Our Wealth Services
For all enquiries send an email to : wealth@bezkie.co.za
An Exciting New Partnership with Anchor: Anchor Capital (Pty) Ltd (2009/002925/07), an authorised Financial Services Provider (FSP 39834), regulated by the Financial Sector Conduct Authority (FSCA).
We are thrilled to announce our new partnership with Anchor, a leading wealth manager in South Africa. This partnership brings a wealth of benefits to you, our valued clients. Anchor, with its expert and personalised financial advice, backed by years of experience, is tailored to your unique needs and aspirations. You can trust Anchor’s expertise, as the Group serves individuals, families, financial advisors, businesses and institutions of all ages and wealth levels, from those just starting to established, sophisticated investors.
Tax-Free Savings Account (TFSA)
Start paying your future self first without the tax man taking a cut. A Tax-Free Savings Account is one of the most powerful compounding tools at your disposal, allowing your investments to grow entirely free of capital gains, dividend, or interest taxes.
By maximizing your annual contributions now, you create a significant pool of tax-exempt wealth that provides ultimate flexibility and a massive boost to your long-term financial freedom.
Retirement Annuity / Living Annuity
Retirement shouldn’t mean a lifestyle downgrade; it should be the reward for your years of hard work. Whether you are building capital through a tax-deductible Retirement Annuity or managing a sustainable income stream through a Living Annuity, these solutions ensure your money outlives you. We focus on structuring these vehicles to minimize tax leakage while ensuring your capital remains resilient against inflation and market volatility.
Tax Optimisation in Investments
It’s not just about what you earn; it’s about what you keep. Tax optimization is the “silent engine” of wealth creation, where we use legal structures and strategic asset allocation to reduce your tax liability. By aligning your investment choices with the most efficient tax codes, we ensure that more of your returns stay in your portfolio, accelerating your path to reaching your financial milestones.
Company Cash Solution / Treasury
Idle company cash is a wasted opportunity. Instead of letting your business reserves sit in low-interest transactional accounts, our treasury solutions put that capital to work in high-yield, liquid environments. We help you manage liquidity risk while capturing institutional-grade returns, ensuring your business’s balance sheet is as productive and hard-working as your operations.
Optimising Estate Outcomes
A well-crafted estate plan is the final act of care for your family. Beyond just having a will, we focus on minimizing estate duties, executor fees, and legal bottlenecks that can deplete an inheritance. By structuring your assets correctly today, you ensure a seamless transfer of wealth, providing your loved ones with immediate liquidity and the peace of mind that your legacy is protected and intact.
Diversifying Portfolios
Concentrated risk is the greatest threat to long-term wealth. Diversification is the only “free lunch” in investing, allowing us to spread your capital across different asset classes, sectors, and management styles to smooth out market turbulence. We build robust portfolios designed to capture growth in various economic cycles while shielding you from the devastating impact of any single market failure.
Increasing Offshore Exposure
In an interconnected global economy, limiting your wealth to a single geography is a strategic risk. Increasing your offshore exposure grants you access to world-class industries, powerhouse economies, and harder currencies that aren’t available locally. We help you navigate the complexities of global investing to hedge against local currency depreciation and tap into the growth of the world’s most innovative companies.
Family / Generational Wealth
True wealth is measured by its ability to impact the next generation. We move beyond simple savings to help you build a “family legacy” framework that educates heirs and preserves capital across decades.
By implementing multi-generational structures and trusts, we ensure that the fruit of your labor provides a foundation of opportunity and security for your children and grandchildren
Bezuidenhout & Kie is not a licensed Financial Services Provider and does not render any financial services as defined in the Financial Advisory and Intermediary Services Act, 37 of 2002 (“FAIS”). Any financial services referenced or made available through this website are rendered exclusively by Anchor Capital (Pty) Ltd (Registration No. 2009/002925/07 | FSP 39834), an authorised Financial Services Provider regulated by the Financial Sector Conduct Authority (“FSCA”).
The content on this website is intended for general information purposes only and does not constitute, nor should it be construed as, financial advice under FAIS. Users should seek appropriate advice from a registered financial services provider before making any investment decisions.
Bezuidenhout & Kie complies with the Protection of Personal Information Act, 4 of 2013 (“POPIA”), and is committed to ensuring that any personal information collected is processed lawfully and in accordance with our Privacy Policy. A copy of the Privacy Policy and the applicable Conflict of Interest Management Policy is available on request. Where applicable, Anchor Capital complies with the Financial Intelligence Centre Act, 38 of 2001 (“FICA”), including all Know-Your-Client (KYC) and anti-money laundering obligations.