We sit on your side of the table and read the numbers with you — not at you. Advice you can actually act on, written the way we'd explain it over coffee.
Buffalo City harbour at first light — where most of our clients' businesses ship, trade and grow.
What we actually do
Hands over the year's statements, Quigney office.
Before any advice, we map where the money comes from and where it goes — personal and business alike. Most people have never seen it all on one page. That first map usually changes the conversation entirely.
1 pageyour whole position, laid out plainly
A provisional-tax working sheet, marked up by hand.
SARS deadlines, provisional tax, VAT thresholds, the small print of a lease — we take what feels like a foreign language and give you the version that fits on a sticky note. You keep the reminders; we keep the detail.
18 yrsadvising owners across Buffalo City
Coastal light through the office window, late afternoon.
A plan that lives in a PDF helps no one. We check in each quarter, adjust when life or the rand moves, and hold you to the small habits that quietly compound. Advice is only worth what you do with it.
4 / yrscheduled reviews on every retainer
From the notebook
Short, dated entries on the questions clients ask us most often. Plain language, no jargon tax.
Most small firms have one predictable dip in the calendar. We show you how to find yours in ten minutes of bank statements, then how to fund it before it bites.
A calm walk through the two payment dates, how to estimate honestly, and what actually happens if your guess is off. Deadlines are only frightening when you meet them late.
We break down the tax deduction, the fees you should question, and the honest trade-off between locking money away and keeping it flexible.
People don't come to us because they can't do maths. They come because no one ever sat with them and made the numbers feel like theirs. That's the whole job.
Thandeka Mbeki
Founder & Lead Advisor, Vorenta
Take one with you
The reference sheets we hand our own clients. Free to download, no strings — though we're glad to walk you through any of them.
A simple monthly grid for small firms — income in, fixed costs, the dip to plan for. Print it and fill it by hand; it works better that way.
Both IRP6 dates for the year, plus a plain checklist of what to gather before each one. Stick it on the wall.
The registrations, accounts and buffers we tell every new owner to sort in month one, in the order that saves the most trouble.
A no-shame template for families getting a grip on the month. Fixed, flexible, and the small leaks that add up.
How the work happens
No obligation to go further than step one. Most people find that first hour already worth it.
An hour, in person in Quigney or by call. You tell us what's keeping you up at night; we listen and ask the questions that matter. No forms, no sales pitch.
You send through what you have — statements, returns, whatever exists. We build the single-page picture and mark the three things worth doing first.
We walk you through it line by line until it's genuinely yours, not ours. Costs are fixed and stated up front — no surprises on the invoice.
Quarterly reviews keep the plan honest as things change. You'll always know your next step and when it's due.
Start here
The first conversation costs nothing and commits you to nothing. We'll reply within one business day — a real person, not an autoresponder. Whatever the question, there are no daft ones here.
