-
Property Investment and Equities Education
These seminars are presented by Coert Coetzee, throughout South Africa. This full day seminar covers PROPERTY INVESTMENT EDUCATION, AND NOW ALSO SHARE INVESTING. Topics covered include, "Why property as an alternative asset class...?", portfolio management, business structures and fiduciary functions, gearing, refinancing, risk management and more, ultimately providing for a holistic approach to property investment; as well as instruction on how to invest in shares, further complimenting your Asset Management skills.
Seminar fee: R 3,900 per single booking; R1,950 per person for group of 2; R1,300 per person for group of 3 or more.
-
Treoc Business Coaching
Treoc Business Coaching is a group-coaching curriculum designed for entrepreneurs and delegates who are representative of diverse industries. The facilitators, carefully selected according to strict criteria, are all successful business people with many years of experience in owning and managing businesses. The objective of the curriculum is to expand your business more effectively by imparting the most important skills a business owner requires for success. Training extends over a period of twelve months and the curriculum focuses on Financial, Operational, People, Sales and Marketing excellence. These topics are all covered during a full day session once a month.
Business Coaching Fee: R3,135 per month per delegate. Duration is one day per month for twelve months starting at 08:00 and concluding at 17:00.
-
Treoc Trust Services
Treoc Trust Services is committed to providing specialist advice on trusts with a holistic approach to asset protection, risk and estate planning. As the independence of a trust is of paramount importance, Treoc Trust Services will provide the fiduciary services through independent trusteeship, achieving ultimate independence in trust administration and governance.
-
Treoc Trust Accounting
Trust Services is complemented by Treoc Trust Accounting and Administration. Trust Accounting is committed to providing the fiduciary administration of Treoc Trusts through the transferring of assets, submission of tax returns and the compilation of annual financial statements, ensuring compliance and adherence to best practice.
-
Treoc Finance
Finding the most suitable finance/mortgage product today has become a specialist field in its own right. Treoc Finance assists clients with the tedious process of bond applications with all financial institutions throughout South Africa. Affordability of individual clients is protected through our unique affordability "Matrix" to ensure manageable monthly cash flow and financial commitments.
-
Treoc Risk Managers
Correct structuring of life risk, and for loss of income and disability is imperative for the preservation of your assets and financial provision for your dependants. Financial analysis and estate planning form part of Treoc's holistic approach. An independent overview by Treoc Risk Managers will provide our clients with effective alternatives designed to address estate duty and tax based on the client's individual portfolio and profile.
Treoc Risk Managers is a licensed Financial Service Provider - FSB 25212
-
Treoc Property Exchange
History and statistics have proven that entry level property in selected areas provide the most stable capital growth over time. Consistent and stable capital growth in property is one of the cornerstones to investing in property. Treoc Property Exchange, our real estate division specialises in property acquisition and carefully selects and qualifies areas and properties. The recommendations are based on thorough research and strict vetting criteria before being offered to clients.
-
Treoc Property Auctions
The dynamics of the South African property market and industry are ever-changing, giving rise to new opportunities to do business differently, yet effectively. Treoc Property Auctions creates an online platform for clients to take advantage of the opportunities in the property market by purchasing and selling properties through the auction method. Our online auctions are unique and provide a hundred percent secure environment in which our clients can purchase or sell properties. Treoc Property Auctions furthermore caters for Ballroom Auctions and the traditional Onsite auctions.
-
Treoc Service Provider Network
Complimentary to our members, Treoc facilitates a host of property and investment service providers by means of access to an exclusive network. We offer a single solution and portal, enabling you to source Treoc accredited service providers throughout South Africa. The network is furthermore linked to a rewards affinity programme. TSPN is committed to working with partners who specialise in their respective fields to ensure an end-to-end professional service to our valued members.
-
Treoc Investor Software
Uniquely designed, the Treoc Investor Software offers unique functionality and analytical capability to accommodate our refinancing model. The programme consists of functions such as the Deal Planner, Portfolio Manager, Property Manager and various reporting templates. A major benefit of the programme is to allow you to enter any "what if" scenario possible with self selected variables. These results will assist in minimising risk in your portfolio. The Software comes standard with Treoc's comprehensive training DVD.
