Financial Planning For Professionals
Helping Working Professionals Successfully Manage Their Finances Over a Lifetime
ASSET PROTECTION
INVESTMENT FUNDS
Diversification
Retirement planning
Ethical investing
Confidentiality
Taxation
Security
Trusts
Financial Planning For Professionals Is A necessity
As a business professional, you have a lot on your plate. You likely juggle multiple responsibilities at once and work long hours day in and day out. While your career is demanding, it’s also very fulfilling.
Even though it’s easier said than done, it’s essential you don’t forget about personal matters like financial planning. By keeping your finances top of mind, you can ensure that you and your family reap the rewards of your hard work for years to come. Simply put, to make the most of all you’ve accomplished in your career, a financial plan is a necessity, rather than simply an option.
With a solid financial plan in place, you can ensure your money works for you and your family. You’ll be able to live the life of your dreams outside of the workplace and avoid many of the financial obstacles that business professionals are known to experience.
Making good wealth management decisions with the assets you’ve worked so hard to achieve.
It’s important that you work with a wealth advisor who can articulate high-level ideas and strategies while making sure that these strategies are tailor-fitted to your particular wants and needs. I follow a proven process that takes into account your assets, any planning you have already done, and what your current wishes and needs are.
Grow
I help you capitalise on the financial rewards offered to you through a full understanding of your unique financial situation and future goals. My goal is to ensure those processes are as seamless as possible for you.
Diversify
Professional investment management to efficiently diversify your portfolio and optimise gains using innovative strategies you may not have otherwise been exposed to.
Plan
Maintaining and protecting wealth for your future requires a specialised approach that caters to your needs while focusing on equity incentives, retirement plans, and deferred compensation. I closely track your income, expenditures, and investments, allowing you to manage your finances and reach your future objectives.
Retain Your Earnings
The value accumulated throughout your professional career could be subject to complex taxes. I will curate a specially designed plan to minimize the amount of taxes you owe and maximize the value you retain.
Wealth Building Financial Planning for Working Professionals
Stage: Established/Mid-Career Working Professional
Cash flow and savings planning
Annual tax analysis
Insurance planning strategies
Implementation of financial planning strategy
Trust and estate planning strategies and review
Net worth analysis
Employment benefits review
Design of a professional investment program that you will build on during your prime wealth building years.
Big picture strategy for decisions on strategic use of money: spend, save, invest, pay down debt.
Stage: Retired Professional
Trust and estate planning strategies and review
Retirement planning strategies
Tax minimisation with investments
Update estate plans for new and existing family members (wills, trusts, etc.)
Annual cash flow review to examine spending levels vs. income on an after-tax basis; net worth preservation to ensure adequate resources for the rest of your life
Full life and disability needs analysis
Assist with decisions about health insurance
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.
Helping You Understand Questions Such As:
What is the ideal investment strategy for my situation?
How much should I have saved today in order to retire comfortably at my desired retirement age?
If I don’t have enough saved today, what steps can I take to get back on track?
How much of my income should I invest in each of the retirement and savings plans available through my employer to maximize my benefits?
How do I manage risk in My investment portfolio?
How do I invest tax-efficiently?
What Assets Can I Purchase That Will Appreciate Over Time?
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 working professionals 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 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.
The right plan for Professionals
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?