Bespoke Wealth Management Solutions

Bespoke Wealth Management Solutions

Bespoke Investment Portfolios

Given our independence and research capabilities, we can tailor a client-specific solution on the basis of asset allocation and fund selection.

We apply our house investment strategy, utilise existing fund knowledge and conduct new fund due diligences as required. All portfolios are constructed to meet the individual client’s time period, risk appetite and return objectives.

All portfolios are actively managed and reviewed every month. Any proposed changes are communicated to clients prior to implementation (limited mandate) or as allowed by a full discretionary mandate.

We understand that our clients have different requirements and tailor solutions to meet these needs.

Skyblue Tax Services

  1. Skyblue TAX SERVICES has been established as an additional service offering to our clients. Arno Smit and Lynette Prinsloo have the necessary skills and licences to enable us to add this to our proposition – and it is one we believe can benefit both our partners and clients.
  2. Skyblue TAX SERVICES focuses on the management of our clients' tax portfolios, in respect of compiling and submitting returns, filing objections with the South African Revenue Services where applicable, storing documents for the period required by the South African Revenue Services (5 years), and any other service required to keep our clients' taxes in check and up to date.

Skyblue TAX SERVICES also handles the completion of previous outstanding and current returns, completion of provisional tax returns, applications for tax directives and tax clearance certificates, auditing of assessments, and processing of objections.