Selling your brokerage or financial planning consultancy can seem like the obvious exit strategy, but there are numerous pitfalls. Knowing what to look for is the first step to a successful succession plan. There are many good reasons why independent brokers and financial advisors need to have an effective succession plan. For one thing, the Financial Services Board mandates it, in order to protect the interests of c
3 CPD Points Why Succession Planning? • Explore all the options to ensure that when the time comes, you, your family and your clients are taken care of. • Speakers will discuss Succession Planning options from a practical, compliance, commercial and implementation point of view. Why Asset Consulting? • Prepare for RDR and TCF • Mitigate Investment Risk For You and Your Clients • Incorporate an Asset Management Team t
Planning for a financially secure retirement is hard enough, but life often bowls a curve ball. The company retirement fund and group life policy is the best way a company can help.
By Jeremy Hawson, GCI Employee Benefits Divisional Manager
Participation in a group life scheme and retirement fund remains one of the most valuable employee benefits a company can offer, but they’re often... more»
"Good morning Alex, It takes a Special person to look after the interests of others. The ability to move funds and portfolios quicker than the rest was the selling point for me. Thank you for your wonderful work...."
"My husband passed away on the 15th July 2014 due to a massive heart attack. At that time I was unaware but was recently informed that it was members of the GCI Team that played a major role in helping..."
"Dear Mr Conway, I have been dealing with you for six years now and thought I would send a brief letter to you to express my appreciation for the service I receive. I have found GCI standard of service beyond..."
"My husband, Adrian Wright who was a Director of GCI (in Sedgefield, Western Cape), died very suddenly after a short illness in January 2009. Although I was fundamentally aware of our financial position, I was totally ignorant of tax implications,..."
"Dear Alex, It must be about 3 years since I decided to merge my business with GCI Wealth Group. I had spent many years building up my client base and have always operated on the basis of offering my valued..."