Live Local, Plan Global
Global Wealth Advisory provides quality, independent and personalised financial advice and investment management services to individuals, families and small business enterprises.
Wealth
Management
Global
Investments
Retirement
Planning
Cash Management
Solutions
Risk
Planning
Fiduciary
Services
Business Risk
Services
Basic Financial
Overview
OUR APPROACH
Our mission is to provide our clients with peace of mind and good financial outcomes through professional financial advice and quality wealth management services. We believe our clients expect us to provide them with excellence in the following areas:
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Independent, personalised advice on how to reach your financial goals and keep on track to reach them.
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Our in-depth research helps us to invest your savings wisely in order to reach your financial goals.
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We help you manage your financial plan and portfolios continuously and effectively.
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Report back to you frequently in a clear, comprehensible way.
REPRESENTATION
We fiercely guard our independence and strive to continuously deliver the best available products and services to our clients. We represent all industry leading product providers, including administrators, asset managers and insurers. Being cognisant of clients’ unique and ever-changing circumstances, we are always expanding our product offering.
In a highly competitive environment, product providers develop different core competencies and niche products. By representing all industry leading product providers, Global Wealth Advisory is well placed to address the needs of individuals and small- to medium enterprises.
Through various administrators and direct relationships, Global Wealth Advisory has access to basically all FSCA accredited investment funds and products. We currently have contracts with the following providers:
- Allan Gray
- Ashburton
- Brightrock
- Coronation
- Discovery
- Hollard
- Liberty
- Marriott
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Momentum
- Momentum Wealth International
- Nedgroup
- Investec Specialist Bank
- Ninety-One Asset Management
- Old-Mutual
- Old-Mutual International
- PPS
- Sanlam (including Glacier)
- SwissQuote