August ended with GCI Wealth on RSG Geldsake. Natasja Hart discussed the pitfalls of spending and how consumers have become increasingly aware of what they spend, daily. As Alex Cook said, “Radio killed the TV star.” The phones wouldn’t stop ringing as listeners called in to discuss how to improve poor spending habits and reduce expenses. Natasja slayed it! Mic drop!
Risk Profiling is a hot topic in the financial planning industry at present. The Financial and Intermediary Services (FAIS) Ombud and the Financial Services Board have clearly indicated that they see risk profiling as an important and integral part of the advisory process, and a pillar of the Treat Customers Fairly (TCF) initiative. By contrast, many financial planners see it as a highly problematic exercise, and one
CNBC Africa’s Lindsay Williams speaks to Alex Cook, CEO at GCI Wealth on the case for independent financial advice as an employee benefit. According to Alex the confusion over the projected reform of retirement fund regulations clearly shows that there is a critical need for education and advice and employers and labour lawyers should be partnering with independent financial consultants to deliver better value.
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..."