1. Independent Holistic Financial Planning
Walter Venter
66 Ring road,2nd floor, Fairview House
Greenacres , Port Elizabeth
041 450 0419
2. 27 May 2015 2
Mission
Increasing the Global
Savings Rate through
building and
preserving our
clients’ wealth
ensuring a Safe and
Secure Retirement
Treat our
clients like
family
Understand
our Clients’
WHY
Ensure all
Clients are
on a path to
their safe
retirement
Constant
drive to
innovate
and develop
Practice
what we
preach
Clients
remain at
the
forefront of
everything
we do
Self belief
to turn
dreams to
reality
Take
ownership
of our
responsibilit
ies
Sense of
urgency in
all we do
Complete
commitment
Being one
with the
vision and
mission
3. WHY
To grow and preserve our
clients’ wealth ensuring a
safe and secure
retirement
What
•Pension Funds
•Provident Funds
•Preservation Funds
•Retirement Annuities
•Living Annuities
•Risk
•QROPS
•Unit Trusts
•Wills
•Life cover
•Etc.
How
1. Introduction to the GCI
Retirement Planning Process
2. Introduction to the Wealth
Manager
3. Overview of the GCI Group –
our history and what we
stand for
4. Understanding our Clients’
WHY
5. Detailed analysis of the
Clients’ situation and
Retirement Plan Preparation
6. Fine tuning of Retirement
Plan – return objective
7. Implement changes required
8. Regular monitoring, updates
and reporting
WHY
HOW
WHAT
4. 4
So WHY this WHY?
44% of SA have
no formal
retirement
savings
50% of SA
believe they are
on track to a
safe retirement
89% of South
Africans will not
be able to retire
safely and
securely
5. Quotes from Dr Aubrey Grey
First person to live to 150 has been born
50% chance of bringing aging under medical control
by 2040
The first person to live to 1 000 years old will be born
by 2040
This has significant implications on your
Retirement Planning
6. Independent And Holistic Financial
Planning And Advice
While retirement is the most critical it is important to ensure the “interruptors” are covered in the most
appropriate and cost effective way. We are FSB licenced for Health, Risk and Investment giving Independent Advice
through our contracts with all the major South African and many international financial product providers.
7. Background
Diversified Global Financial Services Group
Asset Management and Consulting
Retirement and Estate Planning
Wealth Management
Offices
Port Elizabeth
Helderkruin
Cape Town
Garden Route
Umhlanga Durban
Sandton
9. GCI – The people
Alex Cook | CEO | B.Science (Hon), KI
Group CEO since 2012
15 years’ in asset management and retirement
Investment committee member
Responsible for strategic leadership
Chad Crew | General Manager
– 13 Years experience
– Bcom
– Head of Operations
10. GCI – The people
Troy Laas | National Divisional
Manager, KI
– 13 Years in the industry
– Registered Financial Planner
– Responsible for mentorship and sales growth
– Share portfolio and offshore specialist
Charmaine Faul | Divisional Manager
– 15 years experience
– Registered Financial Planner
– Responsible for mentorship and sales growth in the Port
Elizabeth Branch of GCI
– Post Graduate Diploma in Financial Planning
11. GCI – The people
Alex Funk | Head of Asset Consulting | Bcom (Investment
Management), Bcom (Hons) Financial Analysis
Financial analysis experience in the Wealth Advisory and
Corporate Finance industry
Experience as a Wealth Manager at boutique and corporate level
Experience in investing Venture Capital funding to SME’s
Investment committee member
Dale Roodt | Analyst | B.Com (Hon), Dip Inv Analysis
Research analyst since 2012
Qualitative research process and analysis
Investment committee member
Backup fund manager
12. GCI – The people
Senior Asset Consultant | Keith Robertson| BA-Phil, BA-
Psych (USA)
Started his career at Prudential Investment Managers in 2000
Responsible for raising R6bn in Assets for Prudential during their
early years
Extensive Local and Offshore Asset Management Experience
Investment committee member
CIO | Greg Flash| MSC (Eng.), CAIA, KI
Joined Alphen Asset Management in 2007, which became PSG Multi-
Management
Managed R18bn in Assets at PSG Multi-Management
Started Southern Cross Asset Consulting in 2014, which merged with GCI
Asset Consulting in 2015
Investment Committee Member
13. Walter Venter
Wealth Manager
Accredited Financial Adviser
2 Years experience
Risk planning
Investment specialist
Estate Planning
Diverse background:
- B.Com Economics and Econometrics
- Professional sports
14. Questions to ask yourself
• Do you know your current Net Asset Value?
• Do you know what income you need during your
Retirement Years?
• Will your capital last you throughout your Retirement
Years?
• What are the potential lifestyle interrupters that may
affect your hard-earned retirement capital.
• When last was your portfolio reviewed and updated?
15. Value Proposition
Full portfolio review – personal together with
company
Updating and consolidate portfolio to meet current
objectives
Most cost effective investment platforms
Transparent fees on all financial products
Completely independent advice through wide range
of product offering
One Financial Adviser manages entire portfolio
Planning stops at Death
16. Intro to GALM
GCI Asset Liability Model
Match current Assets to a Liability
The Liability concerned being the income you wish to
earn during your retirement years
Ensuring your Assets can provide for the Liability
throughout retirement and still appreciate in value to
leave a legacy
Essential for Estate and Tax Planning
20. All information and opinions provided are of a general nature and are not intended to address the circumstances of any
particular individual or entity. As a result thereof, there may be limitations as to the appropriateness of any information
given. The information set out above is a basic summary of the relevant principles and it is imperative that any
proposed investor obtains detailed advice, in the context of his/her specific circumstances, prior to making an
investment. It is therefore recommended that the client first obtain the appropriate legal, tax, investment or other
professional advice and formulate an appropriate investment strategy that would suit the risk profile of the client prior
to acting upon information. GCI is not acting and does not purport to act in any way as an advisor or in a fiduciary
capacity. GCI endeavours to provide accurate and timely information but we make no representation or warranty,
express or implied, with respect to the correctness, accuracy or completeness of the information and opinions. The
information set out herein is based on enacted legislation at the time of publication, but it should be noted that the
legislation and practices referred to are subject to change from time to time. GCI does not undertake to update, modify
or amend the information on a frequent basis or to advise any person if such information subsequently becomes
inaccurate. Investors are therefore urged to ensure that they obtain independent, updated advice on an ongoing basis.
Any representation or opinion is provided for information purposes only. GCI Consulting Services & its subsidiaries will
not be held liable or responsible for any direct or consequential loss or damage suffered by any party as a result of that
party acting on or failing to act on the basis of the information provided in this document.
20
DISCLAIMER
