GDC Group, offers 20+ years of expertise in tailored financial planning solutions. This includes tax and accounting services, personal and business financial planning, insurance and estates.
1 customer review
Marius Maré
Tax Preparation
Thank you Richard for your guidance
Reply from GDC Group
You are most welcome Marius! I am thrilled that we could get you sorted and keep you as a happy customer!
Estate Planning and Wills
Wills are the first stop to financial planning since they are the end point of a person's life. All planning needed to be tied up and spoken for with the will, including personal and business interests.
Retirement Planning and Investments (Onshore and Offshore)
We able to offer to multiple investment solutions, depending on your personal goals and current needs. We are not just going to try sell you a Retirement Annuity for the sake of selling! That may not be the best option for your needs! We listen to you and get a better holistic image of your current situation and what your future need and goals could be - then we can provide some recommendations to match those and explain the differences between the options so that YOU the client can be part of the decision making process.
We have created the FRIENDS approach to ensure you stay a happy and covered “friend” of ours through your lifecycle and life changing events.
The FRIENDS approach stands for:
F – Fresh
R – Recommendations
I – Including
E – Educating you
N – Now on
D – Different
S – Solutions
Private Investment Clients (Bespoke Portfolios)
We able to offer to multiple investment solutions, depending on your personal goals and current needs. These solutions are aimed at High Net-Worth clients that may want to be able to cherrypick specific local and international stocks or may just want more international exposure to their wealth.
We have created the FRIENDS approach to ensure you stay a happy and covered “friend” of ours through your lifecycle and life changing events.
The FRIENDS approach stands for:
F – Fresh
R – Recommendations
I – Including
E – Educating you
N – Now on
D – Different
S – Solutions
Risk Cover (Life, Disability, Severe Illness/Dread Disease)
We are able to provide cover for you in your personal capacity, be in Life Cover, Disability Cover, Income Protection or Severe Illness Cover. The BIGGEST difference we can offer our clients is cover for their whole lives, but having the client only pay for this cover up to a retirement age that they set (between ages 55-70). The client does not have to actually retire at this age - it is just the age when the client will be able to stop paying for the cover and still keep it in place.
This means that the payment for these policies will not affect retirement savings and this will avoid the risk of a policy lapse when you are older and need it the most.
We have created the FRIENDS approach to ensure you stay a happy and covered “friend” of ours through your lifecycle and life changing events.
The FRIENDS approach stands for:
F – Fresh
R – Recommendations
I – Including
E – Educating you
N – Now on
D – Different
S – Solutions
