Financial Advisory Firm in South Africa | RTA

About RTA

Financial expertise,
structured to work together

What began as an accounting firm over two decades ago has evolved into a fully integrated financial services provider. Today, RTA aligns wealth, advisory and accounting within one coordinated structure to ensure financial decisions are made with full visibility and long-term wealth reflects actual progress.

Over the years, our experience showed us that meaningful financial progress needs more than isolated advice. It requires financial discipline to work together toward a shared outcome. This belief shaped the integrated model RTA uses today.

Our philosophy is simple: financial advice works best when every part of your financial world informs the next.

Who benefits from integrated financial services?

The clients we serve

We partner with clients whose financial decisions extend beyond basic compliance and require broader strategic alignment.

Our integrated model is designed for:

The RTA Way

When your accountant, advisor, and wealth manager operate independently, important financial decisions are made in isolation. The result is fragmented advice and missed opportunities that impact your long-term growth.

01

Simplify

Bring everything into one clear view

Your data, decisions, and long-term plans are aligned, giving you clarity across business and personal finances.

02

Solve

Make decisions with full visibility

With a full view of your financial position, we structure solutions around the realities of your business, personal finances, and long-term objectives.

03

Prosper

Build wealth with intention

With the right structure in place, your business or personal finances are aligned, driving meaningful, measurable growth.

Why financial integration matters

RTA’s model is intentionally structured so that each discipline informs the next. Rather than operating independently, our wealth, advisory and accounting teams work within one coordinated framework to ensure every recommendation reflects the broader financial picture.

Wealth

Converts your financial goals into a practical strategy

Advisory

Helps you make the right decisions along the way

Accounting

Implements the structures needed to reach those goals

How our clients benefit from a holistic financial model

Our integrated approach becomes particularly valuable when financial complexity increases, and isolated advice no longer provides sufficient oversight.

Our model is often most relevant when:

The standard behind our advice

What clients can expect from us

Client Centric
Your financial position is unique. Our advice is built around your current reality and moving towards your long-term goals.

Solution Driven
Every recommendation, decision and solution is designed to simplify your financial processes, solve real problems, and enable steady growth.

Integrity
Trust is built through clarity, honesty, and consistency. We provide advice that is grounded, transparent, and aligned with your best interests.

Meet our dedicated team

Qualified accountants,
advisors and wealth planners

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.

Fanie Meades

Chief Executive Officer

Anna-Mari Dickason

Director | Accounting

Jana Schreuder

Director | Assurance

Dominique Geldenhuys

Senior Account Manager

Tyger Valley

Yolande Schröder

Operations & Marketing Manager

Tyger Valley

Jonel Swanepoel

Admin Support

Tyger Valley

Janine Paulus

Group Accountant and Client Services

Tyger Valley

Angelique Pretorius

Financial Manager

Tyger Valley

Thony Kabengele

Senior Accountant

Tyger Valley

Lentino Dirks

Senior Accountant

Tyger Valley

Nadine Ellis

Accountant

Tyger Valley

Tania Nel

Trainee Accountant

Tyger Valley

Preciosa Flynn

Trainee Accountant

Tyger Valley

Adi Fourie

Principal Financial Advisor

Tyger Valley

Craig Semmery

Accountant

Somerset West

Garthwon August

Accountant

Somerset West

Lana Swart

Financial Manager

Somerset West

Natalie Pollands

Secretarial and Admin Support

Somerset West

Margaret Olivier

Accountant

Somerset West

Warren-Lee van der Walt

Accountant

Somerset West

Monrey Smith

Trainee Accountant

Somerset West

Danelle Booys

Trainee Accountant

Somerset West

Ronel Kapp

Accountant

Gqeberha

Ready to connect your
financial decisions?

RTA provides integrated financial services by combining accounting, business advisory, and wealth management into one coordinated strategy. Rather than treating these disciplines separately, we align them to help clients make informed financial decisions, improve business performance, manage risk, and build long-term wealth.

Traditional firms operate in silos, where accounting, tax, business advisory and wealth management are handled separately. RTA brings these together into one aligned structure, so every decision supports your overall financial position.

When advisors work independently, decisions are made without full visibility. This often leads to conflicting strategies, inefficiencies, and missed opportunities across tax, investments, and business planning.

RTA aligns your personal, business, tax, and investment strategies into one framework. This creates full visibility, simplifies decision-making, and ensures every move supports long-term outcomes.

No, not always. However, the most effective outcomes happen when these areas work together. RTA can engage where needed and expand as your financial complexity grows.

RTA is suited for business owners, professionals, and individuals with growing or complex financial positions who need structured oversight across multiple financial areas. We also work closely with individuals and business owners looking for simple, effective solutions, helping them turn complexity into clear, actionable outcomes.

Most structures fail because decisions are reactive and disconnected. Without alignment between tax structures, business finances, and wealth management, inefficiencies build and performance suffers.

RTA follows a clear process:

  1. Understand your personal and/or business position
  2. Align tax and investment structures
  3. Build local and offshore strategies
  4. Implement and continuously review

An integrated approach ensures that your accounting, tax, business, and wealth management decisions all support the same outcome. This reduces inefficiencies, improves clarity, and allows you to make decisions with full financial visibility.

RTA provides integrated financial services by combining accounting, business advisory, and wealth management into one coordinated strategy. Rather than treating these disciplines separately, we align them to help clients make informed financial decisions, improve business performance, manage risk, and build long-term wealth.

RTA aligns your personal, business, tax, and investment strategies into one framework. This creates full visibility, simplifies decision-making, and ensures every move supports long-term outcomes.

RTA follows a clear process:

  1. Understand your personal and/or business position
  2. Align tax and investment structures
  3. Build local and offshore strategies
  4. Implement and continuously review

An integrated approach ensures that your accounting, tax, business, and wealth management decisions all support the same outcome. This reduces inefficiencies, improves clarity, and allows you to make decisions with full financial visibility.

Traditional firms operate in silos, where accounting, tax, business advisory and wealth management are handled separately. RTA brings these together into one aligned structure, so every decision supports your overall financial position.

When advisors work independently, decisions are made without full visibility. This often leads to conflicting strategies, inefficiencies, and missed opportunities across tax, investments, and business planning.

Most structures fail because decisions are reactive and disconnected. Without alignment between tax structures, business finances, and wealth management, inefficiencies build and performance suffers.

No, not always. However, the most effective outcomes happen when these areas work together. RTA can engage where needed and expand as your financial complexity grows.

RTA is suited for business owners, professionals, and individuals with growing or complex financial positions who need structured oversight across multiple financial areas. We also work closely with individuals and business owners looking for simple, effective solutions, helping them turn complexity into clear, actionable outcomes.

Frequently Asked Questions

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