What We Do

Geach Donaldson and Associates (GDA) is an Independent financial advisory firm that was started in 1990 by David Geach. GDA has grown its team and abilities to provide holistic and independent advice that has since inception always been customer centered and is aligned to the needs of it’s clients.

Through the years the firm has prided itself in providing personal service to a range of clients specialising in investment, retirement, cash management, foreign exchange, tax and estate planning.

We recognise the growing need for holistic advice which ensures that all our clients’ needs from risk cover to investments and estate planning are aligned. This alignment allows for more comprehensive tax efficiencies and grants clients the peace of mind to know that every aspect of their financial wellbeing is cared for in one place.

Investment Planning

Through our strategic relationships we are able to provide sound independent and unbiased investment advice for our clients toward their discretionary investment needs. We have the capability of advising clients on both their offshore and local investment needs.

Investment Planning

Our investment strategies utilise some of the best of breed investment managers who consistently out-perform the general market. We further have access to a wide range of international and local solutions. We do this with a thorough understanding of the cost, estate planning and tax implications for our clients and we are transparent with all fees so you have peace of mind that all the fine print is fully disclosed.

Retirement Planning

We assist those in the process of building up their wealth to place their funds in suitable tax and cost efficient investments to help ensure a meaningful retirement. We are able to walk the path with both individual and corporate clients as they journey the build-up phase of Retirement funds and the transition from pre-retirement to post retirement.

Retirement Planning

At retirement age we have a wealth of knowledge and experience in helping clients invest in the most suitable structures and investments to meet their life and investment goals. We also offer our ongoing support within the retirement journey.

Estate & Trustee Services

We work alongside trusted Fiduciary services to create, plan and execute our clients Wills. With our thorough knowledge of our client’s family needs, financial affairs and personal desires we are able to professionally assist clients with this important part of their life’s journey.

Estate & Trustee Services

We act as independent Trustees for many testamentary and family trusts. We take this role seriously and bring a wealth of knowledge and skill to these entities and provide support to your loved ones throughout the process. We assist with the drafting of wills, the estate planning (to ensure sufficient liquidity and tax efficiency for beneficiaries) and the estate administration.

Risk Planning

Because life is uncertain we are able to advise our clients on their life and disability needs. We help clients avoid the risks of being under insured while at the same time endeavour to ensure our clients are not over-insured.

Risk Planning

In the event of you no longer being able to work, our aim is to ensure that you have sufficient cover in place to avoid having to use your retirement or other savings to cover your daily living expenses. Our insurance methodology is simple to understand with no ‘pay back schemes’ which generally leads to lower monthly costs.

Cash Management

Through our strategic relationships with some of South Africa’s largest banks we are able to open and manage current and fixed cash accounts for individual and corporate clients.

Cash Management

These accounts earn preferential interest rates and our team is able to offer excellent service in helping our clients maintain these accounts. These accounts are also helpful where clients want a degree of external control over accounts set up for their dependants.

Tax Services

We are able to assist our existing clients in preparing and submitting their annual Tax returns. We work with tax professionals who we also recommend for more specialised and complex returns.

Tax Services

Get in touch with us if you need any assistance here.

Foreign Exchange

We have created a specialist division within GDA to help our clients and affiliates to process and complete Foreign Exchange payments and receipts. We have been licenced by the Reserve Bank of South Africa since 2018 and since October 2022 have brought on a specialist, Debbie Hawtrey, to head up this division. Payments into and out of South Africa for Investment, Estate Late distributions, Business or personal reasons come with a level of bureaucracy and financial understanding which we are well equipped to assist with at favourable rates.

Foreign Exchange

If you have any forex related queries – please reach out to Debbie for a chat to ensure you are doing it the right way.

Contact Us

Experience personalised financial guidance with our expert team at GDA. Specialising in investment, retirement, cash management, foreign exchange, tax, and estate planning, we offer holistic solutions aligning risk cover, investments, and estate strategies. Our integrated approach ensures comprehensive tax efficiencies and complete financial wellbeing.