LEAD LEAD Financial Strategists are Professional Accountants, Tax Practitioners and Certified Financial P

LEAD Financial Strategists are a team of Professional Accountants, Tax Practitioners and Certified Financial Planners that seek, first and foremost, to understand you. We LISTEN, EVALUATE, ADVISE and ultimately DEVELOP financial strategies that are insightful and shaped to fit your circumstances and goals, adherent to the spirit of the legislation. Our professional membership together with our int

ernal code of conduct in stills in our team the ethics, honesty, integrity and transparency that we subscribe to as the minimum standards necessary to provide you with a service that you can trust. Your business strategy, and decisions, must be made considering your entire operation, your personal and family circumstances, your industry and the economy. From helping to plan and implement strategic change, to increasing portfolio value, we focus on delivering tangible results. We think like investors and look for opportunities to add and preserve value.

πŸ”΅πŸ€ A strong financial future starts with knowing what kind of guidance you need.Here at LEAD, a Life Planner helps clari...
31/08/2026

πŸ”΅πŸ€ A strong financial future starts with knowing what kind of guidance you need.

Here at LEAD, a Life Planner helps clarify your goals and the life you want to build. A Financial Planner turns those goals into a structured financial strategy, while a Financial Adviser helps you choose suitable financial products to put that plan into action.

Together, these roles can help connect your ambitions with practical financial decisions.

🫡 Partner with LEAD
www.leadfinancial.co.za

LEAD is an authorised Financial Service Provider (FSP 38923)

πŸ”΅πŸ€ Please join us in welcoming Jessica Hattingh to the LEAD team!Jessica has been part of the financial planning industr...
28/08/2026

πŸ”΅πŸ€ Please join us in welcoming Jessica Hattingh to the LEAD team!

Jessica has been part of the financial planning industry since 2013 and brings a wealth of experience in operations, client service and the financial planning process.

She is passionate about building genuine relationships, creating positive client experiences and making a meaningful difference in the lives of those around her.

Outside of work, Jessica is a proud mom to two young girls and three much-loved furbabies, and loves spending time outdoors with her family.

We’re excited to have you on board, Jessica!

🫡 Partner with LEAD
www.leadfinancial.co.za

LEAD is an authorised Financial Service Provider (FSP 38923)

πŸ”΅πŸ€ Will your savings last as long as your retirement?Good retirement planning means understanding whether your income, s...
27/08/2026

πŸ”΅πŸ€ Will your savings last as long as your retirement?

Good retirement planning means understanding whether your income, savings and investments can support the lifestyle you want for the years ahead. Inflation, rising costs and unexpected expenses can all affect how far your money goes.

Planning early gives you a clearer picture of what you’ll need and where adjustments may be necessary.

🫡 Partner with LEAD
www.leadfinancial.co.za

LEAD is an authorised Financial Service Provider (FSP 38923)

πŸ”΅πŸ€ Financial planning is about more than choosing investments.Your lifestyle, family responsibilities, taxes, insurance ...
24/08/2026

πŸ”΅πŸ€ Financial planning is about more than choosing investments.

Your lifestyle, family responsibilities, taxes, insurance and estate plans all shape your financial future. Looking at these areas together helps you manage risks, plan more effectively and make decisions that support both your needs today and your goals for tomorrow.

🫡 Partner with LEAD
www.leadfinancial.co.za

LEAD is an authorised Financial Service Provider (FSP 38923)

πŸ”΅πŸ€ Your ideal lifestyle needs more than a vision. It needs a financial plan.Whether it’s travel, a dream home, your chil...
20/08/2026

πŸ”΅πŸ€ Your ideal lifestyle needs more than a vision. It needs a financial plan.

Whether it’s travel, a dream home, your children’s education or a comfortable retirement, start by defining what you want and understanding what it will cost.

From there, realistic budgeting, consistent saving and smart investing can help turn long-term goals into achievable plans.

🫡 Partner with LEAD
www.leadfinancial.co.za

LEAD is an authorised Financial Service Provider (FSP 38923)

πŸ”΅πŸ€ Poor financial records can cost your business more than time.Missing invoices, unrecorded transactions and messy payr...
17/08/2026

πŸ”΅πŸ€ Poor financial records can cost your business more than time.

Missing invoices, unrecorded transactions and messy payroll make it harder to understand your true financial position.

They can also lead to cash flow problems, SARS penalties, stressful audits and poor decision-making.

Clean, accurate records give you better control, clearer insights and a stronger foundation for growth.

🫡 Partner with LEAD
www.leadfinancial.co.za

LEAD is an authorised Financial Service Provider (FSP 38923)

πŸ”΅πŸ€ Struggling to stay on top of your financial records?The right accounting software can save time, reduce errors and gi...
11/08/2026

πŸ”΅πŸ€ Struggling to stay on top of your financial records?

The right accounting software can save time, reduce errors and give you a clear, real-time view of your finances.

LEAD helps streamline your accounting and payroll systems, giving you greater control and more time to focus on growing your business.

🫡 Partner with LEAD
www.leadfinancial.co.za

LEAD is an authorised Financial Service Provider (FSP 38923)

Today we celebrate the women whose strength, leadership and determination continue to shape our workplaces, communities ...
09/08/2026

Today we celebrate the women whose strength, leadership and determination continue to shape our workplaces, communities and future.

Their contributions inspire progress, create opportunity and leave a lasting impact on those around them.

Happy Women’s Day to the remarkable women making a difference every day.

We wish you all the best Madelein with the new partnership and season!
08/08/2026

We wish you all the best Madelein with the new partnership and season!

We are delighted to welcome Dr. Madelein Ludick to the Fembryo Fertility & Gynaecology Clinic family.

Dr. Ludick joins our team with a compassionate, patient-centred approach to healthcare and a genuine passion for caring for women through every stage of life. She believes that exceptional care begins with listening, ensuring every patient feels heard, understood, and supported throughout their healthcare journey.

As our practice continues to grow, so does our commitment to providing exceptional, evidence-based care to the women and families of Gqeberha and beyond.
We are excited to have Dr. Ludick as part of the Fembryo team and look forward to the knowledge, kindness and dedication she brings to our patients.

πŸ’™ Please join us in giving Dr. Madelein Ludick a very warm Fembryo welcome!
For Every Woman. Every Chapter. Every Journey.

To book an appointment with Dr. Madelein Ludick or any of our experienced team, contact Fembryo Fertility & Gynaecology Clinic today.

πŸ”΅πŸ€ A little appreciation goes a long way.A special thank you to Teresa Heasly from Joubert Galpin Searle for treating ou...
07/08/2026

πŸ”΅πŸ€ A little appreciation goes a long way.

A special thank you to Teresa Heasly from Joubert Galpin Searle for treating our ladies to beautiful flowers this morning, a thoughtful gesture in celebration of the wonderful women around us.

🫡 Partner with LEAD
www.leadfinancial.co.za

LEAD is an authorised Financial Service Provider (FSP 38923)

Address

89 Main Road, Walmer
Port Elizabeth
6070

Opening Hours

Monday 08:00 - 16:00
Tuesday 08:00 - 16:00
Wednesday 08:00 - 16:00
Thursday 08:00 - 16:00
Friday 08:00 - 16:00

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