Goodwill Solutions
28 Azalia Road, Atlasville, Boksburg, 1459, South Africa
(1)
28 Azalia Road, Atlasville, Boksburg, 1459, South Africa
(1)
Goodwill Solutions is an independent financial planning brokerage, offering bespoke long and short term insurance products, local and offshore investment and retirement savings solutions. Medical aid and Gap cover. Estate planning, Will and Testament, Trusts (inter-vivo or Testamentary).
1 customer review
Dianne Bedworth
After a casual chat with Gavin Powell, I realized that I needed his expertise in my Estate and Financial planning. Since appointing Gavin as my Financial Advisor, he has improved my long-term financial situation, even during the Covid lockdown.
Gavin keeps up-to-date with global markets and constantly looks for way to improve my long-term financial situation. He has worked with me as my personal situation changed and continues to give me logical and sound advice.
I highly recommend Gavin to assist in Estate and Financial planning, knowing he does it with passion, keeping his clients' best interests in mind.
More...
Reply from Goodwill Solutions
Thank you Dianne, I appreciate your feedback as a valued client.
What do you love most about your job?
Being able to assist clients in their time of need. Structuring your estate plan to get full value of it while alive, and leave a legacy when you pass. And when that day comes, being able to assure those left behind that everything will be fine, and be able to give them the space necessary to deal with the emotional side of trauma, while I take care in processing the claims to take care of the financial side of trauma.
What inspired you to start your own business?
I believe a business should arise out of a need. I believe clients need advisers that truly act in the interest of the client and not his own sales objectives and targets. I believe clients need and deserve advisers who assist with the education of financial services rather than pushing their product down your throat for the sales notch and commission. Being an independent adviser with a fee based practiced, I am able to rather focus on the needs of my client, and provide all products and solutions using a variety of service providers that are most suitable to their planning needs which provide value for money, and do so at their pace and affordability.
Why should our clients choose you?
I am straight forward, direct and honest with my clients, and do not rose tint what their financial situation is. Estate and Financial Planning is incredibly important and needs the respect it deserves. It is the clients plan and for their benefit, I provide the guidance based on knowledge and experience, and help implement and monitor it. I encourage my clients to be involved and active in their planning strategy to achieve their financial objectives.
Can you provide your services online or remotely? If so, please add details.
I can accommodate both face to face within the Johannesburg / Pretoria region, as well as Zoom or Teams platforms should distance be in greater Gauteng or, if preferable for client.
What changes have you made to keep your customers safe from Covid-19?
I am able to conduct a full fact finding and review over internet platforms such as Zoom. All documents can either be signed digitally or scanned through, alleviating time wasting.
Estate planning
Writing of Will and Testament
Appointment of executors and trustees
Insuring against fees on death
Investments
Investments for Retirement and short to medium term.
Endowments
Unit Trust
Retirement
Corporate schemes
Pension & Provident funds
Key man insurance
Medical aid
Gap cover
Group Risk
Buy & Sell insurance
Personal Insurance
Personal cover on life, disability & critical illness.
Bond cover
Short Term Insurance
Household, vehicle, building and other short term insurance needs.
