WHO WE ARE
At The Legasus Group, we are committed to helping you achieve your financial goals with confidence and clarity. As a registered financial service provider, we specialize in providing personalized financial solutions tailored to your unique needs.
OUR
MISSION
Our mission is simple: to empower our clients to make informed financial decisions and build a secure future. Whether you’re planning for retirement, saving for your children’s education, or growing your wealth, we’re here to guide you every step of the way.
EXPERTISE YOU CAN TRUST
With years of experience in the financial industry, our team of experts brings a wealth of knowledge and expertise to the table. We stay ahead of the curve, keeping up with the latest market trends and strategies to ensure that you receive the best possible advice and solutions.
CLIENT-CENTERED
APPROACH
At The Legasus Group, we believe in building strong, lasting relationships with our clients. We take the time to understand your financial objectives, risk tolerance, and preferences, so we can develop a customized plan that aligns with your goals.
COMMITMENT TO INTEGRITY
Integrity is at the core of everything we do. We adhere to the highest ethical standards and always put our clients’ interests first. You can trust that we will provide transparent and honest advice that is in your best interest.
“Your story is the greatest legacy that you will leave to your friends. It’s the longest-lasting legacy you will leave to your heirs.”
-Steve Saint
OUR SERVICES
SHORT-TERM INSURANCE
Protect what matters most with our comprehensive personal insurance solutions. At The Legasus Group (Pty) Ltd, we offer tailored policies to safeguard your home, vehicle, health, business and more. Enjoy peace of mind knowing you’re covered by a trusted provider committed to your financial security. Explore our customizable options today and find the perfect fit for your unique needs. Secure your future with confidence – because you deserve the best.
MEDICAL AID
Our financial advisors specializing in medical aid are here to simplify your healthcare planning. With their extensive expertise and personalized approach, they help you select the optimal medical aid plan tailored to your health requirements and financial situation. Whether you’re seeking comprehensive coverage or specific benefits, our advisors provide clear, unbiased guidance to ensure you and your loved ones receive the best possible care. Trust us to support your health and financial well-being with professional, compassionate service.
WEALTH MANAGEMENT
Our wealth management services offer personalized investment strategies, comprehensive financial planning, and proactive risk management to help you grow and protect your assets. We optimize tax efficiency and ensure your legacy with tailored estate and retirement planning. Trust our expert advisors to guide you towards a secure and prosperous financial future.
EMPLOYEE BENEFITS
Enhance your workplace with our comprehensive employee benefits solutions. We tailor packages that prioritize your team’s well-being and financial security, ensuring they thrive both personally and professionally. Trust our expert advisors to design and manage benefits that support a happy, motivated workforce for the long term.
FOREIGN INVESTMENT TAX CLEARANCE AND CURRENCY TRANSFERS
Partnered with Currency Partners financial institutions, we specialize in foreign tax clearance and currency transfer services. South Africans can transfer up to R1 million annually abroad without needing a tax clearance. For amounts exceeding this, a Foreign Investment Tax Clearance from SARS is required. Our expert team manages the application process for your convenience
COMPANY SECRETARIAL SERVICES
At The Legasus Group, we provide comprehensive company secretarial services tailored to meet the administrative needs of your business. Our range of services includes:
- Company Registrations: Efficient and compliant registration of new companies.
- Acquisition of Shares by the Company: Facilitating the process of acquiring shares to support your company’s growth strategy.
- Changing the Financial Year-End of the Company: Ensuring smooth transitions and compliance with regulatory requirements.
- Appointing/Resigning the Auditor of the Company: Managing changes in auditing personnel to maintain financial transparency.
- Changes in Registered Office & Postal Address: Updating company details accurately and promptly.
- Deregistration of Companies: Handling the process of company deregistration efficiently and in accordance with legal requirements.
- Trust Registrations: Expert management of trust registration processes, ensuring compliance with regulatory standards.
- Administrative Changes to Trusts: Facilitating administrative updates to trusts to reflect changing circumstances.
- Appointment/Resignation of Directors, Public Officers, Company Secretaries, etc.: Managing changes in key personnel effectively.
- Submission of CIPC Annual Returns: Ensuring timely submission of annual returns to the Companies and Intellectual Property Commission (CIPC).
- Restoration of Deregistered Entities: Assisting with the restoration process for entities that have been deregistered.
- Department of Labour and SARS: Handling administrative requirements with the Department of Labour and ensuring compliance with tax regulations enforced by the South African Revenue Service (SARS).
Count on us to provide efficient, reliable, and compliant company secretarial services that support the smooth operation and growth of your business.
TAXATION
At The Legasus Group, we offer tailored tax planning services designed to meet the unique needs of individuals, companies, and trusts. Whether you’re a salary earner, consultant, business owner, or managing a trust, we provide comprehensive assistance across various tax types. Our expertise extends to optimizing tax efficiency and ensuring compliance for clients working or residing abroad. Trust us to navigate the complexities of taxation with precision and personalized attention, helping you achieve financial clarity and peace of mind.
LIFE INSURANCE/RISK/FUNERAL
Our dedicated financial advisors specialize in life insurance, risk management, and funeral planning, offering you expert guidance every step of the way. With deep industry knowledge and a compassionate approach, they help you navigate life’s uncertainties, ensuring you and your loved ones are protected. Trust our advisors to tailor solutions that provide peace of mind and secure your financial future. At The Legasus Group (Pty) Ltd, we’re here to support you in making informed decisions with confidence and care.
