With the ongoing pressures in the economic and financial landscape and the recent results of the Brexit referendum, CNBC Africa’s Gugulethu Cele speaks to Natasja Hart, Certified Financial Planner at GCI Wealth for some financial tips to weather the storm. Source: CNBC Africa
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
Why Succession Planning? Are you covered in case of death, disability or retirement? 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
GCI Wealth Saves IFA Practices with Effective Succession Planning Thinking about the future can be exciting and, sometimes, overwhelming. We can’t predict with complete certainty what each day will bring but we can plan for the worst, and hope for the best. Effective Succession Planning By implementing an effective succession plan through GCI Wealth, a range of IFA practices have been able to actively plan for a futu
Author: Bernice Thorn Published in FA News, May 2014 Financial planners become successful through a fierce commitment to building their practices. However, ironically, very few proactively plan for when and how they will one day move on. In failing to do so, they run the risk of leaving their firms on someone else’s terms. The demand for proper Succession Planning is more important than ever before. Advisors a
By Dennis Conway RFP™ Your Last Will & Testament is one of the most important documents that you will ever sign. It is more important in its own way, than the hundred or more contracts and documents that you will sign in your lifetime. We all die sooner or later. Through our wills, our wishes we have legal force in what we want for our loved ones or special causes we may care for. Your estate, to which your will
By Dennis Conway RFP™ What is your investment worth when you want to sell, retire, or to your family should you be disabled or pass away? A business that’s built up, with much effort, over the years, mostly involves key staff, partners, loans, investors and associates, and on the outside, suppliers, bankers and family interests. Who is to be the buyer? How does it affect other shareholders – and how do yo
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..."