grow and preserve your wealth

Financial Planning for Retirement

Retirement and Your Future

A comfortable, secure, and meaningful retirement is what most people strive for. Yet close to 85% of those who reach retirement age are unable to retire due to a lack of retirement savings. As your financial adviser, I work with you to develop a strategy that ensures a comfortable retirement with no nasty surprises.

Specialised Retirement Planning Strategies


Devise strategies to help you ensure you get the most from your retirement savings.


How inflation is likely to impact you in retirement and what you can do about it


Know how much you will have in retirement on a monthly basis


Pension distribution options that project the optimal age to begin your pension


Making financial provisions for grandchildren


Medical expenses in retirement and changing care needs (e.g. nursing home, assisted living, and downsizing)


How much to budget for health care in retirement and what to expect from your plan


Investment approaches that can help protect your income from becoming decimated by a severe market down-turn


Explanations as to what Life and Living Annuities are and how they may benefit you


Retirement withdrawal strategies that go beyond following the basic rules


Update estate plans for new and existing family members (wills, trusts, etc.)


What-if analysis (e.g. early retirement, second home purchase)

Embrace More Family Time

Spend more quality moments and longer vacations with your family and friends.

Improve Health and Wellness

No more overtime work that stresses you out. Plus you can commit to a regular diet and exercise routine more religiously.

Live Out Your Hobbies

With time in your hands, you can pursue a hobby or dabble into a new interest. Or even do volunteer work for charitable organizations.

Earn and Make Your Money Grow

Retirement does not mean you can’t earn any more. In fact, you can turn your hobby into a small business -or simply live off the interest.

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.”

Lawyer, Private Practice

“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 retirees 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 retirement 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 Retirement


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

Finally, the plan will be implemented and executed.

Schedule a FREE Discovery Phone Call


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?