How We Help You

GYC’s ethos is antithetical to many cookie-cutter, one-size-fits-all financial plans in the market. We don’t believe in selling a particular product as every individual has different needs and ambitions. Working with numerous experts and specialists in the field, we tailor a plan that evolves and grows with you.

Our process places the client first and allows us to go beyond investments, keeping you anchored and secure in an increasingly volatile world. By managing some of the things that matter to you, we help put your mind at ease so that you can focus on what’s important.

Who wouldn’t want to achieve their ideal lifestyle?

We can help with that. Some common areas we could take a look at include:

Growing Your Capital

Perhaps you have dreams of seeing the world, being a home-owner, seeing your children through university, retiring early, or supporting your loved ones. These dreams all require capital. We can help streamline expenses like taxes and provide the instruments required to grow your capital without taking on more risk than you need.

Matters Beyond Life

When we consider a life lived, we often ask ourselves, ‘What mark are we leaving on this world and those we leave behind?’ We can help tackle related issues like providing for your loved ones and setting up funds for causes you care about that will persist to impact the world even after you are gone.

Taking Care of Business

Being your own boss can be both liberating and stressful — taking care of your employees, managing risks and cashflow, or eventually having an exit or succession strategy in place for retirement. Currently serving over 200 corporate clients, we lighten that load so you have time for the things that matter most in your life.

Our client-centred Wealth Management Process enables us to assess your situation holistically so we can help you get to where you want to be.

1. Pre-Discovery

  • Are we the right fit?
    Our process begins finding out where you are now — your current needs, concerns, and circumstances — to assess if we are able to help you get to the financial future you desire.

  • We only onboard clients that we are able to add tremendous value to. If we feel that you will be better served by another firm, we will do a referral instead.

2. Discovery

  • Share with us about who you are and the challenges you face in your financial life, and we’ll look at how we can help you maximise the possibility of achieving your financial goals.

  • Total Client Profile
    Based on what you’ve shared, we’ll create a summary of your financial history, circumstances, and goals

3. Investment Plan

  • We’ll give you your bespoke plan and present you with our recommendations on how to get you to where you want to be.

  • Investment Plan
    A personalised investment plan to reach your goals

  • Investment Policy Statement
    An outline of our investment strategy and process

4. Mutual Commitment

  • We’ll make sure we’re all in agreement and on the same page before signing the documents to put your plan into motion.

5. Follow Up

  • We’ll meet up for a scheduled check on your plan to see if any adjustments are needed, and pass you a folder with all your important paperwork.

6. Regular Progress

  • Regular scheduled meetings to ensure that everything remains on track and to update your plan with any significant life events.

Schedule a Consultation

If you’d like to find out more about us, why not meet up with us for a complimentary, no-strings-attached session with one of our advisers? Talk to us and see if we’re a good fit for what you’re looking for.