If you think planning your Estate is expensive, you should see what happens when things go wrong. Business litigation, divorces, taxes and associated fees and costs can mean the cost of doing things efficiently pales compared to the potential losses. And remember, it’s not just the financial cost. The emotional and psychological impact on your family could be even more devastating.
Some people don’t know what they want, or what’s even possible. Those that do, frequently take steps that seem right, but have to redo their plan later on at great cost. It’s important to map the plan correctly from the outset.
The problem with most professional advice is that it is given in isolation. It’s not that those professionals are not knowledgeable. They are knowledgeable, work in silos, and they just do NOT think or work ‘collaboratively.
We understand the profound effort you’re pouring into building your business and personal wealth. Your hard work is creating not just financial success, but also a legacy for future generations.
The start is where you are now. It doesn’t matter whether you’re brand new to Estate planning and protecting your assets, or a seasoned veteran. Things can change quickly. People often come to us late in the process, when we tell them things could have been done more efficiently and cost effectively if they had spoken to us sooner.
We understand the profound effort you’re pouring into building your business and personal wealth. Your hard work is creating not just financial success, but also a legacy for future generations.
Caroline Thupana has worked in financial services for 11 years and has found her niche with DYNAMIC
With an Advanced Diploma in Accounting Science from UNISA, and an Advanced Diploma in Trust and Estate Administration from UFS, she is a specialist tax, trust and Estate practitioner, with a passion to help families to organise and manage the complexities of their Estates. Caroline recently completed her STEP Diploma which is recognised internationally. Caroline is a critical thinker, with an obsession for detail that regularly involves double (and sometimes triple) checking that everything is optimal and correct. Her motto is “In God we trust. Everything else is audited.”
Caroline is married with three young children.
Lynn has more than 30 years’ experience in finance and has become a stalwart in the Administration of DYNAMIC. Lynn has been with DYNAMIC for almost 14 years endeared herself to clients because of her cheerfulness, enthusiasm and bright outlook to life in general. Lynn’s exposure to Trusts, Estate Planning, Wills and Life Assurance has ensured that entrepreneurs and their family’s interests have been attended to with minimal fuss. Her attention to detail, resilience and “never say die” approach to the administration of the DYNAMIC office has increased her value to the team and clients.
An important character trait of Lynn is that she completes what she and the team start and see to it that client’s instructions are completed accurately.
Theo started as an Independent Financial Adviser with a brokerage in 1995. A year later he established DYNAMIC. His mission was to coordinate the different components of financial planning for entrepreneurs and businessmen & women. He has empowered clients in the past 28 years to create, manage and protect family and business assets in robust structures that has been profitable and contributed to financial wellbeing.
Theo has expanded DYNAMIC and engaged with selected network partners to ensure that the team remains abreast of changes in legislation and has applied these changes to benefit clients. Theo’s goal with DYNAMIC has been partnering with clients who are serious about their financial planning, on a journey with benefits and an experience that exceeds expectations.
