Established in 1991, Protektum Consult evolved and expanded as the needs of our clients changed.
Today, Protektum houses 2 areas of expertise: Accounting and Financial Advice.
FINANCIAL ADVICE
Our lifestyle financial planning process helps you create a bespoke plan linked to appropriate investments that will suit your lifestyle and help you reach your goals. Our team of product advisers will ensure you get the best advice on short term insurance, life insurance, medical aid and GAP cover.
Advice, education and giving you peace of mind is at the core of what we do.
SERVICES
INVESTMENT PLANNING
It is very important for us to understand who you are, how you think about investing and what your goals are. Through education and proper advice we guide you on your investment journey to ensure you reach your unique goals.
ESTATE PLANNING
When you pass away we want to see your dependents taken care of. To make sure this happens we guide you on structuring your assets in the most effective way, and ensure your estate is in a healthy financial position.
SHORT TERM INSURANCE
Insurance is expensive and it has become very important to do your own risk management for smaller losses whilst leaving the bigger risks to trusted insurance companies. We will assist you in making the best short term insurance decisions.
LIFE INSURANCE
Without your income your investment plan cannot succeed, and not having enough funds in your estate will leave your dependents in a difficult financial position. We will advise you on the best ways to make use of life, disability and critical illness insurance to ensure your needs are met.
MEDICAL AID & GAP
You and your family’s health is very important to us and we will help choose the best medical aid fund and GAP cover to suit your needs.
EMPLOYEE BENEFITS
Taking care of your employees’ by co-providing for their retirement, health needs, life and disability insurance is a wonderful thing to do in these economic times. Individuals with employee benefits tend to retire more comfortably than others. We will advise you on the best options to make sure your employees are taken care of.
Protektum Consult is an authorised financial services provider with license number: FSP 30587
ACCOUNTING
Protektum Accounting strives to deliver a personalised experience for our clients, be it individual income tax, corporate tax, payroll or secretarial services. We make it easy and affordable.
ACCOUNTING SERVICES
- Processing of accounting records, compilation of VAT returns
- Preparation of management accounts / cash flow statements
- Annual financial statements
- Accounting / bookkeeping according to your business’s needs
- Sage Pastel Accounting sales
- SARS review / audit consultations
- Business consultations
- Assurance of compliance with statutory requirements
TAXATION
- Tax advice and planning
- Tax compliance
- Structuring of remuneration package
- Individual tax (provisional tax, income tax)
- Capital gains tax
- Corporate tax
- Notice of objections and appeals
SECRETARIAL
- Registration of new companies
- Administration of annual returns (CIPC)
- Lodgements with CIPC
- B-BBEE affidavits
- Trust registration
- Trust administration
- Share certificates
- Memorandum of Incorporation (MOI)
PAYROLL
- VIP support and sales
- Processing and compilation of pay slips
- EMP monthly returns, SARS communication
- EMP 501 reconciliation and issuing of yearly IRP5’s
- Structuring of remuneration package
Protektum Accounting: Registered Accounting Officer with Institute of Accounting and Commerce: IACAO649402
“Financial planning is about more than just buying good investment and insurance products, or getting the best investment returns. It’s about discovering your unique plan that will give you peace of mind and help you reach your goals. ”