Trust us with your commercial needs to ensure peace of mind regarding your livelihood.

Ensure your home, car and family are well taken care of, no matter what. We conduct a detailed investigation of your current financial needs versus your perceived future needs, analysing your current retirement provisions and compiling a projected cash flow at retirement.

Did you know only 6% of South Africans can afford to retire comfortably?

At Alpha Centauri Advisory Services, we are passionate about retirement planning, offering specialized advice and options to impact your lifestyle positively. We are committed to assisting our clients in becoming part of the 6% of South Africans that can retire comfortably.

Our internal legal advisers can assist with advice on pension fund disputes and other pension fund matters.

Services include:

• Advise on transfers from any public or private sector employment fund to other funds.
• Retirement annuities.
• Tax advice on retirement options.
• Employee benefit structures.
• Defined and undefined pension benefits funds.
• Unclaimed pension funds.

Trust our leading experts for advice on all investment vehicles. Our risk profiling matches investment strategies to your risk profile, providing continuous reviews of investment performance to prevent or limit deviation from predetermined objectives. Our director, Mr Percy Mudzusi, has developed the life zone approach, unique and personalised to each client’s goals and circumstances.

Investment instruments may include:

• Unit trust investments.
• Portfolio construction.
• Cash flow projections.
• Income portfolios.
• Investor education (JSE listed shares).
• Endowment policies.
• Investment for education.
• Tax and investment advice.

Receive advice on company-owned policies, employee benefit strategies, umbrella funds, business re-engineering strategies, business funding models, drafting business plans, liquor licensing assistance and advice on liquor-related matters.

Receive advice on company-owned policies, employee benefit strategies, umbrella funds, business re-engineering strategies, business funding models, drafting business plans, liquor licensing assistance and advice on liquor-related matters.

Conducting financial planning presentations for employees and management staff, covering individual income tax, administration of deceased/insolvent estates, budgeting, loan redemption schemes and investments.

Detailed investigation of assets and liabilities, drafting liquidity analysis reports, succession plans, wills, testamentary codicils, administration of deceased estates, reviewing current liabilities and obligations, planning for unforeseen emergencies, analysis and developing asset acquisition strategies, creation of trusts and conducting trust legal audits.

Providing salary structuring services for efficient income tax planning, compiling and submitting client tax returns, advising on tax implications of investments and insurance products.

Providing salary structuring services for efficient income tax planning, compiling and submitting client tax returns, advising on tax implications of investments and insurance products.

A business that does not “insure” its success is destined to fail. Alpha Centauri Advisory Services navigates the complex world of business insurance and assurance, providing services such as business structuring, buy & sell agreements, succession planning, shareholder agreements, HR policies, acquisitions & mergers advice and business plan drafting and advice.