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James Guimaraens
Experienced and compassionate wealth advisor for individuals and families building long-term financial security – specialising in investment management, retirement planning, and estate planning with a personalised, transparent approach.
“Successful wealth management is a lifetime strategy, not a 10 year strategy.”
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Who am I?
I started my financial services career with Fidelity Asset Management in the UK in 1998.
On my return to South Africa, I joined M Cubed Capital before moving to Alexander Forbes Financial Planning Consultants as a financial planner. I was a member of the FPC Investment Committee, with offshore portfolios being my specific responsibility.
I am a specialist in both estate planning and portfolio management, and have been a regular contributor to the Alexander Forbes/Sunday Times Money Club and more recently, The Sterling Times.
I endeavour to make the complex world of wealth and investing clear and accessible to my clients and I pride myself on an empathetic and professional approach to resolving challenging financial issues.
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Who Do I Work With?
I work with a wide variety of clients, from executives and entrepreneurs planning their retirement to high net worth families with complex inter-generational planning requirements.
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My Approach
Simplicity
Structure the simplest solutions for the client’s requirements.
Empathy
Many clients find the world of personal financial planning to be complex and overwhelming, and this generates anxiety.
Partnership
Professional guidance based on real-world experiences gained from years of experience. We are jointly responsible for a successful outcome.
Long Term Custodians
Successful inter-generational planning requires a long-term relationship commitment.
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Outside Of Work
I grew up in Gauteng and relocated to Hilton in the Kwa-Zulu Natal Midlands in 2008. Since then I have commuted between home and our Sandton office, as most of my clients are Gauteng-based.
My main hobby is restoring and maintaining classic Jaguar motor cars and my workshop time is a welcome respite from the long hours spent at my computer during the week. My family and I also love the bushveld and travel regularly to the Lowveld.
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If You Remember One Thing
Successful personal financial planning requires paying attention to multiple different responsibilities which include investment structuring, tax efficiencies, and never losing sight of what my clients’ financial goals are.
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Memorable Moment
My first job in the investment industry was as a call centre agent for a UK investment company, Fidelity Asset Management, in 1998. I experienced the hubris and herd mentality of investors rushing into a bull market, and then the harsh reality of the 1998 market crash. It decimated the savings of short-term investors.
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What It's Like Working With Me
I focus on ensuring that I understand what the client really wants to achieve with their wealth, and then assist them in structuring their affairs in a way that resonates with their situation and their life experiences.
Your Next Step
The first step is a conversation.
Go beyond ordinary advice. Start a conversation with James today.
