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GAIA Achieves Significant Milestones in Asset Management

In a remarkable development, GAIA Corporation, an independent financial advisor (IFA) headquartered in Shinjuku, Tokyo, has reported an impressive growth in its asset management services. As of September 7, 2025, the company has expanded its membership for the fee-based "Private FP Service" to encompass 900 households, marking a significant milestone in its journey since its inception in 2006. With the growing approval of its services from clients, GAIA has also achieved a total asset volume facilitated through Rakuten Securities of 80 billion yen as of the end of August 2025.

Since its establishment, GAIA has consistently focused on providing unbiased financial advisory services, with dedicated private financial planners (FPs) building long-term relationships with clients and their families. This relationship-centric approach has enabled GAIA not only to assist clients in growing their wealth but also to help them engage meaningfully with their assets, particularly for families on the cusp of retirement.

Membership and Asset Statistics

The membership growth reflects the effectiveness of GAIA's services, with around 95% of members renewing their contracts. Notably, approximately 40% of new contracts have arisen from referrals by existing clients, demonstrating the trust and satisfaction associated with GAIA’s offerings. Current data includes:

• - Total Membership: 900 households
• - Total Assets Under Management: Approximately 68 billion yen
• - Membership Contract Renewal Rate: 95%
• - Average Asset Balance per Household: About 76 million yen
• - Average Age of Members: 64 years, with family contracts averaging 54 years

The firm operates with a limited client list for each advisor, maintaining a maximum of 100 households per advisor. This allows for consistent, biannual meetings that address not just the financial needs of the clients but also their families, particularly as they navigate complex issues that arise with aging.

The Evolution of Financial Services

GAIA's service model is not solely about enhancing wealth. It has evolved to meet the broader needs of its clientele, emphasizing financial planning that values personal experience and incorporates the concept of "turning assets into meaningful experiences." Advisors assist clients, particularly those nearing retirement, by creating actionable plans about how to allocate their resources effectively. This shift in focus has led to consistent referrals, confirming the strength of the advisor-client relationship.

Moreover, GAIA maintains a robust investment strategy through a diversified portfolio termed "Fee Assets," which comprises approximately 70% of its asset management. This model prioritizes stable fee-based revenue, aligning the firm’s interests with those of their clients rather than relying on short-term commissions. By adopting a fees-based business model, GAIA underscores its commitment to helping clients sustain long-term financial success.

Navigating the Financial Landscape

As global markets navigate volatility, GAIA emphasizes the importance of remaining invested for the long haul. The first half of 2025 has demonstrated impactful shifts influenced by market sentiments and geopolitical risks, yet GAIA remains optimistic about long-term growth. With the focus on risk-managed, internationally diversified portfolios, GAIA offers tailored strategies that allow clients to remain engaged with their investments without undue stress about market fluctuations.

Historical performance data from GAIA reveals that more than 95% of clients who opened accounts with Rakuten Securities before 2019 have seen positive returns, substantiating the profound role of a supportive financial advisor in enhancing investor outcomes.

Future Perspectives

As GAIA approaches its 20th anniversary in 2026, the firm’s commitment to a fee-based model along with a focus on multigenerational financial planning remains strong. Continuing to engage deeply with clients about their aspirations, GAIA is not just about wealth accumulation but also about helping clients navigate the broader life themes of asset usage. With this commitment, GAIA aims not only to support clients in realizing their dreams but also to enrich their life experiences through effective asset management.

In conclusion, GAIA Corporation represents a notable example of modern financial advisory services, blending professionalism with personalized care to form long-lasting relationships that foster financial growth and security for families across Japan.