Making better choices
is not always this easy

 

Gary Walker

In my role as financial Planner, I develop, strategize and implement customised financial, wealth management and insurance services that grow and protect the wealth of both individual and business clients.

WHO I SERVE?

My aim is to deliver a comprehensive range of insurance and financial services to clients seeking to achieve optimal returns. Our wide range of services allows us to deliver optimal results to businesses as well as retirees, sole proprietors and high net-worth individuals – all with the same level of cutting-edge expertise and exceptional client service.

WHAT I DO

Business financial planning services:

  • Financial planning for businesses, including insurance for individuals, contingent liability insurance, buy and sell agreements.
  • Estate planning and trust services, including asset protection, assistance with company structures, property purchases.
  • Business succession planning.
  • Tax advisory/efficiency services.
  • Commercial and short-term insurances
  • Individual financial planning services:
  • Tax consulting, debt management and budgeting.
  • Estate planning and Trust services.
  • Estate administration, drafting/reviewing legal documents.
  • Advisory services for investments, estate planning, healthcare, insurance, and stockbroking.

HOW I DO IT DIFFERENTLY

I bring the right knowledge, expertise and guidance to the table to identify and assist you or your business in achieving your specific financial and investment goals. By partnering with a Certified Financial planner, you’ll ensure long-term commitment to your financial objectives as well as continuity to safeguard your financial plan.

CONNECT WITH ME IF YOU NEED A FINANCIAL ADVISER WHO:

  • Prioritises client interests.
  • Adheres to the highest standards of professional competence.
  • Can be relied upon to hold all your private and business information securely, as privileged and confidential.

 

Saying Goodbye to 2022 and Hello to a New Opportunity

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Our financial advisors have learned over the years that financial planning does not have to be over-complicated and although it may feel overwhelming to some, all it really comes down to is taking small, calculated steps towards a bright and stable financial future.

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Posted by Gary Walker on Thursday, December 22, 2022 Views: 69

 

Planning Financially for Your First Child

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It’s no secret that there are tremendous costs that come with raising a child but there are ways that you can prepare, ensuring you give your children the opportunities they deserve. Knowing what expenses to expect is the first step and in this article, we discuss some of these expenses.

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Posted by Gary Walker on Wednesday, December 14, 2022 Views: 121