Wayne Thomason Email and Phone Number
Accredited Financial Consultant with 16 years experience in the Industry (Over 40 years in Financial Services with a Certification in Banking) specializing in Independent Investment Advice largely in the Offshore Wealth environment.I offer worldwide exposure to Investment growth offer worldwide exposure to Investment growth with a diversity of options on a variety of World Class Loan Note Investments, Offshore Property and Citizenship Assistance, thereby providing wealth growth into a Stable Environment with a Currency Hedge against a depreciating Rand.with a diversity of options on a variety of World Class Loan Note Investments, Offshore Property and Citizenship Assistance, thereby providing wealth growth into a Stable Environment with a Currency Hedge against a depreciating Rand.Our range of products have been highly researched and have passed our own Due Diligence process. We smooth the Application and AML process taking pride in Service Excellence, delivering from an array of Reputable Products Providers. Relationships are long-standing keeping abreast of latest developments plus reviewing portfolios as circumstances dictate. in addition, I have a limited number of long- standing HNW Clients in the local Investment market offering:-Personalized and Tailor-made Financial Planning with specific emphasis on Investment.Retirement Planning Offshore Preservation & Wealth Structuring via Tax Efficient Products and PortfoliosOffshore Property Investment and Citizenship Assistance Full Financial Needs Analysis and Wealth Management ProjectionsWills and Trust Planning with added Cash/ Liquidity PlansEstate PlanningWealth ManagementHealth & Gap CoverTax PlanningBusiness Risk Planning and AssuranceBanking, Property and Instalment Credit Advice
Gladstone Associates Provident
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Regional Sales DirectorGladstone Associates Provident Nov 2024 - PresentSouth AfricaGladstone Associates Provident (GAP)"Where Independent Financial Advisers (IFAs) find the best investment funds for their clients' portfolios."At GAP, we understand the importance of providing robust, fixed rate investments that give your clients peace of mind while enhancing their earnings. Our expertise and knowledge ensure you receive the best possible products making us your trusted partner in investment solutions. Our services enable you to focus on building client… Show more Gladstone Associates Provident (GAP)"Where Independent Financial Advisers (IFAs) find the best investment funds for their clients' portfolios."At GAP, we understand the importance of providing robust, fixed rate investments that give your clients peace of mind while enhancing their earnings. Our expertise and knowledge ensure you receive the best possible products making us your trusted partner in investment solutions. Our services enable you to focus on building client relationships, confident in the knowledge that you have access to top-tier investment products and unmatched support. We are dedicated to helping IFA firms grow their business and offer competitive commissions and free lead generation services. Show less -
AssociateNetco Risk Management Nov 2024 - PresentSouth AfricaInvestment Consulting -
Wealth Management SpecialistRockfin Wealth Management Sep 2018 - Nov 2024Sandton/ RandburgWealth Management Financial Advice incorporating:* Offshore Investments & Pensions (40 ee)* UK & German Property Buy to Let Investment * Citizenship via Investment/ 2nd Passport Programs* Retirement Planning and Structuring * Discretionary Investment Planning * Risk and Ancillary Benefit Planning * Estate Planning* Wills and Liquidity Plans* Medical Plans -
Senior AssociateHolborn Assets Llc Apr 2022 - Mar 2023South AfricaOffshore Investment & Pensions, Property Investment & Citizen Assistance -
Financial AdvisorRegal Financial Group Mar 2012 - Aug 2018Rivonia Boulevard
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Financial ConsultantPrivate Wealth Management / Old Mutual Oct 2010 - Feb 2012 -
Financial PlannerHereford Financial Services Jul 2009 - Sep 2010
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Sales DirectorDimension Asset Finance May 2005 - Jun 2009City Of Johannesburg, Gauteng, South AfricaSpecialists in Asset Based and Commercial Industrial Property Finance Broking
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Business Develop ManagerNedbank Corporate And Investment Banking May 2003 - Apr 2005City Of Johannesburg, Gauteng, South AfricaSupplier Manager: Corporate Banking Asset Based Finance -
Business Development ManagerBoe Corporate Property Finance May 1999 - May 2003City Of Johannesburg, Gauteng, South AfricaAssisting High Profile Clients raise Property Finance Funding
Wayne Thomason Skills
Frequently Asked Questions about Wayne Thomason
What company does Wayne Thomason work for?
Wayne Thomason works for Gladstone Associates Provident
What is Wayne Thomason's role at the current company?
Wayne Thomason's current role is 'Creating Local & Offshore Wealth Independence & empowering Financial Advisors to grow their Clients Wealth'.
What schools did Wayne Thomason attend?
Wayne Thomason attended University Of Pretoria/universiteit Van Pretoria, Damelin, Damelin.
What skills is Wayne Thomason known for?
Wayne Thomason has skills like Retirement Planning, Investments, Wealth Management, Strategic Financial Planning, Portfolio Management, Retirement, Investment Advisory, Financial Analysis, Estate Planning, Insurance, Asset Allocation, Financial Advisory.
Not the Wayne Thomason you were looking for?
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1wbsupply.com
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Wayne M. Thomason
Crofton, Md1braintrust-us.com1 1619358XXXX
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Wayne Thomason CIWFM
Managing Director / Hvac Asset Management And Verification SpecialistDoncaster -
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