help you navigate the path to prosperity. Our advisors adhere to the highest ethical standards and professionalism backed by top industry qualifications.
Our professional staff conduct an assessment and review of your business. Using the results, we design, implement and optimise a solution specific to your needs. We don’t stop there. Once your solution has been implemented we work to ensure continual improvement.
At RTA, we offer personalised financial planning services including retirement planning, life insurance solutions, and business assurance to secure your future and the future of your business.
Our business advisory service provides real-time insights and tailored solutions, including financial analysis, valuations, and growth strategy development to help you make informed decisions for sustainable business growth.
Our innovative cloud-based solutions coupled with expert face-to-face services provide real-time financial insights, and streamlined financial management, and ensure compliance, enabling you to focus on your business.
You can get started by contacting us via phone at 021 914 0055 or email at email@example.com. You can also fill out the contact form on our ‘Contact Us’ page and we will get back to you promptly.
Switching to us is easy. We provide a timeline and action list for the transfer process, ensure a smooth and timely transition of your data to Xero, provide training and support to you and your staff, and complete a compliance review and task schedule.
We provide tailored financial and business solutions for small startups to large and growing businesses, ensuring that your unique needs are met at every stage of your business journey.
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