“My ethos is to deliver holistic financial advice to clients over the long term, and I want to continue as an independent advisor for the foreseeable future – but I also want to make sure that my clients continue to receive the same levels of service once I do retire. I have looked at many options, but the best one is the phased merger with GCI. I will continue to earn and service my client base while gradually transitioning my clients. It’s a win for me, for my clients and also, I believe, for GCI.”
Successful Merger Testimonial
GCI was thrilled when recently Sandy de Bruyn of Sandy Wingfield-Turner & Associates decided to bring her business into our stable, specifically to ensure that she had the support to keep on working productively for as long as possible, and that her clients would not be left in the lurch. Sandy has a sterling reputation in KwaZulu-Natal, with some 25 years of experience as a leading independent financial advisor. She runs a substantial, established practice in Hillcrest, supported by a team of six.
Lack of a viable succession plan can spell financial disaster for advisors and their heirs, and it can impact their clients in all sorts of negative ways. But with sufficient thought and a good partner, there is a solution.
GCI offers an exceptional merger process, to find out more contact us.
“My husband, Adrian Wright who was a Director of GCI (in Sedgefield, Western Cape), died very suddenly after a short illness in January 2009. Although I was fundamentally aware of our financial position, I was totally ignorant of tax implications, the best type of investment for my circumstances and in fact where and how to invest. GCI have really been there for me – they’ve managed my portfolio for the past four years in a very successful manner, and thanks to them I’m kept up to date with my current financial situation in a timely fashion.”
“Dear Alex I would like to place on record my sincere thanks for the advice and assistance given to me by GCI. My wife was a financial advisor and on many occasions assisted her clients with your investments, when she passed in June 2012 you made a commitment to her for certain payment which would be made to me. As a result of your efforts, I was able to fulfil my financial obligations over that difficult period. Your caring and commitment are much appreciated and I have no hesitation in recommending your services to prospective clients and advisors for succession planning.”
“Dear Mr Conway, I have been dealing with you for six years now and thought I would send a brief letter to you to express my appreciation for the service I receive. I have found GCI standard of service beyond compare. As a busy business owner and family person, it is a relief to know that my investments, insurances and my personal and family’s planning are so competently looked after by you. The level of knowledge and exceptional standard of service I have not had from other brokers I have used in the past. Many thanks to you and the GCI team for all you have done for me and my family.”
“Good morning Alex, It takes a special person to look after the interests of others. The ability to move funds and portfolios quicker than the rest was the selling point for me. Thank you for your wonderful work.”
“My husband passed away on the 15th July 2014 due to a massive heart attack. At that time I was unaware but was recently informed that it was members of the GCI team that played a major role in helping with the body being “taken care of.” A great big thank you to each and every one of you in the role you played by assisting in whatever way. I would also like to applaud and give praises to Derick de Andrade who is now also my Client Portfolio Manager. I’ve always been totally clueless and ignorant about the legal side of life since everything was always done for me. Upon making contact with Mr Andrade, I was very kindly advised that, “I must not worry about anything…” and the other bonus was that I did not have to go to him, but that he would come to me. Since then, I’ve experienced the continuous professionalism, kindness, dedication, commitment and patience of Mr Andrade. It cannot be easy working with a client like me, but not once did he ever make me feel less than intelligent. He was also the one who was a life-saver to my children and myself because unlike some other professionals out there, Mr Andrade did not delay the process of trying his utmost to make sure that our policies paid out. So to you, Mr Derick de Andrade, we are absolutely grateful and thank you ever so much.”