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Financial Planning

GIB’s Financial Planning division offers holistic Personal financial planning services. The main objective of our personalised financial planning is to identify shortfalls and to implement practical and affordable solutions for our clients. Our solutions ensure that your family and business, and hard earned assets are protected, and that you are able to create long term wealth and financial security.

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Success is a blend

We grow your wealth by combining active and passive management in an innovative matrix. GIB continues to deliver while reducing costs and increasing efficiency. Grow you wealth today.

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Financial Planning
Email: finplan@gib.co.za

Financial Planning Services

Is an investment advisory service the incorporates the use of financial planning and po...

Is an investment advisory service the incorporates the use of financial planning and portfolio management for individuals.

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Aid individuals in planning for their retirement needs.

Aid individuals in planning for their retirement needs.

Pre-retirement - implement a retirement plan which utilizes investment options aimed to achieve retirement goals. Post-retirement - Structure income requirements for retirees with existing retirement savings using specific investment options

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Our team will conduct a Medical Scheme and benefits analysis and coordinate the process...

Our team will conduct a Medical Scheme and benefits analysis and coordinate the process of changing and / or updating your medical scheme in order to suit your requirements.

Our team will conduct a Medical Scheme and benefits analysis and coordinate the process of changing and / or updating your medical scheme in order to suit your requirements. We have access to a wide range of Medical Scheme covers and can help guide you to choose the best Medical Aid coverage for your family. We can also assist you in selecting the best Gap Cover (Medical Top Up Insurance) to Compliment your Medical Aid Scheme Cover Solutions. When travelling internationally or domestically or overseas we can assist with Travel Insurance.

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Protect your families financial wellbeing in the event of your death.

Protect your families financial wellbeing in the event of your death.

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Protect against financial loss resulting from illness or disability.

Protect against financial loss resulting from illness or disability.

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Financial Planning Products

A retirement annuity (RA) is a retirement fund in terms of the Pension Funds Act. It is a tax effective investment vehicle designed for individual investors as opposed to employees who contribute to a workplace retirement fund.

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Destiny’s Preservation Fund enable employees who leave a retirement fund to reinvest and preserve the funds that they have accumulated in a pension or provident fund in a money smart and tax-effective manner.

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A living annuity allows you to earn an income from it while your capital is invested. The Momentum Living Annuity now gives you the opportunity to invest in the dependable, top-performing Destiny Portfolios during your retirement. These portfolios make use of a dynamic investment strategy that blends active and passive investment strategies in a cost effective solution.

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