INDEPENDENT OFFSHORE INVESTMENT CONSULTANT
About Gap Wealth – Personal and Unbiased Financial advice
Invest Your Way with GAP Wealth
Different stages of life require different wealth creation, growth, and protection strategies. At GAP Wealth, I provide advice and strategies to suit your personal circumstances, responsibilities, goals, and dreams. Put simply, I create strategies, structures, and investments to help ensure you meet your financial goals.
I understand and know I cannot be all things to all people, but I do believe I offer what people are looking for when they are going or considering investing offshore. This is based on 10+ years of serving this market and the many clients I have the good fortune to have assisted and continue to support.
Good Day, I’m Giles Wealth
I look after the needs of wealthy investors wanting to explore both 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.
How would you feel if you weren’t stressed out about your financial situation?
What kind of opportunities would you have if you had clarity on your financial future?
How would you live your life if you felt in total control of your finances?
1:1 Personal Communication Directly With Me
Personal financial advice that is delivered by me directly, who really understands what matters to my clients based on their current and future lifestyle needs. I have a strong service culture my clients recognise and appreciate and we often work together in a collaborative way.
Financial advice for individuals, families, and businesses alike for every stage of life, whether you are just starting out in your investment career, want to expand your interests overseas, grow your family, protect your assets and financial future, or lower your taxes.
I am always available Monday to Friday from 9am to 5pm to take calls and answer emails. You’ll never have to wait days for a response to your email.
GAP Wealth – The Offshore Protection Advantage
I Care About Your Success
My main focus is to build a strong, reliable, long-term business relationship with you that is grounded in confidence, trust, and performance. Unlike many investment advisors, I develop solutions tailored to your specific current and future lifestyle and business needs.
Your Confidentiality Is Protected
I provide full offshore legal protection, whether it be incorporation, assistance with bank account openings, administration, or other financial services by strictly observing advisor-client privileges.
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
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?