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.

 

Inheritance Tax and Beneficiary Rights in South Africa

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In South Africa, "inheritance tax" is a term commonly used to refer to estate duty, a tax levied on the property of deceased persons. However, it's important to note that the financial implications don't stop there. Other taxes, such as Capital Gains Tax (CGT), and concepts like death duties, also play critical roles in the financial landscape of inheritance.

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Posted by Gary Walker on Thursday, March 28, 2024 Views: 267

 

Estate Planning in South Africa – What You Need to Know

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When it comes to safeguarding the well-being of our loved ones and ensuring our legacy endures, estate planning is a crucial step that cannot be avoided. In South Africa, where the fabric of society is woven with strong familial ties and a deep sense of legacy, the importance of estate planning becomes even more pronounced.

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Posted by Gary Walker on Wednesday, March 13, 2024 Views: 261