services and
fees
The Lemon Lady™ has three core services : brokerage services including investments; individual and business tax services & general financial advice of basically any kind!
brokerage services include :
- life and disability insurance policies; income protectors
- consolidation of policies (align client's needs with actual cover and to save on premiums)
- investments like retirement annuities and unit trusts
- determination of what death & other cover you need (through estate and other analysis)
- what you can afford (through budget planning)
- estate planning, wills and trusts
tax services include :
- tax returns (annual income tax; provisional tax; PAYE; UIF; VAT; dividend declarations)
- financial statements and tax advice for individuals and small business owners
- turnover tax advice and registrations
- income confirmations and BEE letters
- general tax administration (tax clearances; various tax registrations; SARS visits)
- Company registrations/amendments and CC amendments
other services I offer include :
- business plans
- design and implementation of administration systems
- business mediation (facilitate meetings of a financial nature between business partners and married couples)
services I do not offer :
- forex investments
- medical aids
- short term insurance products and advice
- advice on crypto investments (I do crypto registers for tax returns)
for a PDF summary of the hourly fees of The Lemon Lady™ please click here (197KB)
for a more detailed description on some of the services on the PDF summary, click here (144KB)