Strategy + 1.618 = Perfect Wealth
The 1.618 Golden Ratio is the structure for perfect synergy and growth, which is why we have personally adopted this principle as a firm. We implement sound strategies versus short-term tactics to generate long-term wealth and surety for our clients. We aim to aid you in achieving your future goals by customising wealth-building solutions for you and your business.

We pride ourselves in providing a holistic solution for each client. The 1.618 team is made up of highly skilled financial planners, whose objective it is to ensure that you have comprehensive cover in place to protect your family and loved ones. 1.618 Advisory Services will conduct a full financial needs analysis, arriving at the perfect number to create the ideal financial solution specific to you.

With services in short-term and life insurance, investments and health care products, we are dedicated to ensuring that you reap paramount benefits through our planners’ professionalism.

1.618 Advisory Services

Candice Giles

Brad Dreyer

Elmari Gates

Jeffrey Kahn

Ian Bryant

This department provides financial guidance and planning to clients, helping them to manage their investments and achieve their financial goals.

Financial Services

This department provides essential administrative and clerical support to ensure efficient operations within the organization.

Administrative Support

This department provides assistance and administrative support to brokers, enhancing their productivity and efficiency.

Broker Support

This department focuses on strategic oversight and decision-making within the organization.

Leadership

This department focuses on providing comprehensive financial advice and planning services to clients in relation to their wealth and investment management.

Wealth Management

This department provides financial guidance and planning services to clients to help them achieve their financial goals.

1.618 Advisory Services

Org chart

Teams

Financial Services

Administrative Support

Broker Support

Leadership

Wealth Management

Financial Advisory

Offices

1.618 Advisory Services

Org chart

Teams

Financial Services

Administrative Support

Broker Support

Leadership

Wealth Management

Financial Advisory

Offices

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