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FINANCIAL ADVICE & SERVICE

 

For professional financial advice and service look no further than Gregory Basson Bcom CFP Bmin

ABOUT GREGORY BASSON

Gregory Basson Bcom CFP is a certified financial planner who has been advising and guiding businesses and people for over 20 years on how to master their money and create real wealth for themselves and their families.

MY VISION

To help my clients realise their financial goals and dreams by providing bespoke value added financial solutions to their financial needs. 

To protect businesses from liquidation and families from financial suffering.

To provide my clients with regualer feedback on their investments and financial planning.

​SERVICES

PROFESSIONAL ADVICE

  • Retirement planning

  • Retrenchment & resignation

  • Early settlement of home loans

  • Debt reduction

  • Bond assurance restructuring

  • Real growth investments

  • Property investments

  • Tax free investments

  • Income Tax reduction

  • Financial fitness 

  • Wills & Trusts

 

PROACTIVE SERVICE

  • Monthly investment performance monitoring

  • Annual investment planning review

  • Annual insurance premium review

  • Distribution of tax contribution certificates

  • Updating of Wills & Trusts

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