Integrated wealth, advisory, and accounting solutions
We take the time to understand your financial position, identify gaps and opportunities, and guide you toward the right solution, ensuring your wealth, advisory, and accounting strategy work together.
Switching to us is easy. We provide a timeline and action list for the transfer process, ensure a smooth and timely transition of your financial data, optimise your accounting system, and support you and your team with training and ongoing guidance. We also perform a compliance review and establish a structured task schedule.
Transferring to RTA, an independent financial services provider registered with the FSCA, is a structured and seamless process. We review your current arrangements, define a clear transition plan, and manage the implementation to ensure your financial planning, investments, and insurance are fully aligned and optimised within a single, integrated strategy.
Yes. We tailor our accounting, advisory and financial solutions to suit businesses at every stage, from startups to established and growing businesses, ensuring the level of support matches your needs and complexity.
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We have offices in Tyger Valley, Gqeberha, and Somerset West, but we serve clients all over.
