Services
RIDGETOP SERVICES
At Ridgetop, we value partnership, establishing a relationship of trust with our clients as we take responsibility for some of the most personal aspects of their lives.
Our approach is simple: we discuss what you want to achieve, then curate a solution comprising the appropriate services to make it a reality.
Investing
We manage our clients’ investments on several local and offshore platforms, incorporating unit trusts, ETFs, and direct shares from around the world. Investment portfolios are managed in line with our rigorous Investment Process.
Fiduciary Services
We specialise in several fiduciary services, including the drafting of wills and the administration of deceased estates, will trusts and family trusts.
In addition to these fiduciary services, we offer personal secretarial services, including:
- Paying monthly income, levies, insurance premiums, medical aid contributions, utilities and other expenses
- Day-to-day banking
- Preparation and submission of income tax returns
- Detailed annual statements
Estate Planning
The preparation of a comprehensive estate plan which includes the drafting of wills, estate duty calculations, ensuring sufficient liquidity on death and capital gains tax considerations.
Retirement Planning
We can prepare a comprehensive retirement plan, taking into account desired income and capital at the time of retirement, with recommendations on how this is achieved.
Retirement products include retirement annuities, preservation provident / pension funds.
Medical Aid & GAP Cover
Our experienced team of medical scheme representatives present a broad range of medical aid and GAP cover options, to ensure the best plan for your personal needs.
