Sales

Gauteng

Johannesburg +27 11 214 8111

Western Cape

Cape Town +27 21 446 2182

Eastern Cape

Port Elizabeth +27 41 363 4632

Kwa-Zulu Natal

Durban +27 31 576 5090

We make ourselves available for your calls at all times to ensure you receive the highest level of service.

sales@gt247.com

Walk in Centres / Postal Addresses

Global Trader is represented in 4 regions.

	Postal Address	Johannesburg	Durban	Cape Town
	Postnet Suite 247 Private Bag x1 Melrose Arch 2076	3rd Floor 10 Melrose Boulevard Melrose Arch Johannesburg	2nd Floor Villa Avant Garde 96 Armstrong Avenue La Lucia Ridge Durban	Suite 329, 3rd floor Sovereign Quay 34 Somerset Road Green Point Cape Town

Adrian Lotz: CA(SA), CFA

Adrian was born in Kokstad in 1977 and matriculated from Selborne College, East London in 1995.

After completing his B Com (Honours) degree at the University of Port Elizabeth, Adrian joined Deloitte and served his articles in FIST Johannesburg and Bermuda (JIT) qualifying as a Chartered Accountant in 2002. Adrian then settled in London where he spent 6 years with Barclays Capital in interest rate and FX derivative sales. Adrian also obtained his CFA (Chartered Financial Analyst) in 2006.

Chad Noble: B Com Rationum (Hons), CA(SA)

Chad was born in PE in 1977 and matriculated from Grey High School in 1995

After completing his B Com Rationum (Honours) at the University of Port Elizabeth and serving articles with Deloitte, he qualified as a Chartered Accountant in 2004. Chad then moved to London and has spent the past 5 years with Morgan Stanley as a Senior Vice President in the Institutional Equities Division. There he specialised in equity research focusing on the analysis and valuation of listed and unlisted companies for investment purposes

Chad was also responsible for launching new equity research products in the US, Europe, Asia Pacific and Africa and also collaborated with Morgan Stanley Investment Management to launch a retail fund into the European market

Plan
Tax & Estate Planning

Estate planning forms an essential pillar of every person’s financial plan.

Planning how your assets should be distributed after your death should be considered alongside your retirement planning, disability planning and other aspects of financial planning so that you have a holistic financial plan.

Estate: What will happen should you die intestate (without a will)?
Who will manage the distribution of your assets?
How will my estate be taxed? Do you have structures put into place to ensure maximum tax efficiency and minimum burden on your estate?

We will assist you with the above questions, and structure your estate in a way that ensures maximum tax efficiency, but more importantly, ensures that your loved ones are taken care of in the best possible way.

Plan
Investment Products

Every person is unique.

Through the various products offered, we endeavour to find the investment solution that best suites our clients risk profile and financial goals.

	Collective investments: These are investments into a range of unit trust funds specifically chosen to manage growth and risk expectations			Shares/Equities: Outsourced to strategic partners with a wealth of experience and a variety of investment strategies

	Bonds/Fixed deposit and money market: We have contracts with all financial institutions. Let us source the best rate for you.			Structured products and alternative investments: Innovative investment solutions allowing you to achieve your financial goals within the parameters of your risk profile, making use of cost efficient products, including hedge funds.

	Access to top international fund managers and products			Asset Swaps: The ability to protect against rand weakness without moving funds directly offshore.

Plan
Financial and retirement planning

Are you one of the 6% of South Africans able to retire financially independent at age 65?

Don’t procrastinate and put off the decision hoping the problem away. You are never too old or too young to start preparing for your retirement.

Financial planning is an essential part of everyone’s lives.

The first step in this process is to analyze your current financial position and determine what your unique financial needs and objectives are.

We at GT Wealth do not have a one size fits all approach.

We work with you to develop a strategy designed to achieve your individual retirement objectives.
We use computer analysis to help us determine the best way to achieve those objectives and also whether there are any shortfalls in your existing financial planning that we could assist you with.
Your financial plan is your financial foundation but can change as personal circumstances and markets change over time. We suggest you review your plan annually.
We provide you with ongoing service and advice to help you to stay focused on your financial goals.

To allow for professional and ongoing planning, your financial plan will follow a concise sequence tightly correlated to your age, circumstances and financial status.

