The past is where you learned the lesson. The future is where you apply the lesson.
We wrote the book on Succession Planning
On 27 October 2020, our CEO – Alex Cook – launched the much-anticipated book for Wealth Managers and Financial Advisors “From Self-Employed to Business Owner”. This journals 2 decades of lessons when it comes to growing, optimising or retiring from a Financial Practice. We’re proud to have our methodology shared with the world at large, and look forward to ensuring more Financial Advisors have the best route towards success.
Can You Afford to Retire?
Do you know how much money you need in order to retire? What about how much you need to save in order to reach your life goals?
Keen to find out if your goals are measured correctly?
At GCI, our goal is to create a new retirement reality for South Africa, where 150 000 South Africans can be retirement-ready by 2025.
But we don’t simply offer you a one-size-fits-all retirement plan.
We examine your life goals, and then our team of dedicated financial experts offer advice about where to invest your money in order to achieve the goals you have for yourself, your family, your employees, or your own advisory business.
Since 2000, we’ve been focused on providing 360⁰ Excellence to our clients, backed by Innovation and a dedication to our community. Independence remains the cornerstone of our business, ensuring we think and act freely.
Fill in the form below and we’ll be in touch to discuss your financial needs.
Think about your life’s goals. Now, ensure every financial decision you make gets you closer to them.
Holistic, tailor-made financial planning for individuals, including investment, medical aid, risk and retirement planning.
Invest in your biggest asset; your people.
Retirement planning to improve the employee benefits for working South Africans.
Grow, optimise or put succession planning in place for your financial planning business.
A proven model of succession planning, migrating client-facing financial advisors to true business owners.
Data from the US Federal Reserve Bank shows that wealth is shifting slowly from the Baby Boomers and their predecessors, the Silent Generation, to Generation X and the Millennials. However, the worry is that that transfer is happening too slowly, and may point to some trouble ahead, especially for Generation X.