...and applies the lessons from the past
GRAY CAPITAL
Gray Capital was formed with the concept of applying the best of breed structures that meet the needs of our clients. Gray Capital only hires the best Wealth Managers in the country, that provide exceptional service and advice to our clients- All Advisers have an Masters Degree and have completed their CFP.
Gray Capital provides Entrepreneurs, Executives, Director’s, Exceptional Professionals in various fields, and High Net Worth Individuals with financial plans that adds value to their Investment portfolio and protects their families wealth.
We combine the art of financial planning with science of investing to help our clients achieve their financial goals.
Gray Capital specialises with families with investible assets in excess of R5 Million in investible assets.
We have a developed a tier based system where those do not have the R5 Million in investible assets to pay a subscription to allow you to get access to would class service at a reduced rate.
01.
Wealth Management
- Local Investments
- Offshore Investments- Dollar, Pound, Euro
- Unit Trusts
- Retirement Annuities
- Endowments
- Tax Free-Savings Accounts
- Equities
- Structured Products and Notes
02.
Risk
Planning
- Life Cover
- Disability Cover
- Severe Illness Cover
- Estate Planning
- Business Assurance
- Key Man Assurance
- Buy and Sell Structures
03.
Multi-Family Offices
Structuring and
administrating Family Offices and
Multi-Family offices for Ultra High Net Worth FamiliesStructured Products and Notes
04.
Other
Services
- Wills and Legacy Planning
- International Structures
- Offshore Company and Trust Formation
- Business Planning and Analysis
- Fee based Portfolio Review
FEE BASED FINANCIAL PLANNING PLANS AND RATES
Essential Plan
Financial Planning Review that will help you understand your basic portfolio- with recommendations.Completely Independent and with no influence from any third party.
R 500
00
Once off ex VAT -
Independently review your existing policies
-
Financial Needs Analysis on Life Products
-
Retirement Tracking Snapshot
-
One Online Review, or Meeting
at our Office's.
Review Sample
You can upgrade your plan at a months notice.
*If we are appointed as your adviser on your policies there may be a *reduction in the monthly fees- *Product Specific
Our Advice fees are 0.5% ex Vat of the Assets Under Management, which are excluded from the monthly service fee
*If we are appointed as your adviser on your policies there may be a *reduction in the monthly fees- *Product Specific
Our Advice fees are 0.5% ex Vat of the Assets Under Management, which are excluded from the monthly service fee
Classic Plan
Review and Understand your portfolio, funds and structures.We will build and Implement a custom plan based on your needs and affordability.
R 1500
00
Monthly ex Vat -
Independently review your existing policies
-
Financial Needs Analysis
-
Investment Goal Tracking
-
Retirement Snapshot
-
Independently review your underlying Investments and make recommendations, on what the best fund formations should be based on your risk profile
-
Quarterly Investment Reports and Market commentary, with portfolio tracking
-
Annual Review on your portfolio Online or at our Offices
Review Sample
You can upgrade your plan at a months notice.
*If we are appointed as your adviser on your policies there may be a *reduction in the monthly fees- *Product Specific
Our Advice fees are 0.5% ex Vat of the Assets Under Management, which are excluded from the monthly service fee
Comprehensive Plan
Boutique approach to your portfolio, we assess every aspect of your financial needs- Local and Offshore Investments, Estate Planning, as well as legacy planning for your posterity. We will structure the plan, and modify it as your family situation changes- you will have access to the top advisers in the country to advise you on your portfolio.
R 2500
00
Monthly ex Vat -
Independently review your existing policies
-
Financial Needs Analysis
-
Retirement Tracking
-
Investment Goal Tracking
-
Independently review your underlying Investments and make recommendations, on what the best fund formations should be based on your risk profile
-
Quarterly Investment Reports and Market commentary, with portfolio tracking
-
Access to the latest product and investment enhancements available to your portfolio.
-
Due Diligence on Investment opportunities, offered by 3rd parties to you
-
Bi-Annual Review on your portfolio Online or at our Offices
Review Sample
You can upgrade your plan at a months notice.
*If we are appointed as your adviser on your policies there may be a *reduction in the monthly fees- *Product Specific
Our Advice fees are 0.5% ex Vat of the Assets Under Management, which are excluded from the monthly service fee
You can upgrade your plan at a months notice.
*If we are appointed as your adviser on your policies there may be a *reduction in the monthly fees- *Product Specific
Our Advice fees are 0.5% ex Vat of the Assets Under Management, which are excluded from the monthly service fee
Popular
Executive Plan
Having your own family CFO, that has all the skills required to execute and build your wealth. Gray Capital is completely independent and is available to you and your family to make sure that your Investments, Risk structures , and Financial plan is built for you using the best solutions with leading world institutions. We will make sure that you that you can focus on what made you wealthy, and not worry about what else needs to be done. We offer you piece of mind while knowing you have taken care of your wealth for future generations.
R 5000
00
Monthly ex Vat -
All the previous plan benefits including personal financial concierge service
-
Independently review your existing policies
-
Bi-Annual Financial Needs Analysis
-
Retirement Tracking Snapshot
-
Independently review your underlying Investments and make recommendations, on what the best fund formations should be based on your risk profile
-
Monthly Tracking Reports, Quarterly Investment Reports and Market commentary, with portfolio tracking
-
Bi-Annual and or Quarterly Review on your portfolio
-
Formulate Exit strategies from your businesses
-
Global Wealth formulation strategies
Review Sample
You can upgrade your plan at a months notice.
*If we are appointed as your adviser on your policies there may be a *reduction in the monthly fees- *Product Specific
Our Advice fees are 0.5% ex Vat of the Assets Under Management, which are excluded from the monthly service fee
*If we are appointed as your adviser on your policies there may be a *reduction in the monthly fees- *Product Specific
Our Advice fees are 0.5% ex Vat of the Assets Under Management, which are excluded from the monthly service fee
