Wealth Creation

One of the key objectives that we all share is that we all wish to be financially independent. We believe that wealth creation is consistency over time, allow us to partner with you and offer a comprehensive plan that considers all your needs and employs your savings to achieve the most favourable return. There are various investment options that you can consider when deciding on the best path to follow in order to create wealth.

 

RETIREMENT SAVINGS

Investing through a retirement annuity fund will allow your savings to be exposed to growth assets such as shares, properties, bonds and cash. At retirement age you can take up to one-third as a cash lump sum and the balance taxed at the applicable rate at the time of your retirement. A portion of or the full lump sum may be tax free. The remaining two-thirds of the proceeds must be utilized to purchase a compulsory annuity which will provide regular income.

To ensure a happy and stress free retirement, a solid financial plan is essential. Your contributions at present will determine what dreams you can achieve at retirement, that why it is vital to start planning retirement early. Attaining a comfortable retirement is a thorough process that requires sensible planning and persistence through the years. Even during retirement, managing your assets is a continual responsibility and your plan should be reviewed annually.

 

PROPERTY INVESTMENTS

Developing a portfolio of buy-to-let properties has become a favored strategy for long-term investment. The GK Group possesses a team brimming with expertise and experience, poised to guide investors through the intricacies of assembling a property portfolio designed to ensure financial security for the future.

With a comprehensive range of skills and specialized departments within the GK Group, we are fully equipped to support you in expanding your property investments.

 

DISCRETIONARY INVESTMENTS

A discretionary investment is either a capital lump sum or monthly committed investment placed in a unit trust, tax-free investment, endowment or money market fund to achieve a particular purpose within your financial plan.