About
About Gert
Background
Main biography
Financial planning was my first full-time career after completing my studies, so in many ways it is the profession in which I have grown up.
Over more than 10 years in financial planning, my view of the profession has changed significantly. I have come to believe that meaningful wealth creation, proper structuring and successful planning for the next generation cannot be achieved by one adviser working in isolation.
The best outcomes are generally achieved when a client partners with the right adviser and a coordinated team of investment, tax, legal, fiduciary and offshore specialists.
My role is to understand the complete picture, identify where the different parts may not be properly aligned and help bring the right professionals together around the family’s long-term goals.
I personally conduct the advice meetings and remain responsible for the financial recommendations made to my clients. My team may assist with administration, applications and follow-up work, while specialist tax, legal, fiduciary and offshore matters are handled by the appropriately qualified professionals.
I aim to explain complicated matters in clear, practical language so that clients understand the decisions they are making. I am also willing to challenge unnecessary costs, unsuitable structures and decisions that may not support the client’s long-term interests.
Credentials
Professional credentials
- CERTIFIED FINANCIAL PLANNER® professional
- Member of the Financial Planning Institute
- More than 10 years of financial-planning experience
- Experience advising individuals, families, companies and trusts
- Access to an approved panel of local and offshore providers
- A network of trusted tax, legal, fiduciary and offshore specialists
- Regular in-person and online client education events
- Featured in Citywire
Authorised representative of Consult by Momentum.
Personal approach
Faith, family and responsibility
My Christian faith shapes the way I think about wealth and responsibility.
I believe that wealth should be approached through Godly and biblical stewardship — not simply as something to accumulate, but as a resource entrusted to us to use wisely.
When managed with purpose, wealth can strengthen our own families, create opportunities for future generations and make a meaningful difference in the lives of people and communities around us.
For me, financial planning is therefore not only about building and protecting wealth. It is also about helping families use what they have been given to create a greater and more lasting impact.
Personal
Outside the office
Outside work, I value time with my wife and family and enjoy spending time outdoors. I am also interested in entrepreneurship, business-building and the lessons that come from creating something of lasting value.
Next step
Start with a private introductory conversation.
The first 45-minute meeting gives us an opportunity to understand your priorities and determine whether there is a suitable basis for working together.