Our Mission
Define the future of investment growth.
Our Vision
To be Honest with our clients in all our dealings>
To show Loyalty to our group and our clients at all times>
To do business Ethically every time>
To understand that in all this we are Stewards of other’s wealth>
Our Story
It all started in 1997 with a dream to define the future of investment growth.
GFA Advice was established in 1999 as a closed corporation. Even in those early days, the organisation was laying a strong foundation for the financial services company it is today. GFA had humble beginnings trading as traditional stock brokerage, but broke new ground in the move to specialise in holistic investment management – earning fees rather than commissions.
Through strategic industry and geographical expansion, the Board of Directors of GFA Holdings aims to establish a market leading financial services group of companies that stand out as a beacon of honesty and integrity for all its stakeholders.
- Moved into own offices – Hampton Court
- Investment Manager Licence no 4721 (FSB)
- Discretionary Financial Service Provider Licence
- GFA Stable Fund of Funds Unit Trust Fund launched First share portfolio accounts opened and managed
- Achieved a milestone ZAR200 million under management
- USD 18 million offshore investments placed
- Mossel Bay office opened
- Mossel Bay branch moved into own offices
The Team
Jacques Cronje, Managing Director
Paul Hoenck, Investment Analyst
Frans Bilgnaut, Financial PlannerRE 1 and based in Polokwane
Johan Viljoen, Financial PlannerRE 1 and based in Mossel Bay, Western Cape
Renè le Roux, Qualified Short Term Insurance Adviser, Personal & Business linesRE 1 and based in Polokwane
Investment Philosophy
Diversification
We select investments across multiple sectors, industries, exchanges and currencies
Tax Efficiency
CGT is only realised when clients disinvest from funds and not when managers change asset allocation or security selection
Asset Allocation
The basis of wealth generation
Consensus View
Investment decisions made on the backing of sound research and by way of committee decision.