Phoenix Advisory & Trust Management

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Phoenix Advisory and Trust Management (Pty) Ltd. is an Independent Trust Company, specialising in trusteeship and trust administration, as well as estate planning, and trust accounting. Our trustee / administration services include road accident fund trusts, which are established via a court order.

 

We realise that the accumulation and protection of wealth is imperative to each and every client. For this reason we endeavour to build lasting relationships with our clients. We also realise that estate planning and trusts can be complicated. We aim to educate and empower clients in order to ensure correct decisions are made via a consultative process.
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