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.
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.
Learn moreFinancial 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.
Read moreAid 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
Read moreProtect your families financial wellbeing in the event of your death.
Protect your families financial wellbeing in the event of your death.
Read moreProtect against financial loss resulting from illness or disability.
Protect against financial loss resulting from illness or disability.
Read moreFinancial 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.
Learn moreDestiny’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.
Learn moreA 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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