Our highly qualified staff are committed to giving you personalised service and individual attention.
We look at your existing circumstances; understand your goals; strategically plan your future investment and financial future with you; taking tax and estate planning into account to optimise your wealth creation.
TDF strives to give caring, committed and personalised service to all their clients, many of whom have been loyal clients since the day it opened its doors. With its highly qualified staff, vast experience, speedy and friendly service and correct advice, all clients' interests are nurtured with the utmost care.
John is a qualified Chartered Accountant and a member of the Chartered Institute of Management Accounting (CIMA) and the South African Institute of Chartered Accountants (SAICA). He has been actively involved in the financial services industry for many years achieving Top Twenty producer at Liberty Life for eight years. John specialises in succession planning; structuring of Trusts locally and offshore; tax and estate planning. He also enjoys putting strategic business plans in place and creating wealth for his clients. John owns and runs one of the most successful Limousin cattle stud farms in the country and won the Breedplan Stud Breeder of the year in 2006.
After qualifying as a teacher in her younger years, Tracey moved on to complete a law degree at Wits and finally migrated to the investment field. Tracey's numerous achievements include a nomination for Business Woman of the Year in 1998, winner of the Lebone Corporate Woman of the year in 1999 and member of the Million Dollar Round Table's (MDRT) Top of the Table (TOT) for 18 consecutive years. She has also served as a board member and chairperson of LUASA as well as an Executive Committee Member of TOT for 2 years. Tracey is currently serving on the MDRT Programme Committee.
Call Us
011 485 1498
Location
3 Linksfield Drive, Linksfield ridge
Business Hours
Mon – Fri …… 10 am – 8 pm, Sat, Sun ....… Closed