AUGUST GROUP

5.0

Gordon's Bay Road
Strand, Western Cape 7140

Our Booking PolicyWelcome to August Group! We're delighted to assist you. Book your online or in-person appointment at least 6 hours ahead and kindly give 4 hours' notice if you need to cancel or reschedule. We look forward to meeting and assisting you!

Services

Introductory Call / Meeting

30 mins

What to Expect in Your Discovery Call
Your Discovery Call is an initial conversation designed to help us understand your financial situation and goals, while giving you the opportunity to learn about how we work.
During this 30-45 minute discussion, we'll explore:

Your current financial circumstances and any immediate concerns
Your short and long-term financial goals (retirement, education, wealth building, etc.)
Your comfort level with risk and investment preferences
Any existing financial plans, investments, or insurance policies
Questions you have about financial planning and our services

This is a no-pressure, no-obligation conversation. Our goal is simply to determine whether we're a good fit to work together and how we might help you achieve your financial objectives.
You'll leave the call with a clear understanding of potential next steps, and we'll have the information needed to create a tailored approach for your unique situation.
What to bring: Any questions you have, and if possible, a general sense of your current assets, liabilities, and income.

Wealth & Financial Planning

45 mins

As seasoned professionals in Wealth Management, we excel in guiding Clients towards achieving their financial aspirations through meticulous planning and tailored advice. Wealth Creation entails constructing assets and investments that not only yield income but also appreciate over time, while Wealth Protection involves implementing risk management strategies and insurance products to safeguard those assets. By collaborating with us, we can devise a comprehensive strategy that not only amplifies your wealth but also secures it for future generations. Don't wait any longer - schedule an appointment today to seize control of your financial destiny!

Exciting Services Offered:
- Diverse Investments (Short-term & Long-term), both Local & Offshore
- Life Risk coverage (underwritten, non-underwritten, and funeral)
- Personal & Commercial/Business Short-term Insurance
- Health schemes/Medical Aid (including gap cover)
- Employee Benefits & Group Schemes
- Fiduciary services (Wills, Trusts, & Estate Planning)
- Corporate Consulting (Business Funding, Retirement Funds, Investment, Employee Benefits)

Let's embark on this thrilling journey towards financial success together!

Brand ID & Tech Services

45 mins

Welcome to our exceptional Brand ID & Technology Services, backed by over 18 years of industry expertise! Our team is filled with knowledgeable and experienced professionals who are dedicated to providing top-notch solutions tailored to your specific needs. From creating captivating brand identities to implementing cutting-edge technology services, we take pride in exceeding expectations and driving success for our clients. With a proven track record of delivering results, we are prepared to tackle any challenge that comes our way. Trust us to bring your visions to life and propel your business forward with our comprehensive range of services. Join us on this thrilling journey towards innovation and growth!

Our services include:
- Business Registrations (TAX Clearance, BEE, Bank Acc, etc)
- Brand ID (Logo & Website Design, Corporate Gifts & Apparel, etc)
- Technology Services (Internet & Telecom services, IT services, etc)

Get ready to embark on an exciting adventure with us as we work together to achieve your goals and take your business to new heights!

Portfolio Review (Existing Clients ONLY)

45 mins

A client portfolio review is like giving your financial situation a check-up! It's the perfect opportunity to sit down with your financial advisor and take a deep dive into all of your investments, assets, and goals to see how everything is performing. They'll analyze how well your investments are doing, if they're meeting your objectives, and if any adjustments need to be made moving forward.

Think of it as taking your car in for a tune-up - you want to ensure everything is running smoothly and efficiently. Plus, it's a fantastic chance to discuss any changes in your life or financial situation that might impact your portfolio.

Overall, a client portfolio review is an exciting way to stay on top of things and ensure you're on track for reaching your financial goals. Don't miss out on this opportunity to fine-tune your financial strategy and set yourself up for success!

CONSULTANT

About

We partner with individuals & businesses to drive growth through three core capabilities: strategic wealth management, innovative technology solutions & distinctive brand development. We help clients optimize their financial operations, modernize their technical infrastructure & craft compelling market positions that resonate with their target audiences. Our approach ensures that these essential business functions work in harmony to maximize your competitive advantage & long-term success.

+27 21 300 6480

enquiries@augustgroup.co.za

https://www.augustgroup.co.za

Good to know

Booking policy

Corporate Gifts & Branding

Social media

Reviews

29 reviews

Frans Bulwani
·
Good conversation, looking forward to working together.
Lungelo Buthelezi
·
Had a very engaging discussion with the principal.
Phiwe
·
Quiet an honour to be given an opportunity to work with people that values innovation, loyalty, diversity and hardwork.
Keenan Davy
·
Excellent service, very supportive structure
Evans Mathebula
·
it was not just an interview, but a business meeting, informative and social as well.

I loved it
Cynthia
·
Excited