financial advisory services
what we do
Our Financial Advisory division provide Accounting, Tax, Auditing and Corporate Management services to a range of clients with different needs. We believe in empowering our business partners with our Finance knowledge. 
We are committed to the high ethical standards of our profession; our business therefore extends beyond providing technical assistance to looking at the broader business of our client to develop a tailor-made product that suits our clients in developing their businesses. Your business is our business

Why is your business making large “Turnover” that does not “Turnover” into “Profit” or it turns-over into profit but NOT “Cash Flow”?

We believe in empowering our business partners with our Finance knowledge. We set out to achieve this by
Tax Planning

Providing tax effective strategies to maximise your wealth


Developing pathways to help Business grow


Analyse and eliminate profit leakage from your business.

Cash Flow

Develop and implement the Cashflow strategy most suitable to your business.

Call us today to learn first-hand how we can help

Naturally, your business won’t have all of the leaks. If you’re in business and paying the bills, then clearly, you’re doing a lot right already. 

But, I’m willing to bet that one or two of these struck a chord. And, even those that are not high on your list to address might benefit from a little tweak here and there and could have a healthy effect on your bottom line.

what we can do for you
Accounting and Reporting

- Full Financial Management

- Accounting System Design and Training

- Budgeting and Cash Forecasting

- Implementation of Accounting Standards

- Internal Control Design and Assessment

- Year-End Closing Assistance

- Compiled Financial Statements

- Annual Report of Financial Transactions

- Specialized Board and Management Reports

wealth advisory

- Financial modeling

- Revenue enhancement

- Expense leakages detection

- Due diligence

- Purchase and sale of businesses

- In-house insurance fund creation

- Cashflow restructuring and management


- Independent Special non-audits Assurance

- Specialized Reviews

- Compilation engagements

Public Sector Consulting

- Assisting to clear audit issues

- Assist in preparation for audits

- Implementing internal and external audit recommendations

- Turnaround strategies

- Regulatory compliance reviews

- Asset register clean up

- Policy and procedural manual development

- Organisational assessment and reorganization

Taxation Advisory

- Assistance with compliance

- Completing and submitting statutory tax returns for company and individuals

- Tax directives; Salary structuring

- Assistance with preparation for tax audits

- Assist on all SARS related matters

- Review annual Pay as You Earn (PAYE) returns

- Computing and advising on year end corporate taxes

internal audit

- Public Finance Management Act compliance

- Treasury Regulations compliance

- Supply chain management

- Performance auditing

- Other governance requirements

- Quality Assurance Reviews

book keeping

- Record keeping

- Monthly reconciliation

- Preparation of financial statements

- Monthly Payroll processing

- Fixed assets register maintenance

Public Sector Consulting

- Performing skills assessment

- Policy development

- Supply chain review

- Supply chain out sourcing

- Procurement management and oversight

- General Controls Reviews

- Providing training in asset management

- Structured financial management reporting for South African Schools 

We work together with clients to provide hands-on solutions to help solve day to day business challenges

You're in Good Company
service charges

Our fees are computed on the basis of estimated time to be spent by the engagement team and on the level of skills and competencies required.

The proposed fees are competitive but realistic, designed to ensure that there is no compromise in either the quality of service to the client

Where fee expectations are different, we will be happy to work with you in identifying a mutually acceptable way of meeting them.

At DRM Wealth we offer you a retainer agreement from which you can outline the services you desire. You can take advantage of either our hourly rate or our monthly fixed rate. Services can be increased or decreased at any given time