Secure Your Financial Future
Custom financial planning for Accountants
Helping Accountants Successfully Manage Their Finances Over a Lifetime
ASSET PROTECTION
investment funds
Diversification
Retirement planning
Ethical investing
Confidentiality
Taxation
Security
Trusts
For busy working accountants it’s easy to defer planning for the future. Your financial life has many moving parts. As your personal planner and investment specialist, I’ll assist you to organize and simplify your financial life and give clarity about where you are and where you need to be.
Whether you have your sights set on retirement, are in the middle years of your career, starting a brand new venture or have just taken on a partnership, I’ll support you throughout your journey and help make your financial goals more attainable through sound advice. I assist accountants through every aspect of retirement and succession planning, and create a comprehensive plan to support you and your family so you can make the most of your future.
My approach is simple, I create strategies, structures and investments to help ensure you meet your financial goals.
Wealth Building Financial Planning for Accountants
Stage: Newly Accounting Practice Owner/New Partner
Help and assist with decisions on investing for retirement
Financial planning for future purchase of a private practice
Consider use of corporations and a family trust for legal and tax protection
Financing for a new practice and professional incorporation
Full life and disability needs analysis
Assist with decisions about health insurance
Stage: Established Accountant Mid-Career
Assist with decisions to buy property and business real estate if desired
Revisions and enhancements to life and disability insurance to reflect new net worth level and lifestyle
Focused retirement cash flow analysis with specific savings targets yearly
Development of an exit strategy from the firm
Design of a professional investment program that you will build on during your prime wealth building years.
Big picture strategy for decisions on strategic use of money: spend, save, invest, pay down debt.
Stage: Retired Accountant
Annual cash flow review to examine spending levels vs. income on an after-tax basis; net worth preservation to ensure adequate resources for the rest of your life
Tax minimisation with investments
Use of trusts and joint ownership for estate benefits
Update estate plans for new and existing family members (wills, trusts, etc.)
Charitable giving and creation of trusts and foundations
Making financial provisions for grandchildren
What Some Clients Say
“As a lawyer I have a lot on my plate, so getting round to managing my personal finances has never been front of mind. In Giles I have found a hugely competent and honest wealth manager, who genuinely cares about what he does and takes a keen interest in truly understanding my financial goals. I cannot recommend Giles highly enough.”
“Giles has been instrumental in advising me on my long term investment planning. I have found his advice to be clear, informed, and provided in a professional manner, but most of all, I have appreciated that it has been honest and given in simplified and uncomplicated terminology, and not investment jargon populated with financial buzzwords. Importantly, he provides me with regular performance reports and keeps me informed of how the global and local markets impact on my investment strategy. I would highly recommended Giles as anyone’s wealth advisor. “
Director, Auditing Firm
“Giles has been instrumental in helping me re-organise my messy and poor investment decisions and has provided clear and honest advice. He is not driven by personal gain but has given me sound professional advice, both locally and now internationally.”
Contracts Manager, Energy Sector
“I’ve had the pleasure of knowing Giles for several years, during which he has offered great advice and service in financial planning for myself and my wife. Above all, I was impressed with Giles’ candor in laying out options to allow us to choose the best approach for our situation.”
Business Adviser, Management Consulting
“It is rare that one comes across a financial advisor, who is not only incredibly knowledgeable but who genuinely cares about his clients. Giles is sincere, patient, and will always go out of his way to help his clients with a wealth of knowledge on all local & international investment opportunities. Giles will not only explain financial matters to you in plain and simple terms, he will teach you and make sure you understand exactly what you are investing in and what your options are. He always does his absolute best to find the right solution for you, and you know that you are in safe hands and can ask any question, no matter how silly it seems. I couldn’t recommend Giles more strongly!”
Financial Manager, Golf Estate
Good Day, I’m Giles Maynard
I look after the needs of accountants wanting to grow and manage their financial portfolios, explore local and offshore structures, markets, and investment opportunities. Over the years, I’ve earned a reputation for being a highly competent and sought after investment specialist, with a unique ability to truly understand my client’s financial objectives.
With financial qualifications from the Chartered Institute of Securities and Investments (CISI), a Masters Degree in Business Administration (MBA – Cum Laude) from Trinity College, Dublin and an Honours Degree in Mechanical Engineering from the University of Cape Town (UCT), my diverse and extensive qualifications allow me to offer real insight into, not only my clients’ financial aspirations, but also their business and livelihood.
I make use of sound financial planning strategies to deliver above average returns for my clients. I eliminate “the noise” and create holistic plans that work together, so you get the benefits of an integrated solution.
Whatever your financial dreams and goals, I will partner with you to make them a reality.
The right plan for accountants
Step 1
Contact me, and provide some background as to what it is you are looking to achieve.
Step 2
We’ll arrange a 1 hour call, where we discuss your requirements in more detail and discuss how this may be achieved.
Step 3
If you wish to take matters further, I prepare a customized proposal that I send to you to review prior to our next meeting.
Step 4
We conduct a review meeting where I’ll clarify any questions or concerns you might have.
Step 5
Schedule a FREE Discovery Phone Call
About
I provide individual investment and wealth management services for private clients and companies. I've been trusted by clients, large and small to manage, and preserve their wealth. How can I help you with yours?