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Investment minimums

R1m < R5m

Raoul Gordon

I’m a Certified Financial Planner® practicing in South Africa, with clients in all major cities across the country. I’m also a qualified attorney. Living in Cape Town, I’m married to Simonne and we have four-year-old twins.

3 Spurwing Avenue Century View Century City, Cape Town, South Africa

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income
Contact details:

082 XXX XXXX

rgordon**************o.za

Reveal contact details

Raoul Gordon

I’m a Certified Financial Planner® practicing in South Africa, with clients in all major cities across the country. I’m also a qualified attorney. Living in Cape Town, I’m married to Simonne and we have four-year-old twins.

   Visit website

Investment minimums:

R1m < R5m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

3 Spurwing Avenue Century View Century City, Cape Town, South Africa

Get directions

Contact details:

082 XXX XXXX

rgordon**************o.za

Reveal Contact Details

About

About Bay Union Financial Services

Founded in 1990, Bay Union is an independent organisation that provides clients with a wide range of innovative and specialised financial services. Our creative use of investment and insurance-related products and risk-management techniques, combined with cutting-edge technology and experienced, high-quality staff, have ensured Bay Union’s strong position in the various industries in which it operates. The ability to deliver a quality investment consulting service to individuals is one of our most important strengths. Our investment process is systematic and disciplined and our advice is backed by robust analysis and research. We perform risk management as well as geographic and asset allocation reviews on an ongoing basis, in line with market conditions and our clients’ continually reassessed investment objectives and risk tolerances.

Service offered

Investments & savings

Get help choosing the best way to invest for your goals, whether it be buying a home, a child’s education or to save an emergency buffer for unforeseen expenses. Assess investments matched to your time frame and your risk appetite to achieve you goal.

Offshore investing

Get help diversifying your investments beyond South Africa’s border and assessing offshore investment opportunities.

Pre-retirement planning

Get help making sure you have enough to live on when you stop working.

Retirement income

Get help ensuring that your retirement income covers your costs and lasts your lifetime.

Additional services

Get help protecting you and your family and ensuring future financial support to your beneficiaries.

Get help planning your legacy, minimising any future tax burden and ensuring the expressed distribution of your assets.