Mella Fiduciary

Mella Fiduciary Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Mella Fiduciary, Estate Planning Lawyer, Kloof.

Mella Fiduciary are a team of skilled professionals who specialise in providing an exemplary service to Financial Planners, Wealth Managers and Accountants in the areas of Estate Planning, Estate Administration and Trust Administration.

Market corrections don’t just test portfolios; they test people.In a bull market, everyone feels like a disciplined, lon...
12/05/2025

Market corrections don’t just test portfolios; they test people.

In a bull market, everyone feels like a disciplined, long-term investor. Confidence is high, portfolios are growing, and the temptation to believe in one’s own investing skill is strong.

But when the market corrects—when prices fall, fear spreads, and uncertainty takes hold—that’s when your true investor identity is revealed.

Read more https://stonewealthmanagement.co.za/market-corrections-reveal-who-you-are-as-an-investor/

Whether you are trying to transfer your assets to the next generation or need expert oversight of your trust, our team c...
18/04/2022

Whether you are trying to transfer your assets to the next generation or need expert oversight of your trust, our team can help. Contact Mella Fiduciary to assist you in drafting your personalised estate plan.
Visit our website to find out more:
https://mellafiduciary.co.za/

Choosing the appropriate executor, and the right team of specialists to assist them, can make a significant difference i...
11/04/2022

Choosing the appropriate executor, and the right team of specialists to assist them, can make a significant difference in how quickly and effortlessly your loved ones get their inheritance. And how well they carry out your plans.
Visit our website to find out more:
https://mellafiduciary.co.za/

How do tax legislation changes affect my estate and trust planning? There is a lot of information out there but having a...
04/04/2022

How do tax legislation changes affect my estate and trust planning? There is a lot of information out there but having a professional perspective that cuts through the noise can be invaluable. Speak to our Mella Fiduciary’s top specialists about how we can help you.
Visit our website to find out more:
https://mellafiduciary.co.za/

Our goal is to provide the most personalized service and to design an estate plan that compliments your overall asset ma...
28/03/2022

Our goal is to provide the most personalized service and to design an estate plan that compliments your overall asset management strategy.
Visit our website to find out more:
https://mellafiduciary.co.za/

When last did your Trust have a health check? Changes in legislation necessitate changes to your Trust deed. Let us help...
21/03/2022

When last did your Trust have a health check?
Changes in legislation necessitate changes to your Trust deed. Let us help you get your Trust affairs in perfect order.
Visit our website to find out more: https://mellafiduciary.co.za/

Did you realize that your marital regime has an impact on the percentage of assets you can bequeath? Married couples in ...
14/03/2022

Did you realize that your marital regime has an impact on the percentage of assets you can bequeath? Married couples in community of property, for example, equally share their assets, money, and property, as well as all debts. Only half of the assets can be dealt with in your will because the other half belongs to the surviving spouse.
Visit our website to find out more:
https://mellafiduciary.co.za/

How we can work with your estate:1. As sole executor: We take complete responsibility for settlement, administration and...
07/03/2022

How we can work with your estate:
1. As sole executor: We take complete responsibility for settlement, administration and estate disposition.
2. As co-executor: We share responsibility for oversight and administration with other individuals you may have nominated.
3. As an agent for the executor: An executor hires us to perform administrative duties, but retains final responsibility.
Visit our website to find out more: https://mellafiduciary.co.za/

Recently married or divorced?Make sure your Will reflects your current wishes.Speak to us about updating your Will.Visit...
28/02/2022

Recently married or divorced?
Make sure your Will reflects your current wishes.
Speak to us about updating your Will.
Visit our website to find out more: https://mellafiduciary.co.za/

Did you know that your marital regime has an impact on how your assets are distributed on your death. If you are marrie...
21/02/2022

Did you know that your marital regime has an impact on how your assets are distributed on your death. If you are married out of community of property, for example, your surviving spouse may have a claim against your estate, or your estate may have a claim against the surviving spouse under the accrual system. This could mean that your surviving spouse, for example, receives more than you intended and has a substantial impact on bequests intended for other beneficiaries. It could also result in liquidity issues, for either the surviving spouse or the estate. Let us help you plan accordingly.
Visit our website to find out more:
https://mellafiduciary.co.za/

Keeping your goal in focus is crucial. As Estates grow in size, the risks surrounding them become higher. Even if your e...
04/02/2022

Keeping your goal in focus is crucial. As Estates grow in size, the risks surrounding them become higher. Even if your estate is simple and straightforward, make sure your Executor is on the ball and continuously checking all areas that may need updating.
Visit our website to find out more: https://mellafiduciary.co.za/

Address

Kloof
3610

Opening Hours

Monday 08:00 - 17:00
Tuesday 08:00 - 17:00
Wednesday 08:00 - 17:00
Thursday 08:00 - 17:00
Friday 08:00 - 17:00
Saturday 08:00 - 17:00

Telephone

+27310200619

Website

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