Oak Advisory was founded in 2007 and provides advisory and consulting services. We have a broad range of expertise and pride ourselves in delivering a personal service. We offer maximum flexibility and can easily adapt to address the specific needs of our clients.

Our flexibility enables us to provide innovative and simple solutions for any business problem, irrespective of size or nature.

Please click on the links below for more details on our offering:

We assist our clients in arranging their tax affairs in the most tax-efficient, but ethical and legal manner. We provide expert tax advice and/or opinions on numerous tax issues.

We also provide estate planning services and can develop a relevant estate plan, tailored to your specific situation and needs.

We also act as executors of deceased estates.

We provide an all-encompassing service, whereby we act as the project manager and oversee and run the project from initial enquiry and research, up to receipt of the relevant license. We provide the initial research, a feasibility study and cash flow projections. Following which, we ensure that the client adheres to the relevant requirements set by the regulatory body.

We have assisted numerous clients in obtaining regulatory approval from various regulatory bodies, including the JSE and its derivatives division (previously SAFEX) and the FSCA.

We offer extensive advice on the establishment and running of offshore structures. We have access to a variety of jurisdictions, but we focus primarily on Mauritius and the BVI.

Through our association with a well-known and respected global company, we provide access to the following services:

  • Company incorporation
  • Corporate directors and company secretary
  • Full administration services
  • Registered office address
  • Nominee shareholders
  • Maintenance of statutory records and discharge of other statutory obligations
  • Bookkeeping, financial accounting and tailored reporting