As you progress through the phases of your life cycle, you can shift your focus from a focused protection strategy to a retirement saving and asset accumulation strategy.


Getting married or still single,often very little thought into financial planning, but let it be known this is the best time to start	Must have liquid cash in case of an emergency, limited relatively inexpensive death cover and ensure you are able to protect your income in case of disability. There is a requirement to start retirement planning	Establish financial needs analysis. Create emergency fund/life cover including bond cover. Start RA savings. Debt consolidation
Career development becomes important and there is a need to focus on your family and its well being	Cover for outstanding risk gaps, including dread disease. Fund educational costs Start pre-fund for post retirement medical costs.	Life cover/disability cover. RA contributions increase Education Savings fund Dread disease Will
You have reached the height of your career, and entering into a mature value system. Family is older and you may have grandchildren to consider.	There is a concerted effort to ensure that you have accumulated enough Assets to sustain your retirement, and more focus is put into saving for retirement	Life cover/disability cover. RA contributions increase Second Property Pegging of Estate Business assurance consideration if needed
There is a heightened awareness of retirement planning as your physical capabilities decline and you enter the first stages of the “Empty nest” syndrome.	Continue to accumulate investments and assets as you set forth on your retirement plan. The ability to save tax becomes a requirement.	RA Investments Estate Duty Cover Endowment as part of retirement planning
You have achieved your personal goals and enjoying your retirement. Continue to manage your cash flows and focus on keeping your tax to a minimum	Time to get your estate in order and plan the distribution of your assets. Your biggest aspiration is to ensure your income is sufficient to cover your needs and wants.	Living Annuities Estate Duty Cover Plan – Liquidity Unit Trusts Will review and focus on legacies Donations Trusts

Plan
An overview

Financial planning is the process whereby an individual sets forth a plan to ensure that both their needs and wants are catered for upon retirement. While setting out to achieve this plan certain events are unpredictable, like early death or disability and these events need to be considered.

At GT Wealth we have set about helping you as the investor create, implement and refine your financial plan utilising the following Investment Philosophy

Have a sound financial plan
Manage risk by diversifying your portfolio
Always consider your investment as a whole
It’s time in the market that counts, not timing
Cash is unlikely to beat inflation over the long-term
Invest regularly for the best returns
Invest with a partner (company) experienced in managing different market conditions
Everyone’s solution is unique

GT Wealth is powered by Quantum Investments (Pty) Ltd a niche financial advisory company that uses its experience in investment management, business management and tax structuring to offer an all-in-one financial service to clients, allowing us to focus on individuals as well as corporate.

To allow for professional and ongoing planning a financial plan follows a concise sequence that is tightly correlated to your age, circumstances and financial status. As individuals progress through the phases of the life cycle, they can shift their focus from a focused protection strategy to a retirement saving and asset accumulation strategy.

GT Wealth advises across the entire product range that Global Trader and Quantum Investments offer, this includes:

	Short term trading (CFD, OTC Futures, Mini CFDs and Binary Options)		Managed trading

	Managed portfolios (CFD and Equity)		Investments (local and off shore)

	Asset protection		Personal assurance

	Retirement planning		Tax and estate planning

Gauteng

Western Cape

Eastern Cape

Kwa-Zulu Natal

sales@gt247.com

Walk in Centres / Postal Addresses

Plan
Tax & Estate Planning

Plan
Investment Products

Plan
Financial and retirement planning

Plan
An overview

Short term trading

Managed trading

Managed portfolios (CFD and Equity)

Investments (local and off shore)

Asset protection

Personal assurance

Retirement planning

Tax and estate planning

Futures & Forex

CFDs

Equities

Trading Assistance

The Wire

Terms & Conditions

Complaints

Gauteng

Western Cape

Eastern Cape

Kwa-Zulu Natal

Walk in Centres / Postal Addresses

PlanTax & Estate Planning

PlanInvestment Products

PlanFinancial and retirement planning

PlanAn overview

Short term trading

Managed trading

Managed portfolios (CFD and Equity)

Asset protection

Personal assurance

Contact GT Wealth

Global Trader Login

Plan
Tax & Estate Planning

Plan
Investment Products

Plan
Financial and retirement planning

Plan
An overview