Combining Years Of
Combining Years Of
Fundamental Needs
The four fundamental needs of estate and wealth planning are:
- Tax Efficiency
- Asset Protection
- Legacy Planning
- Financing Optimization
How do we achieve these?
Through the utilization of wills, coupled with trusts and companies to hold assets and to trade independently of the individual.
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Start here, step-by-step with us, to structure you affairs tax-efficiently, legally complaint, and the best-suited to you needs.
- Wills
- Trusts
Some parting advice:
Creating a legacy and providing security and stability for you and your family for generations to come, be it through property or any other investments, requires determination, discipline, and hard work, virtues that only you can commend. That being said, it also requires know-how, experience, innovation and the right support structures - all too often the barrier to wealth being not one's will but the lack of knowledge and time.
"It's not how much money you make, but how much money you keep, how hard it works for you, and how many generations you keep it for."
- Robert Kiyosaki
"A feast is made for laughter, and wine maketh merry; but money answereth all things."
- Ecclesiastes 10:19
"Preserving your wealth is the difference between simply being rich and being wealthy."
- Bruno Simão
"To acquire wealth is difficult, to preserve it more difficult, but to spend it wisely is most difficult of all."
- Edward Day
"A man's treatment of money is the most decisive test of his character - how he makes it and how he spends it."
- James Moffatt
"No one has ever achieved financial fitness with a January resolution that's abandoned by February."
- Suze Orman
"Money is a terrible master, but an excellent servant."
- P.T. Barnum
"Never buy at the bottom, and always sell too soon."
- Jesse L. Livermore
"Never stand begging for that which you have the power to earn."
- Miguel De Cervantes Saavedra
Who Are We?
We at Intergen identify ourselves, first and foremost, as specialists in 'problem-solving', vastly experienced in the management and combined utilization of various wealth preservation vehicles.
Intergen's mission is to ensure that our clients are free to focus on their business and confident to do so.
We want to create a legacy and provide security and stability for you and your family for generations to come, be it through property or any other investments, requires determination, discipline, and hard work, virtues that only you can command. That being said, it also requires know-how, experience, innovation and the right support structures - all too often the barrier to wealth being not one’s will but the lack of knowledge and time.
Mission
Intergen's Mission is
To provide our clients with unrivalled and innovative wealth preservation and structuring solutions by implementing practical solutions that cater to our clients' particular needs.
Vision
Intergen's Vision is
To be the leading wealth preservation and structuring services provider across South Africa.
"I believe that the biggest mistake that most people make when it comes to their retirement is, they do not plan for it. They take the same route as Alice in the story from 'Alice in Wonderland', in which the cat tells Alice that surely, she will get somewhere as long as she walks long enough. It may not be exactly where you wanted to get to, but you certainly get somewhere."
- Mark Singer
"Before you can become a millionaire, you must learn to think like one. You must learn how to motivate yourself to counter fear with courage. Making critical decisions about your career, business, investment and other resources conjures up fear, fear that is part of the process of becoming a financial success."
- Thomas J. Stanley
"In life's journey, having the ability to predict the future gives us an unfair advantage. If we can understand the laws of cause and effect, anyone can predict the future. What we do today leads us to tomorrow's destination. Why does this simple truth seem to be difficult for most people to understand?"
- Celso Cukierkorn
"Whether we make our own money or rely on someone else, many of us would rather pretend our financial matters don't exist. Or we hope they'll just take care of themselves somehow. My ex-husband was like that. He always said, 'I bank by prayer. I go to the ATM and pray that money will come out'."
- Nancy Levin
"Debt means enslavement to the past, no matter how much you want to plan well for the future and live according to your own standards today. Unless you're free from the bondage of paying for your past, you can't responsibly live in the present and plan for the future."
- Tsh Oxenreider
"Money is the guarantee that we may have what we want if the future. Though we need nothing at the moment, it ensures the possibility of satisfying a new desire when it arises."
- Airstotle
"One of the advantages of possessing money is that if facilitates one's independence and mental attitude. The man head over heels in debt is more slave than independent."
- B.C. Forbes
"Money, which represents the pose of life, and is hardly spoken of in parlors without apology, is in its effects and laws, as beautiful as roses."
- Ralph Waldo Emerson
"A bank is a place that will lend you money if you can prove that you don't need it."
- Bob Hope
Who are we?
Effortlessly maneuvering through the myriad of an investor's private wealth, tax and legal issues, Intergen Group combines years of specialized business, accounting, tax and legal experience, to create one of the few functional and innovative private wealth preservation and structuring service providers in the market.
Truly set apart from our competitors is our divergent way of thinking - finding 'out-of-the-box' solutions and creating innovative strategies to take our clients from where they are to where they need to be.
Intergen Group compromises of several specialist companies:
Who are our clients?
Our clients range from startup entrepreneurs and property investors to high-end individuals and large corporations and their shareholders.
If you're starting out or are already creating wealth, and want the best solutions on how to preserve and manage it, let intergen be your guide.
Who are we associated with?
- SA Property Investors Network
- FISA
- SARS
- SAICA
"To achieve what 1% of the world's population has (Financial Freedom), you must be willing to do what only 1% dare to do. Hard work and perseverance of highest order."
- Manoj Arora
"Remember, buying something is not the problem. The problem comes when we believe, for that moment, that the object we're buying is going to make us happy."
- Celso Cukierkorn
"Our goals can only be reached through a vehicle of a plan in which we must fervently believe, and upon which we must vigorously act. There is no other route to success."
- Pablo Picasso
"Increased borrowing must be matched by increased ability to repay. Otherwise, we aren't expanding the economy, we're merely puffing it up."
- Henry C. Alexander
"Increased wages, higher pensions, more unemployment insurance, all are of no avail if the purchasing power of money falls faster (ed. inflation rises)."
- Bernard M. Baruch
"A man with a surplus can control circumstances, but a man without a surplus is controlled by them, and often he has no opportunity to exercise judgment."
- Harvey Firestone
"I have about concluded that wealth is a state of mind, and that anyone can acquire a wealthy state of mind by thinking rich thoughts."
- Edward Young
"If most traders would learn to sit on their hands 50% of the time, they would make a lot more money."
- Bill Lipschutz
"A wise many should have money is in his head, but not in his heart."
- Jonathan Swift
Who are our strategic partners?
What Do Our Clients Have To Say?
