Holistic Financial Planning

Offering ethical advice to ensure that you are covered
for both personal & business environments.

Holistic Financial Planning

Holistic Financial Planning

Offering ethical advice to ensure that you are covered
for both personal & business environments.

Holistic Financial Planning

Offering ethical advice to ensure that you are covered
for both personal & business environments.

Holistic Financial Planning

Holistic Financial Planning

Offering ethical advice to ensure that you are covered
for both personal & business environments.

About us

Who we are

Tau9 Healthcare & Financial Services is an Independent Financial Services provider. Our founder Tess Britz has been in the industry for over thirty years and has a vast amount of knowledge and experience which she has parted with our team who strive to offer our clients a holistic financial planning service. Our value-driven financial advisors will provide sound and ethical advice to ensure that you are covered for both personal and business environments.

Mission & Vision

Our goal is to assist our clients in obtaining a more secure financial future. Our mission is to provide excellence in client service and offer our unwavering commitment to providing ethical, quality products, and services.

Our Services

Being independent financial advisors, we have the opportunity and ability to offer our clients the best possible solution. We are contracted with Discovery, Momentum, Old Mutual, Liberty, Sanlam, Stratum, Turnberry, Glacier, Ninety One, Capital Legacy, Morningstar, and  FMI.

Estate Planning, Wills and Fiduciary Services

We work with Capital Legacy, a leader in fiduciary services to provide our clients with this important element of your financial planning, we believe that having a valid, signed will is the most important aspect of your financial planning. Your will ensures that your loved ones are cared for in the event of your death and that your wishes are carried out.

Medical Aid and Gap Cover

With the high cost of private healthcare, having a medical aid or hospital plan that suits your needs and affordability is a necessity. We work closely with our clients to ensure that the right plan is chosen and that you understand your benefits in order to get the most of your option.

Vitality Wellness Coach

At Tau9 we offer the service of a Vitality Wellness Coach who will coach you to getting to Gold every year. Through motivation and encouragement, we believe all our clients have what it takes to get to Diamond status.

Individual Risk Insurance

We work towards providing the best cover to suit your needs in the event of death, disability and severe illness. Our financial advisors take the time to do a thorough assessment of your needs to ensure that you are covered and have peace of mind in the event of these unfortunate events.

Business Assurance

Planning for the unfortunate event of something happening to one of the key people in your business is paramount. We will compile a strategic plan of implementation to ensure that your business is able to continue running smoothly.

Investments

Whether you are saving towards retirement, education or a specific goal we are able to advise on an Investment suitable to your needs on a local or offshore platform. We work together to ensure future financial security for our clients.

Short Term Insurance

Our short-term offering is with Discovery Insure, a product we trust and believe in which provides our clients with excellent service, the ability to earn rewards and cash back on fuel as well as being covered in your time of need.