Get the Best Outcome for Your Income
TAX SAVVY FINANCIAL PLANNING
TAX PLANNING IS A CRITICAL COMPONENT OF ANY FINANCIAL PLAN OR INVESTMENT STRATEGY
Tax planning is defined as the process of analyzing your specific financial and tax scenarios to make decisions that minimize the amount of taxes that you must pay. Professional tax planning should not be confused with tax evasion. When completed by a professional and experienced advisor, the process of tax planning is completely legal. It simply provides individuals and businesses with additional insight and counsel regarding their tax situation.
Specialised TAX Planning Strategies
Monitor complex tax law changes and work to optimize your tax situation under ever changing rules
Lowering Your Tax Bill in Retirement
Estate Tax Planning
Diversification benefits of tax-deferred and taxable assets
Help make charitable contributions in a tax-efficient way
Income Tax Mitigation and Structure
Investment tax planning
Year-end tax planning strategies and best practices
Custom Tax Advice
You’ll benefit from working with a dedicated tax professional for questions and support
Year Round Tax Planning
Year-round tax planning and communication of regulatory developments that may or may not impact you
Tax Savings To Spend In Other Areas
Without solid financial planning services, individuals will likely pay more in taxes than would otherwise be necessary.
Tax Planning for the Future
By trying to anticipate and properly plan for the events in my clients’ lives that generate large tax liabilities, I’ll be able to increase the overall wealth that my clients retain.
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 individuals wanting to save on their taxes, 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 tax planning 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 Tax Planning
Contact me, and provide some background as to what it is you are looking to achieve.
We’ll arrange a 1 hour call, where we discuss your requirements in more detail and discuss how this may be achieved.
If you wish to take matters further, I prepare a customized proposal that I send to you to review prior to our next meeting.
We conduct a review meeting where I’ll clarify any questions or concerns you might have.
Schedule a FREE Discovery Phone Call