Strategic wealth structuring, tax planning and legal advice exclusively for the affluent

Strategic wealth structuring, tax planning and legal advice
exclusively for the affluent

Your life is the sum total of your financial decisions to date, secure your legacy by making superior strategic decisions today.
Fact: Everybody wants to leave a lasting legacy. Myth: Everybody will plan for this lasting legacy…
Don’t leave your legacy to chance!! Secure your legacy today and truly impact your present and future generations.

Testimonials

  • “Look at you, you’re like a young JT Foxx, you are going to be super successful man!!”
    JT Foxx, World’s #1 Wealth Coach

    [ view many more ]

  • “Izak explains complex matters with such simplicity and his solutions are unique!! In my hectic schedule, all I had to do was to sign a few documents and everything was in place – for once I have clarity and peace of mind, knowing my finances are in his hands. He is always available and he follows up on a regular basis in order to make the necessary adjustments.”
    Hannele Steyn, ex-professional mountain biker

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  • “Izak enabled me to secure my legacy and maximise my investments in order to achieve my targets set for retirement. This was no mean feat as I have avoided doing this – particularly drawing up my will – for many years and I am so grateful for Izak, as the peace of mind and sense of relief I have experienced ever since, has been priceless. The practical advice and assistance Izak provided in terms of de-mystifying risk cover, medical aid and financing my vehicle has been invaluable. My investment performance have been excellent and I attribute this largely to Izak’s guidance and expertise. I sincerely mean each and every word!!”
    Serelda Price, ‎Raizcorp

    [ view many more ]

  • “Everybody’s situation is different and accordingly Izak took the time to really understand my needs. I have no doubt that I was offered the best advice and products for my specific situation. All my concerns regarding tax and trusts were thoroughly addressed by him. He was also very patient with all my questions and explained the technical concepts in detail and plain language. It is a major advantage if you can trust your adviser to act independently on your behalf, and not just for their own benefit. Thank you very much for service excellence Izak.”
    Dougie Hellmuth, Hellmuth Chartered Accountants

    [ view many more ]

  • “I’ve known and worked with Izak for the past couple of years. The simplicity, clarity and quality of ideas he provides, has always given me confidence in his abilities. He provides a fantastic service and I wouldn’t hesitate in recommending him to anyone!!”
    Chemus Taljaard, Grayston Elliot Tax Adivsory

    [ view many more ]

  • “Izak Strauss embodies excellence!! His dedication, transparency, attention to detail and personal approach guides me towards my goals. He really adds massive value.”
    Dr. Jolene Ralph

    [ view many more ]

  • [ view many more ]

Section 3 – Strategic wealth structuring

Your financial wellbeing is not exclusively dependent on how much money you have, but on how well you integrate money in all areas of your life – you need to build a bridge between having money and having a life!

What sets us apart?

What sets us apart?

As we are an authority on private wealth, ALL your wealth needs can now be addressed at once. No longer do you have to find and consult individually with an accountant, attorney, tax consultant, financial planner and business coach regarding your legacy. This will not only save you valuable time and effort but also ensure that no information is neglected or lost in translation whilst hopping between so many individual service providers.

Service Offering

We follow a savvy, sophisticated, yet simple approach that provides rock solid financial security by earning higher investment yields, protecting your assets, reducing your taxes and the ability to pass it all on autonomously with an airtight estate plan.

 

Asset-Management_03

Asset Management

Understanding your life goals and Lifestyle to ensure the best returns

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Tax Planning

Tax-Planning

Be as tax efficient as possible and obtain the highest investment yields

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Cash Flow Planning

Cash Flow Planning

Optimising your finances to increase your cash flow and receive income in a tax-efficient manner

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Estate Planning

Estate Planning

Developing an airtight estate plan

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Wealth Structuring and Legacy Planning

Wealth Structuring and Legacy Planning

Optimal structuring ensuring asset protection and avoiding unnecessary taxes

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Risk Management

Risk Management

Individualised full spectrum risk assessment

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Financial Modelling

Financial Modelling

Financial Modelling to last beyond your life expectancy

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Legal: Trusts, Wills & Fiduciary Services

Legal: Trusts, Wills & Fiduciary Services

Creating an optimised legacy today for tomorrow's future

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profile-izak

Izak Strauss
Attorney & Private Wealth Strategist

"Wealth is my passion and my purpose is to share my knowledge with others in order to advance themselves and prosper in life.

I want to enable you to design your life in order to maximise your personal and wealth potential – broaden your perspective and find alternative ways of thought, that weave subjectivity and objectivity together into a healthy, abundant way of living. I want you to live an extraordinary life and in transcending from good to great, leave a lasting legacy.

I am an attorney and private wealth strategist and therefore an authority on private wealth. I believe that success breeds complacency, complacency breeds failure and that only the paranoid survive. Therefore I am continually searching for ways to enhance the lives and financial wellbeing of my clients."

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Latest News

  • Perkolate February 2017

    “My passion is wealth in a greater sense but also advancing the lives of people and enabling them to prosper,” says attorney and private wealth strategist Izak Strauss. Read the […]

  • Foschini Club Magazine January 2017

    “If you haven’t done it yet, this year is definitely the year to start living in congruence with the person you WANT to be,” says attorney and private wealth strategist […]

  • Jet Club Magazine November 2016

    “Plan in advance in order to withstand the urge to splurge,” says attorney and private wealth strategist Izak Strauss. Read the full article here.

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