For your future, every step of the way.
At Graviton, we value the relationship between you and the person you trust the most when it comes to your future. It’s the one relationship that has an effect on every other one.
Whether you’re looking for the right financial plan, the best investment to match your needs or the right partner to further your business, Graviton is right there, through it all.
For individuals
Our advisors are committed to fulfilling their clients’ needs by helping with the planning and achievement of financial goals and dreams. We do this by conducting a comprehensive overview of your financial needs and help you with structuring a personalised financial plan to match your income and life stage.
Our Graviton Advisors:
- Help you make informed decisions about your money to achieve your goals.
- Provide expert advice to assist with all your financial planning needs.
- Assist you with a tailored financial plan for your specific needs.
Your future is built on what you choose to do today.
Investing in the right funds at the right time is everything, especially when it comes to your future. That’s why our advisors work with you to make sure they know what you want out of that future, so they can advise the right investment solutions to make it happen.
It all starts with a plan.
The question of retirement comes with a lot of questions. That’s why we’re committed to giving hard- working professionals like you the trusted advice you need, and the plan to go with it. When you have that, we believe you have everything you need for your future.
Estate planning includes wills, local and offshore trusts, asset restructuring, business assurance, succession planning, tax considerations and offshore structures. Our advisors also deal with deceased estates which is a specialised field.
Our fiduciary advisers can help you to draft your will, which stipulates how your estate should be divided when you pass away, ensuring that it meets your needs and all the necessary legal requirements.
We also have the expertise to advise on local and offshore trusts.
Advice for your business
Financial wellness, impacts employee productivity and general wellbeing. Employers and employees will benefit from improved financial outcomes generated by the benefits offered to them in the workplace.
Our Graviton Advisors assist with:
- Investment choices
- Contribution decisions
- Retirement planning
- Lack of preservation
- Insurance shortfalls
- Healthcare needs
- High levels of debt
Employers and employees will benefit from improved financial outcomes generated by the benefits offered to them in the workplace.
Our Graviton advisors assist employees with personal financial advice on how to maintain their lifestyle, create financial independence and build wealth.
- Wealth management that augments the fund’s benefits
- Tailored financial plan construction with continual review
- Appropriate financial solution selection
Independent and holistic financial advice (Independence of advice and independence in terms of the solution we provide) - Offering financial solutions from all product providers
Benefits for employees and trustees
- Retirement focused workshops
- Individual enquiries
- Wellness days
- Employee Value Proposition
Peace of mind for the individual
- Oversight
- Quality control
- Preferential rates
- Alignment of advice pre and post retirement
- Accessibility