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LEAD Financial Strategists are Professional Accountants, Tax Practitioners and Certified Financial P
LEAD Financial Strategists are a team of Professional Accountants, Tax Practitioners and Certified Financial Planners that seek, first and foremost, to understand you. We LISTEN, EVALUATE, ADVISE and ultimately DEVELOP financial strategies that are insightful and shaped to fit your circumstances and goals, adherent to the spirit of the legislation. Our professional membership together with our internal code of conduct in stills in our team the ethics, honesty, integrity and transparency that we subscribe to as the minimum standards necessary to provide you with a service that you can trust. Your business strategy, and decisions, must be made considering your entire operation, your personal and family circumstances, your industry and the economy. From helping to plan and implement strategic change, to increasing portfolio value, we focus on delivering tangible results. We think like investors and look for opportunities to add and preserve value.
08/10/2026
🔵🤝 What happens to a business when a partner passes away?
A properly structured buy-and-sell agreement can provide the funds needed to purchase their share and keep the business stable.
Combined with clear succession planning, it helps protect ownership, leadership and the future of the business when the unexpected happens.
🫵 Partner with LEAD
www.leadfinancial.co.za
LEAD is an authorised Financial Service Provider (FSP 38923)
05/10/2026
🔵🤝 What really drives the value of a business?
It goes beyond revenue.
Market position, consistent income, growth potential, customer loyalty, brand reputation and business risk all influence what a company is truly worth.
Understanding these factors is essential when planning to sell, restructure or prepare for succession.
🫵 Partner with LEAD
www.leadfinancial.co.za
LEAD is an authorised Financial Service Provider (FSP 38923)
Such a privilege to be part of this day.
01/10/2026
🔵🤝 Payroll mistakes can cost more than time.
Incorrect PAYE, UIF or SDL deductions, outdated employee records and missed reconciliations can lead to overpayments, underpayments, compliance issues and penalties.
Accurate payroll keeps your records clean, your employees paid correctly and your business compliant.
🫵 Partner with LEAD
www.leadfinancial.co.za
LEAD is an authorised Financial Service Provider (FSP 38923)
28/09/2026
🔵🤝 Outdated accounting systems can cost your business more than you realise.
Manual processes increase the risk of errors, wasted time and poor reporting, making it harder to get a clear picture of your finances.
Modern systems can streamline day-to-day accounting, improve accuracy and give you better information for smarter business decisions.
🫵 Partner with LEAD
www.leadfinancial.co.za
LEAD is an authorised Financial Service Provider (FSP 38923)
25/09/2026
🔵🤝 Retirement planning is about more than choosing when to stop working.
Think about the lifestyle you want, the income you’ll need, where you’ll live, healthcare costs and any family commitments you may have.
The earlier you plan for these factors, the better prepared you can be to enjoy retirement on your own terms.
🫵 Partner with LEAD
www.leadfinancial.co.za
LEAD is an authorised Financial Service Provider (FSP 38923)
21/09/2026
🔵🤝 Profit on paper doesn’t always mean cash in the bank.
A business can be profitable while its money is tied up in stock, unpaid invoices or other assets, leaving limited cash available for day-to-day expenses.
Understanding the difference between profit and cash flow is essential for keeping a business financially healthy.
🫵 Partner with LEAD
www.leadfinancial.co.za
LEAD is an authorised Financial Service Provider (FSP 38923)
17/09/2026
🔵🤝 The two-pot savings component can provide access to cash when you need it, but withdrawing comes at a cost.
You may face tax on the withdrawal, while also reducing the amount invested for retirement and the future growth that money could have earned.
Before withdrawing, weigh the short-term relief against the long-term impact on your retirement savings.
🫵 Partner with LEAD
www.leadfinancial.co.za
LEAD is an authorised Financial Service Provider (FSP 38923)
14/09/2026
🔵🤝 A well-organised family admin file can make a difficult situation far easier to manage.
Keep important documents such as insurance policies, bank details, debt records, wills and key contact information together in one secure place.
Having everything accessible helps ensure your family can quickly find the information they need when it matters most.
🫵 Partner with LEAD
www.leadfinancial.co.za
LEAD is an authorised Financial Service Provider (FSP 38923)
10/09/2026
🔵🤝 Tax-free savings accounts are a smart way to grow your money without paying tax on interest, dividends or capital gains.
From 1 March 2026, the annual contribution limit is R46,000. Contributing more than this can result in penalties, so keeping track of your contributions is essential.
Plan carefully, stay within the limit and make the most of the tax-free growth available to you.
🫵 Partner with LEAD
www.leadfinancial.co.za
LEAD is an authorised Financial Service Provider (FSP 38923)
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Website
Address
89 Main Road, Walmer
Port Elizabeth
6070
Opening Hours
| Monday | 08:00 - 16:00 |
| Tuesday | 08:00 - 16:00 |
| Wednesday | 08:00 - 16:00 |
| Thursday | 08:00 - 16:00 |
| Friday | 08:00 - 16:00 |
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