Financial Services

We are an Independent Financial Adviser firm: This means we source then best products and services in the market for you, your family, and your business. We work with a number of credible product partners.

What you can Expect working with us?

Just as there are basic needs of life, there is also a level of prioritisation when it comes to Financial Planning. We will look at your needs, your goals, and your budget – and work out a plan from there. The main thing is to start with the basics, and build our way up to Financial Security.

– Maslow’s Approach

Our Easy 5-Step Process:

How Financially Fit are you?

Let’s have a bit of fun with no strings attached – take our 2 min Financial Fitness questionnaire, and let’s see where you’re at!

Investing

Growing your Wealth

At Gamma, we make your money work for you: We have various investment options available, from risk-adjusted options to tailormade investments to suit your individual needs and goals. We help you define your short and long-term goals and ensure the correct asset allocation to suit your investment needs. This in turn will assist with reaching your investment and financial goals.

Long Term Insurance

Life Risks & Life Cover

We offer tailor-made financial planning solutions with cover to suit your needs. We conduct a thorough Financial Needs Analysis as a starting point for our clients; this will help determine your specific needs regarding life cover, income protection cover, disability cover, and severe illness cover.
With the correct cover, you will be assured peace of mind that you and your loved ones are cared and provided for should something happen.

Short Term Insurance

Get Covered

We can make sure that you have the correct cover in place for your car, home, buildings, devices, etc.

Business Risk Insurance

Protect your Money-Maker

Responsible, future-focused businesses ensure that they have the correct structures in place to help protect the equity, assets, and business owners. Gamma Wealth will ensure that you have your ducks in a row when it comes to business cover and the legalities thereof. Chat to us about Business Risk insurance, Buy and Sell agreements, Contingent Liability protection, and Key Person cover.

Retirement Planning

Secure your Golden Years

Financial planning is crucial for retirement; it will influence and define your standard of living, and your financial freedom in your later years. Even if you don’t want to stop working – you want the financial freedom to have the choice; maybe your health will deteriorate, or, you want to take time off to travel, be grandparents, and enjoy your golden years. We help you with preretirement wealth creation, and post-retirement planning to secure a stable income for your future.

Wills & Estate Planning

Making the hard times easier

The allocation and division of assets after death is an emotional time for all. It’s drawn out and difficult for the people left behind if you do not have a clear Will in place – where an intestate succession will happen (the state will decide how your assets will be divided). A Will and Testament allows you to appoint a guardian (s) for minors and create a support structure for your children which will ensure that they are taken care of the way you intended. We have various tools at our disposal to assist clients with estate planning. We optimise the estate structure which will reduce your fees and other associated cost.