Exceeding your expectations through personal financial solutions.
Let us build the future you’ve always dreamt of.
The world is rapidly changing around us. Systems that worked as recent as five years ago might not be appropriate today. This is especially true in the finance industry. It has become more varied with new investment opportunities and higher risks. Being prepared for unforeseen circumstances benefits you and your family.
Saving alone is no longer sufficient to ensure your protection. You need a well-considered strategy, knowledge and experience to make changes in order to navigate the uncertain future, all while staying updated with the latest developments and opportunities.
As a registered financial services provider, Goosen van der Walt Wealth brings expertise and a unique skill set to the table. Our approach is informative and empowering, yet honest. We challenge the denial mindset and have seen how clients prosper as a result.
“We’ve seen the importance of discussing something as simple as an emergency fund with a client. After losing his job a year later, he had a financial buffer that ensured he was kept safe from unplanned debt. He could focus on finding a new job without the threat of financial ruin.”
What we offer
PERSONAL AND COMMERCIAL
SHORT-TERM INSURANCELONG-TERM INSURANCEINVESTMENTSInsuring assets against unforeseeable future events can be the difference between a significant setback and a minor inconvenience. We want to help you find the best option that ticks all the boxes.
It is critical to protect yourself and your loved ones in the event of death, disability or severe illness – Especially when it comes to settling debt, providing for estate liquidity, and looking after your surviving spouse and children. We find the best solutions to ensure you’re covered through life’s most difficult times.
Our goal is to help you achieve your investment objectives and to do so risk-efficiently. We are committed to wealth protection while being focused on wealth expansion. We provide investment opportunities that offer long-term returns and exponential benefits. Our expertise includes unit trusts, retirement annuities, tax-free saving accounts, endowments or preservation funds, and offshore investments.
Start your journey with GW Wealth
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Take time to assess your current situation and identify what you want to address. The journey of investing and saving can start big or small. The important part is to take the first step. Our team is committed to creating an environment for you to unpack your long-term goals while discovering the current opportunities. Contact us to set up an initial meeting where we will discuss your specific needs.
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In the initial meeting (whether online or in-person), we’ll get as much detail from you as possible – Your hopes, fears, goals and past successes and failures. We see each client as an individual and take the time to get to know you personally, thoroughly discussing your concerns and considerations.
Honest conversations right from the start is the key to a successful partnership. Establish the business relationship by providing all the relevant information needed to address the nominated areas and outline a clear starting point.
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After extensive research from our side and careful consideration of all the facts, we'll propose an action plan and assist in any immediate decision-making.
We'll make sure you understand the process and stay well-informed throughout this journey. Your peace of mind is vital to us, so we'll gladly answer any questions you might have.
