Six Steps, Total Clarity
Select a step to explore what happens and what you can expect.
Discovery
An initial conversation
We start by listening — your objectives, time horizon, values, liabilities and constraints. There is no obligation, and the conversation is confidential.
Needs & Risk Analysis
Understanding you properly
We assess your financial position, risk tolerance and capacity for loss, and — for institutions — your investment policy, liability profile and governance requirements.
Mandate Design
A solution built around you
We design a tailored mandate, investment policy or training programme, explaining the approach, the risks and all costs transparently before you commit.
Onboarding
Verification & documentation
Client onboarding and verification are completed through GIG Wealth’s established processes, including the identity verification required by South African law.
Implementation
Putting the plan to work
Your portfolio or programme is implemented using GIG Wealth’s institutional-grade platforms, products and operational infrastructure.
Reporting & Review
Ongoing accountability
Consolidated reporting across asset classes and custodians, and regular reviews to keep your strategy aligned with your goals as circumstances change.
What You Can Expect
Transparency
Clear explanations of our approach, its risks and all fees before you commit.
Senior Attention
Direct access to experienced leadership throughout the relationship.
Consolidated Reporting
One view across asset classes, jurisdictions and custodians.
Regulatory Protection
Every service rendered within GIG Wealth’s FSCA-regulated licence.
Confidentiality
Your information handled in line with the Protection of Personal Information Act (POPIA).
Aligned Interests
Transparent fee structures and an unwavering fiduciary commitment.
Ready for step one?
Contact our onboarding team or book a discovery conversation.