INVESTMENTS
Our investment services team is dedicated to helping you achieve your financial goals with personalized strategies and expert advice. Our experienced financial advisers work closely with you to understand your unique needs and risk tolerance, crafting tailored investment plans designed for growth and stability. Whether you’re planning for retirement, saving for education, or looking to diversify your portfolio, trust our advisers to provide the insights and support you need to make informed decisions and secure your financial future.
ESTATE PLANNING, WILLS, AND TRUSTS
Our estate planning services are crafted with your family’s future in mind. We create personalized wills and trusts that honor your values and protect your loved ones, ensuring a secure and lasting legacy. Trust our dedicated advisors to guide you through this process, providing peace of mind knowing your family is well taken care of for years to come.
STOCKBROKING
Empower your investment journey with our professional stockbroking services. We provide personalized strategies that align with your financial goals, helping you navigate the complexities of the market with confidence. Trust our experienced brokers to guide you toward financial success, ensuring your investments grow securely over time.
ADMINISTRATION OF DECEASED ESTATES AND WILLS
At The Legasus Group, we offer comprehensive services for the administration of deceased estates and wills. Our expertise includes the meticulous drafting and amendment of wills to reflect your exact wishes and ensure clarity for your loved ones. We manage assets within estates with care and efficiency, ensuring legal compliance throughout the distribution process. Our team is dedicated to guiding you through the complexities of estate administration, providing support and peace of mind during what can be a challenging time. Additionally, we conduct thorough audits of trust deeds, offer professional trusteeship for effective trust management, facilitate trust amendments as required, and manage the registration of both inter-vivos and testamentary trusts. Trust us to handle your estate planning and trust administration needs with integrity and expertise.
BUSINESS ADVISORY
At The Legasus Group, we offer expert business advisory services aimed at guiding you through key financial and strategic decisions. Our advisory services cover a wide range of areas to support your business growth and financial health, including:
- Accounting: Providing insightful accounting advice and services to ensure financial transparency and compliance.
- Banking and Financing: Assisting with banking relationships and securing financing options tailored to your business needs.
- Budgeting | Cash Flow | Return-to-Profit: Developing effective budgeting strategies, managing cash flow, and implementing plans to achieve profitability.
- Estate Planning: Offering comprehensive estate planning advice to protect your assets and secure your legacy.
- General Advisory: Providing strategic guidance across various aspects of business operations and management.
- Taxation: Advising on tax strategies and compliance to optimize tax efficiency and mitigate risks.
Trust our experienced advisors to provide practical and strategic advice that enhances your business performance and financial well-being. Whether you need support in accounting practices, financial planning, or strategic decision-making, we are here to help you navigate challenges and capitalize on opportunities for growth.
ACCOUNTING & BOOKKEEPING
At The Legasus Group, we provide comprehensive accounting and bookkeeping services tailored to meet the needs of businesses and trusts. Our services include:
- Annual Financial Statements: Preparation of financial statements for Companies, Close Corporations, and Trusts to meet regulatory requirements.
- Backlog Accounting: Bringing your accounts up to date efficiently and accurately.
- Cashflow Projections: Forecasting future cash flows to support financial planning and decision-making.
- Customers and Suppliers Management: Efficient management of customer and supplier accounts to optimize cash flow.
- Payroll Function: Handling payroll processing to ensure accurate and timely payments.
- Monthly Bookkeeping and Management Accounts: Regular maintenance of financial records and preparation of management accounts for informed decision-making.
- Audit Preparation: Assisting in the preparation for audits to ensure compliance and transparency.
- Budgeting: Developing budgets to allocate resources effectively and achieve financial goals.
- Costing: Analyzing costs to optimize profitability and efficiency.
- Trial Balance Reviews: Reviewing trial balances to ensure accuracy and compliance with accounting standards.
Our professional team works closely with various institutions to ensure all accounting requirements are met with precision and efficiency. Trust us to handle your accounting needs, providing reliable support to help your business thrive.
MEET OUR DIRECTORS
Werner Wolmarans
Director
Group Accountant
Johan Conradie
Director
KI
Justin Duffield
Director
Business Accountant (BAP)SA
Tax Practitioner (TP)
Fiduciary & Trusts Specialist
MEET OUR ADVISORS
Jaun van der Merwe
Since 2016, Jaun has dedicated himself to refining the role of an insurance advisor, with a vision of ensuring every client feels as if they are his only client. Insurance is much more than a job to him. With expertise in both personal and commercial insurance, Jaun is always eager to assist, answer your questions, and be there when you need him the most. Together, we can change the way you see insurance, making it not just a necessity but a source of peace and support.
Otto Lessing
Otto is a passionate, results driven financial advisor with a strong foundation in law and entrepreneurial experience. He is skilled in developing tailored financial
solutions, guiding investment strategies and navigating complex financial and legal landscape. Otto is known for building lasting client relationships through trust and transparency and has a proven ability to deliver strategic insights that drive long-term financial security.
Brett May
With over three decades of experience as an independent financial advisor, Brett has been providing expert guidance since 1988. Specialising in estate and retirement planning, Brett is well-versed in both local and offshore investments. His expertise extends to business assurance, ensuring clients receive comprehensive financial solutions tailored to their unique needs. Brett’s dedication to excellence and his deep understanding of financial markets makes him a trusted advisor in all things finance.
GET STARTED TODAY
Ready to take control of your financial future? Let us help you chart a course towards financial success and peace of mind. Contact The Legasus Group today.


