ESTATE PLANNING
- Wills & Trusts Services
- Life Assurance Products
DISABILITY PLANNING
- Disability Assurance
- Disability Assurance
RETIREMENT PLANNING
- Pension Funds
- Retirement Annuities
INVESTMENT PLANNING
- Wealth Creation
- Education Plans
- Bond Redemption
WELCOME TO GLADWYN HESLOP AND ASSOCIATES CC
Gladwyn Heslop and Associates cc (GHA) is a proudly independent Financial Planning Firm, established in 1990. GHA has created an exceptional name in the marketplace and prides itself on building lifetime relationships with clients and staff alike.
GHA strives to give caring, committed and personalized service to all their clients, many of whom have been loyal clients since the day it opened its doors. With its highly qualified staff, vast experience, speedy and friendly service and correct advice, all clients’ interests are nurtured with the utmost care.
A REGISTERED FINANCIAL SERVICES PROVIDER FSP LICENCE NO. 19002
COMPANY HISTORY
ABOUT US
Gladwyn Heslop & Associates cc (GHA) is built on sound principles and values; we never deviate from using financially sound insurers and investment houses.
We focus on providing a holistic view of your financial lifestyle and uses realistic financial assumptions over the shortest time frames. Investments are viewed as medium to long term affairs and are diversified in order to reduce risk.
We are able to offer the entire spectrum of risk and makes sensible investments at sensible prices through reputable companies. The goal is not to chase short term returns, but rather create and preserve wealth on a long term basis.
We pursue a holistic and sustainable view of your financial lifestyle including advice of financial management, risk planning, investment planning, asset management, taxation planning, retirement planning and estate planning.
We look at your existing circumstances; understand your goals; strategically plan your future investment and financial future with you; taking tax and estate planning into account to optimize your wealth creation.
Gladwyn Heslop has been practicing as an Independent Broker since 1st August 1984. He is a member of Masterhead Financial Advisers Association, a professional body of the Financial Services Industry.
He is a proud member of the Masterhead Financial Advisers Association, which provides him with services such as compliance, practice management and technology support by virtue of his membership.
Gladwyn specializes in Succession planning; structuring of Trusts; Tax advice and Estate planning.
SERVICES
Financial Lifestyle Overview
People set many goals: out of necessity, want, desire, fear of loss and the pleasure of attaining the goal.
Wealth & Retirement Planning
Our aim is to maximize your returns in varied areas and ensure your independence at retirement taking tax and estate planning into account to maximize your wealth.
Budget Structuring
We assist our clients in structuring their personal family budgets in accordance with their income and expenses.
Investment Planning
Investments are diversified, locally and abroad to reduce risk. We will look at all investment options including unit trusts, linked products, share portfolios, tracker funds and tax efficient investments.
Risk Issurance
The entire range of risk cover is offered including personal life cover, lump sum disability cover, income replacement plans, dreaded disease cover and children’s education cover.
Personal Tax & Estate Planning
We advise on your current tax situation, complete and submit your tax return for you. We take care of all the paperwork.
LAST WILL AND TESTAMENT
Do you have a Will?
Will updated?
Do you need a new Will?
TRUSTS
Do you have a Trust?
Do you need assistance with setting up a trust?
CONTACT US
Address: 382 Devereux Drive, Winchester Hills, 2091
Tel: 011 680 5572 – 011 680 5571 – 011 021 4868
Email: gladwyn@gheslop.co.za
gladwyn.heslop51@gmail.com
Would you like to speak to one of our financial advisers over the phone? Just submit your details and we’ll be in touch shortly. You can also email us if you would prefer.