grow and preserve your wealth
Grow Your Wealth On Your Own Terms
You have Large financial Aspirations. I help you make them a reality
A wealth management plan is built around your medium and long term goals, vision, and dreams. A successful financial plan is one that takes time through specialized attention and is developed through the active participation of both the client and advisor. Investing in the future doesn’t need to be stressful or intimidating. No matter how much or how little you know about wealth building, GAP Wealth can help amplify your wealth — wherever you are on your financial journey.
Specialised Wealth Building Strategies
Construction of a solid, financial base sufficient to pursue your financial objectives.
Creation of a strategy aimed at preserving your assets from erosion due to unexpected expenses, inflation, market decline, and taxes.
Use of trusts and joint ownership for estate benefits
Development of a sophisticated tax management plan to enhance your asset base
Big picture strategy for decisions on strategic use of money: spend, save, invest, pay down debt.
Smart investment allocation and diversification
Discovery
First, I begin to get to know you and understand your financial circumstances, your goals, values, and aspirations. This helps me to explore and narrow down suitable strategies for you.
Structure
I then create a robust financial plan dealing with your wealth, your investments, tax, and contingencies. I present you with my report and implement my recommendations on your behalf.
Analysis
Then I carry out a full audit of your present position to ensure that we have a true and complete understanding of you, your family, and your financial affairs.
Long Term Focus
Proper wealth-building strategies are not a one-off event. I provide ongoing advice that ensures that you stay on track and you achieve your financial goals in an ever-changing world.
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 wealthy individuals 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 wealth building 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 wealth building
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?