FINANCIAL ADVISING SERVICES | DURBAN

MJ Chartered Accountants is a group of passionate individuals, whole-heartedly dedicated to delivering superior accounting and taxation services in Durban. We take immense pride in our work, and focus our efforts on ensuring our valued clients are kept in the best possible standing with regards to taxation and their business accounting. For this reason, MJ Chartered Accountants has partnered with Tyrone Morris from Momentum to offer world-class financial advising services in KwaZulu-Natal! From retirement planning and wills, to business assurance and investment planning, when you think financial advising – think MJ Chartered Accountants! Here’s how we can help:

RETIREMENT PLANNING

Our retirement planning solutions include;

• Individual retirement planning & the benefits of tax relief

• Group pension/provident funds

• Living/life annuities & the best structure for these

• Preservation funds – transfers from existing employment.

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BUSINESS COVER AND
BUSINESS ASSURANCE

Our business financial advisory services include;

• Buy & sell agreements

• Business overhead protection

• Key Man insurance.

• Preferred compensation / Golden handcuffs

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INDIVIDUAL RISK COVER
AND ESTATE PLANNING

Our risk cover and estate planning services include;

• Wills, mortgage protection & critical illness cover

• Life cover, disability cover & income protection

• Estate planning & implications of estate duties and executors fees

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MEDICAL AID SERVICES

Our health advisory services include;

• Individual & group medical aids

• Structures medical plans that suit your budget and specific needs

• Completely personalised service and advice.

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INVESTMENT PLANNING

Our investment planning solutions include;

• Long & short-term investments

• Lump sum investments

• Off-shore investments

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Ready to take your business to the next level?

Get in touch with MJ Chartered Accountants and let us know what we can do to assist.
Contact us today to speak to our highly trained chartered accountants, and find out just how much strength lies in presence!

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