services and
fees
The Lemon Lady has two core services : brokerage services and tax services
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
for a summary of The Lemon Lady's hourly fees, click here (105KB)
for a more detailed description on some of the services mentioned above, click here (180KB)