RTA

Why Partner with RTA? Your Prosperity is Our Priority.

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.

Our Philosophy

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.

Our Services

Expert advisory solutions focused on sustainable growth, legacy planning, and wealth optimisation for businesses of all sizes.

Wealth Management
 

Customised financial planning, investment, and insurance solutions tailored to individual and business needs.
 

Business
Advisory
 

Expert advisory solutions focused on sustainable growth, legacy planning, and wealth optimisation for businesses of all sizes.
 

Accounting and Financial Management

Innovative cloud-based solutions coupled with expert face-to-face services for effective financial management and guidance.

Our Team

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.

Meet Our Dedicated Team

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.

Anna-Mari Dickason

Director: Accounting

Bronwyn van der Byl

Head of Accounting: Cape Town

Dominique Geldenhuys

Accountant

Maritza Dalton

Account Manager

Jonel Swanepoel

Admin Support

Fanie Meades

Chief Executive Officer

Yolande Schröder

Operations

Connie Ngashe

Office Admin Assistant

Jana Haasbroek

Director: Assurance

Janine Paulus

Admin Manager

Alize Hough

Business Processes and Systems Architect

Frequently Asked Questions

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 info@rta.co.za. 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.

You can subscribe to our blog for the latest financial tips and insights. Additionally, signing up for our newsletter will keep you updated with the latest financial news and updates from RTA.

We have offices in Tyger Valley, Gqeberha, and Somerset West. You can find the exact addresses on our ‘Contact Us‘ page.