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.

 

Business Financial Planning in South Africa

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Financial planning in business is not only about reacting to immediate financial concerns but also about preparing for the future. Whether it’s ensuring the company has adequate business insurance, planning for leadership transitions, or investing in wealth management strategies, every decision should be made with sustainability in mind.

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Posted by Gary Walker on Wednesday, February 19, 2025 Views: 806

 

Your Ultimate Tax Planning Guide

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South Africa’s tax system is regulated by SARS, which oversees the collection of taxes and ensures compliance with the law. Every individual and business earning income within South Africa is required to contribute, based on specific rules that determine their tax obligations.

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Posted by Gary Walker on Wednesday, January 29, 2025 Views: 905