Medium clients are mostly in manufacturing, agriculture or retail sectors. The type of business where shareholders are not normally involved in the day to day running of the business themselves, but employ management to do so.
The typical owner-managed or family owned business; be that a farming operation, professional practice or one or other tourism operation.
These clients range from the young to retired. Whether self-employed, working for a salary, or running a business across a wide range of industries and trades.
At BVSA George, we try our best to employ, train and retain the best staff possible. Our employees include qualified chartered accountants, university graduates and many of them with years of experience in the industry. We are an equal opportunity employer and do not hesitate to employ people from all walks of life, if they meet our requirements for ability, ambition, and integrity. Our staff members have both the academic qualifications as well as the experience to properly do the job they are hired for.
The agricultural activities in the geographical area in which we operate cannot be underestimated. A lot of our clients have ties with farming and agricultural related operations. Most of these enterprises deliver products or services to farmers.
South Africa is well known for its farming operations; be that fruit, wine, wheat, barley, canola, dairy, cattle, sheep or ostrich farming. We like to think that we have excellent knowledge within the BVSA Group to advise clients involved in farming.
We service a lot of churches, schools and other non-profit organisations, normally at a special discounted rate. In many instances, our staff members are actively involved with the management and giving advice to these organisations free of charge and in their private time. We see this as playing our part in community service.
The importance of tourism in the areas we operate in, is on the increase. We know the impact the industry is already having, and will have, in future. We are therefore focused on servicing our clients involved in tourism, whether that be game lodges, guest houses, hotels, restaurants or travel agents and many more.
The manufacturing industry will always be a key economic activity in any area. Normally they're the big job creators, many times within the unskilled labour market. Our clients vary from small owner-managed operations to big factories.
Covering a wide range of clients involved in the retail market, all varying in product and service. In the process, we also service clients with well-known brand names across the retail sector.
Architects, doctors, dentists, lawyers, physiotherapists and vets varying from one man to incorporated practices are all part of our client base.
Ensuring your family's financial security after you pass is a top priority for most of us. It is important to ensure that you are paying the correct amount for the type and amount of cover you need.
Life- and disability cover and protecting your income is becoming trickier due to advancement in medical technology, more illnesses and viruses etc. This leads to clauses, addendums and terms and conditions in your policy. The worst possible situation you can be in is to find out that the policy won't pay out because there was an exclusion of some or other kind.
Avoid this by speaking to our team of advisors at BVSA George. We specialize in these kinds of policies. Not only will we ensure that your loved ones are well looked after, we can also assist with liquidity in an estate, securing of finance and above all assure that you have peace of mind.
BVSA professionals are fully equipped to manage a client's total portfolio and advise on the necessary adjustments to ensure long term and sustainable growth in wealth.
We can assist with:
BVSA George places great emphasis on the financial well-being of his individual clients. We believe in proper planning and creating the right structures to maximize wealth creation.
To achieve the above, we do estate planning and draw up wills, or assist in doing so. If so required by the client, we will act as executor in the estate.
We will also assist with the setting up of a trust and the administration thereof, including correspondence with the Masters office. If a client asks us to, we will act as an independent trustee.
We all know the trauma and emotional stress that comes with sickness or needing an operation. Make sure that you don't add financial stress to the situation.
BVSA Heidelberg help clients to be well informed on what they are covered for. Our department are extremely efficient in claims processing, getting hospital clearance and ensuring that you and your family receive the best service.
Insurance is something most people grudge paying for. At BVSA we look after our clients’ insurance, ensuring that claims get paid efficiently and that the client was covered correctly in the first place avoiding any disappointments or delays. Life is short and time is precious, make sure that somebody else does this kind of work for you.
Ensuring that an estate pays minimum estate duty tax and will have enough cash to be able to pay all beneficiaries and creditors is very important. We assist with effective and efficient planning so that the estate duty payable can be minimized and the loved ones that our client leave behind can be well looked after.
Our BVSA team are familiar with the property market, current rental rates, areas that are performing well etc. We ensure a return on investment is realised for the property owner.
We assist companies to setup a pension fund for employees that include life, disability and education cover.
T +27 44 802 5700
F +27 44 802 5717
48 York Street
PO Box 2570