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PRODUCTS :: FINANCIAL PLANNING

GIB Financial Planning, in partnership with its product providers, tailor-makes risk and investment management solutions for its clients. This is achieved by the following specialist divisions:

PERSONAL FINANCIAL PLANNING

GIB Personal Financial Planning conducts financial needs analysis
for its clients with the use of state-of-the-art technology to
ensure that the best solution is provided.

Products / Services Offered:

  • Retirement planning
  • Risk management
  • Investment consulting
  • Estate planning
  • Tax planning
  • Trust implementation and advice

CORPORATE ADVISORY SERVICES

GIB Corporate Advisory Services conducts detailed risk assessments for its corporate clients. It thereafter implements structured solutions to ensure business continuation following specified eventualities. All solutions include optimal benefit within the tax and legal regulatory framework.

Products / Services Offered:

  • Corporate continuity benefits
  • Investment consulting
  • Sinking funds
  • Deferred and preferred compensation
  • Capital redemption plans
  • Keyman assurance
  • Partnership assurance

WEALTH MANAGEMENT

GIB Wealth Management was born from GIB’s investment successes achieved in the Employee Benefits environment. The same investment philosphy that has developed within GIB Employee Benefits is now being successfully applied to the management of personal wealth.

Products / Services Offered:

  • Segregated portfolios
  • Pooled portfolios
  • Managed equity portfolios
  • Independent asset advice
E-mail: gfs@gib.co.za
DOWNLOADS
Claim Notification - Preservation Fund.pdf Keyman Assurance Questionnaire.pdf
Risk Assessment Questionnaire.pdf

Destiny Retirement Funds: www.destinyfund.co.za
Financial Services Board
The Ombudsman for Long-Term Insurance

GIB Insurance Brokers (Pty) Ltd FSP 10406
Access to Information :: FAIS Conflict Of Interest Policy