Tax Season is Here
Enable Your Financial Future Today
Sars has announced that the filing season will run from 15 July to 21 October 2024 for individual taxpayers, while provisional taxpayers (including trusts) will have until 20 January 2025. While trusts is 16 September 2024 – 20 January 2025.Hit the contact us, fill out the form below and let us see how we can help you.
ENABLE YOUR FINANCIAL FUTURE TODAY
As an accredited Financial Advisory Services Company, we provide an extensive range of advisory services, including Personal Financial Planning, Investment Management, Employee Benefits, Healthcare Solutions, Fiduciary Services, and Accounting Services.
It’s that time of the year again when medical scheme members, through their principal members, must decide whether they want to remain on their current benefit option or medical scheme or switch to another option or scheme.
About KSR
KSR has been founded on the principle of customer centricity and providing you with the best service possible. Our independence ensures that we are able to tailor make solutions and find the best possible fit for you in order to meet your financial needs.
- Level 1 Bee Company
- Female and Black Owned
Who Are We
KSR is an independent brokerage and aims to provide a full bouquet of services. We have more than 20 years of experience in the insurance industry in both corporate and individual financial planning. Our passion is working with our clients to ensure that they meet their financial objectives for retirement and that they are still able to enjoy their best years by finding solutions that are cost effective and sustainable. We pride ourselves on building lifelong relationships that span generations.
What We Offer
As an accredited Financial Advisory Services Company, we provide an extensive range of advisory services, including Personal Financial Planning, Investment Management, Employee Benefits, Healthcare Solutions, Fiduciary Services, and Accounting Services.
Death and Disability Planning
This entails ensuring that a holistic approach is taken to ensure a legacy is left for your loved ones and that their financial needs are met when you are no longer here. There is also a strong focus on living benefits such as Critical Illness cover and disability benefits as well as ensuring that we protect your greatest asset which is your ability to earn an income.
Individual Healthcare
Choosing the right medical aid for yourself and your family can be a daunting task , we assist you in finding the best fit for both your budget and health needs and help you manage the medical aid post inception. This includes rewards programs and Gap Cover as well as medical insurance.
Group Healthcare
Through our partnership with various medical aid and gap providers we are in turn able to offer a diverse range of options for our employers and their staff with competitive underwriting, that is tailor made to suit their specific needs.We also provide one on one consultations with staff to ensure that they understand the choices they have made.
Estate Planning
Most people are under the impression that they do not require a will and that their assets will automatically pass to their spouse sadly this is not the case. Your estate consists of everything you own, your car, your house, your bank account, investments, even your furniture. So no matter how big or small your assets are the reality is when you pass away it still has to be distributed
Employee Benefits
Through our partnership with various Insurer’s we are able to provide clients with a robust employee benefits solution to meet their needs.
This ranges from Group Risk schemes to Pension and Provident funds as well as Group RA’s.
Short Term Insurance
Through various partnerships we are able to offer our clients a range of offering’s to best meet their
short- term insurance needs. This covers both personal and commercial insurance.
Investment Planning
We offer accessibility to various platforms through multiple insurers. Our offering includes tax free savings, endowments, retirement annuities, collective investments.
Contact Us
Through various partnerships we are able to offer our clients a range of offering’s to best meet their
short- term insurance needs. This covers both personal and commercial insurance.
Renai Naick
Director
Renai started her career at Alexander Forbes in 1996 and moved to Liberty in 1999. She specialises in investments, training, corporate benefit administration and engaging with Trustee Boards. Her passion is ensuring that people are well taken care of. She became a financial planner in 2015 and has experience in Corporate Benefits, Medical Aid, Gap Cover, Medical Insurance, Life Risk and Investments. Renai is passionate about financial literacy for young people and ensuring that everyone has access to proper financial planning. Her motto is – Planning with Purpose.
In terms of my career my biggest achievements have been :
Liberty where I was nominated for Passion for Excellence in 2009, with Sanlam when I received the Perigrene Falcon award in 2015, and with Brightrock when I became a Laureate advisor in 2016. Being an independent financial advisor places me in a unique position to be able to tailor make solutions for my clients and to find the best possible fit for them. I have a passion for people and ensuring that they are placed in the best position to achieve their future goals. Ensuring that they leave a lasting legacy for their loved ones. Guiding young people and seeing them grow financially is one of my greatest passions. School and university does not prepare young adults to navigate the sometime treacherous waters of finance, and they end up spending the best years of their life not saving for the future.
What People Say
See what our clients have to say about us.
