Financial Management & Planning


When it comes to making life-changing financial decisions, our team with the necessary business acumen can be consulted to assist you with the financial management of your organization. The financial management is generally concerned with procurement, allocation and control of financial resources of a concern. You will get the very best advice and products tailored just for you.

The following is the services we provide but are not limited to:

  • Budget and strategic planning
  • Business succession planning ( for business owners )
  • Due diligence
  • Financial and tax planning
  • Financial viability studies
  • Investment planning and products
  • Retirement planning
  • There should be a sound and fair composition of capital so that a balance is maintained between debt and equity capital.
  • To ensure adequate returns to the shareholders
  • To ensure optimum funds utilization. Once the funds are procured, they should be utilized in the maximum possible way at the least cost To ensure regular and adequate supply of funds to the concern
  • To ensure safety on investment, i.e., funds should be invested in safe ventures so that adequate rate of return can be achieved
  • To plan a sound capital structure
  • We act as executors for deceased estates
  • Workflow management

Contact our specialist


Coenie Schoeman

+27 82 339 2554

coenie@vayetze.co.za