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Our ServicesThis page will direct you to the financial services aspects offered by Unique Wealth. The services include our expertise in Financial Planning, namely Investment Planning, Retirement Planning, Estate Planning and Short-term Insurance.
How Unique Wealth can help youFew subjects are as intimidating as money. Although previous generations were able to succeed financially by practicing the same time-honored traditions as those who preceded them, it is no longer possible today. Today, more than a third of our incomes go to the tax collector. College and wedding expenses have never been higher. We’re changing jobs more frequently, and are faced with questions about employee benefits like never before —issues ranging from how to invest our retirement plan assets to the proper handling of brand-new employee share options — issues our parents and grandparents never had to face. We also move more often, marry more often and have children and grandchildren much later in life than did any generation before us. We also live longer than previous generations — so much so that most South Africans will be forced to contend with the issues of long-term care, if not for ourselves, then for our spouses, siblings, parents, in-laws or other relations. For many of us, all this creates the very real risk of not having enough money to retire comfortably, or being unable to leave a legacy for our spouses, partners, children and grandchildren. This is why so many of your friends, family, neighbors and co-workers have turned to Unique Wealth, an Independent financial services organization dedicated to meeting the needs and financial goals of each and every client, people just like you. Our CEO and founder, Dr.Gavin Bramley (DBA, MBA, B.Com, CFP (Honours); LIB(SA)) is a member of the prestigious Financial Planning Institute. He is also the author of the personal finance hand book, entitled Financially Free - Pay Yourself First published by Unique Wealth. Gavin has been involved in the Financial Services Industry since 1983. From 1997, he has been involved in presenting Retirement and investment seminars for employees and management of companies such as The De Beers Group, KZN Wildlife and Derivco. Gavin grew up in KwaZulu Natal and most recently obtained his Post Graduate Certified Financial Planner qualification with honours through the University of the Free State. His experiences at the helm of a number of business ventures that he has successfully set up and later sold, or that he has consulted to provides his business clients and students with that hands on approach and an understanding of their interests both personal and business that seldom exists in other advisory firms. Gavin is an expert in his field and it is no surprise that his time is in great demand, he advises and educates hundreds of people every year, either individually or in groups about Financial Literacy. Unique Wealth (Pty) Ltd is thus much more than a Financial Services firm. Our advice is provided on a full range of issues but is always independent and focused on the individual needs of our clients. Every client that comes to Unique Wealth enjoys professional guidance in the areas of education and retirement planning, insurance, mortgages, real estate, employee benefits and estate planning.
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