Frequently Asked Questions
Ask Us What you want to know from us
We understand that fiduciary, tax, and estate matters can feel complex. Below are answers to common questions to help you understand our services, processes, and approach.
What does Wealth Architect do?
Wealth Architect is a South African fiduciary, tax advisory, and financial education practice. We assist individuals, families, and organisations with trust administration, wills drafting, deceased estate administration, tax compliance, and financial literacy training.
Are your services compliant with South African law?
Yes. All our services are delivered in strict accordance with applicable South African legislation, including fiduciary governance standards and SARS tax compliance requirements.
Do you provide independent fiduciary advice?
Yes. Wealth Architect operates independently and ethically, providing objective fiduciary advice focused solely on client and beneficiary interests.
What is a trust and when should I consider one?
A trust is a legal structure used to protect and manage assets for beneficiaries. Trusts are commonly used for estate planning, asset protection, and succession planning, especially where long-term preservation is required.
Do you administer existing trusts?
Yes. We provide ongoing trust administration, compliance oversight, record-keeping, and governance support for both inter vivos and testamentary trusts.
Can you assist with deceased estate administration?
Yes. We offer professional, transparent, and compliant administration of deceased estates, supporting executors and beneficiaries throughout the process.
Do you offer financial literacy training?
Yes. We deliver practical financial education programmes for individuals, schools, and corporate organisations, covering budgeting, debt management, and investment fundamentals.
How do I book a consultation?
You can book a confidential consultation via our online booking system or by contacting us directly.
