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.

 

How to Spend Your Annual Bonus: Don’t!

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With the year coming to a speedy end, we thought it would be wise to share some tips on how to spend your bonus this year. Spoiler alert – we don’t want you to spend it at all. Instead, we want you to use it in ways that will help you reach your goals.

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Posted by Gary Walker on Tuesday, November 15, 2022 Views: 55

 

Why You Need a Financial Advisor to Help You Plan for Retirement

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Although there are countless benefits of working with a financial planner, we are going to look at four that stand out, especially when it comes to retirement planning.

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Posted by Gary Walker on Friday, October 28, 2022 Views: 135