About Us

Financial Essence (PTY)LTD is built on the background that we are partners in your business. We aim to ensure that your business always remains complaint with all legislative requirements whilst ensuring that we are there to support your business. We assist small business with business management guidance and financial reporting that enables informed decision making.

For individuals we help you manage any aspect that forms part of the essence of your financial matters, enabling you to make informed and educated decisions about money.

 

We are owner managed since 2013 and offer a wide range of business support services such as bookkeeping, accounting, tax and consulting. Together our team has 25 years in tax, accounting and financial planning experience. 

We believe in professionalism and therefore our director, Barbara Mundell, BAP(SA)™ CFP® is a professional member of both the South African Institute of Business Accountants (SAIBA) and the Financial Planning Institute of Southern Africa (FPI).

Professional bodies have a code of ethics that members abide by. Furthermore, Continuous Professional Development (CPD) ensures that the knowledge, skills and abilities of a professional to ensure that the advice we provide is current and accurate. 

 

 

 

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