Wayne Thomason

Wayne Thomason Email and Phone Number

'Creating Local & Offshore Wealth Independence & empowering Financial Advisors to grow their Clients Wealth' @ Gladstone Associates Provident
Wayne Thomason's Location
Gauteng, South Africa, South Africa
About Wayne Thomason

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

Wayne Thomason's Current Company Details
Gladstone Associates Provident

Gladstone Associates Provident

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'Creating Local & Offshore Wealth Independence & empowering Financial Advisors to grow their Clients Wealth'
Wayne Thomason Work Experience Details
  • Gladstone Associates Provident
    Regional Sales Director
    Gladstone Associates Provident Nov 2024 - Present
    South Africa
    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… 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
  • Netco Risk Management
    Associate
    Netco Risk Management Nov 2024 - Present
    South Africa
    Investment Consulting
  • Rockfin Wealth Management
    Wealth Management Specialist
    Rockfin Wealth Management Sep 2018 - Nov 2024
    Sandton/ Randburg
    Wealth 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
  • Holborn Assets Llc
    Senior Associate
    Holborn Assets Llc Apr 2022 - Mar 2023
    South Africa
    Offshore Investment & Pensions, Property Investment & Citizen Assistance
  • Regal Financial Group
    Financial Advisor
    Regal Financial Group Mar 2012 - Aug 2018
    Rivonia Boulevard
  • Private Wealth Management / Old Mutual
    Financial Consultant
    Private Wealth Management / Old Mutual Oct 2010 - Feb 2012
  • Hereford Financial Services
    Financial Planner
    Hereford Financial Services Jul 2009 - Sep 2010
  • Dimension Asset Finance
    Sales Director
    Dimension Asset Finance May 2005 - Jun 2009
    City Of Johannesburg, Gauteng, South Africa
    Specialists in Asset Based and Commercial Industrial Property Finance Broking
  • Nedbank Corporate And Investment Banking
    Business Develop Manager
    Nedbank Corporate And Investment Banking May 2003 - Apr 2005
    City Of Johannesburg, Gauteng, South Africa
    Supplier Manager: Corporate Banking Asset Based Finance
  • Boe Corporate Property Finance
    Business Development Manager
    Boe Corporate Property Finance May 1999 - May 2003
    City Of Johannesburg, Gauteng, South Africa
    Assisting High Profile Clients raise Property Finance Funding

Wayne Thomason Skills

Retirement Planning Investments Wealth Management Strategic Financial Planning Portfolio Management Retirement Investment Advisory Financial Analysis Estate Planning Insurance Asset Allocation Financial Advisory Banking Asset Management Investment Strategies Mortgage Lending Risk Management Fixed Annuities Financial Services Credit Finance Pensions Loans Financial Modeling Wealth Financial Planners Retail Banking Life Insurance Strategic Planning Financial Risk Long Term Care Bonds Derivatives

Wayne Thomason Education Details

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.

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