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.

Complete Your Financial Plan

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Mobile: 083 600 4966

Email: [email protected]