Preserve and Protect your legacy
Wills and Estate Planning
FINANCIAL ESTATE PLANNING BUILT ON WHO AND WHAT MATTERS MOST TO YOU
Its never too early to begin thinking about your legacy or what will happen to your estate on death. From estate planning to legacy preservation I assist clients with the legal and financial intricacies of their estate. Having your wishes documented in the form of a will, will ensure that your wishes are carried out in a tax-efficient way as per your wishes.
Specialised Estate Planning Strategies
Estimate the tax liability on your holdings and estate. I look at various avenues for minimizing your tax liabilities
Outline your financial position as it stands, describe the alternatives and options open to you and make recommendations
Ensure your beneficiaries are adequately catered for
Explore ways of increasing the value of your assets – for your benefit and for your beneficiaries
What-if analysis (e.g. early retirement, second home purchase)
Medical expenses in retirement and changing care needs (e.g. nursing home, assisted living, and downsizing)
Redistribution of trust assets after the death of the grantor to establish post death trusts in accordance with Trustmakers wishes
Develop a plan for tax-efficient wealth transfer
Avoid an expensive and lengthy probate process
Identify proper beneficiary designations
You Are in Control
I deliver independent estate advice, planning, knowledge, solutions, and service to enable you to live a financially confident life.
Your Wishes, Honored
I guide you through a process that prioritizes your goals for your lifestyle, your family, your personal future, and your legacy.
I'm Your Financial Partner
I serve as your financial advocate, bringing together each piece of the puzzle to show you the complete picture
Helping You Optimize Your Estate
I help you find untapped opportunities, manage risks, deal with uncertainties, and anticipate challenges.
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 medium to high net worth individuals wanting to settle and manage their estates, 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 estate planning 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 Estate Management
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?