Gert Robbertse, CFP®Private Wealth & Financial Planning

Contact

Start with a private introductory conversation.

The first step is to complete a short meeting application. This helps me understand what you would like assistance with and whether my private-wealth service is likely to be suitable for your circumstances.

Apply for a private meeting

The form should take approximately 90 seconds.

Suitable enquiries will be able to select an available meeting time immediately. Other enquiries will be reviewed personally, and a response will normally be provided within two business days.

Meeting information

First meeting
A free 45-minute introductory conversation.
Meeting options
  • Online via Microsoft Teams
  • In person at the Johannesburg office
Purpose
The first meeting is an opportunity to understand your position and determine whether there is a suitable basis for working together. It is not a formal financial-needs analysis, and no documents are required beforehand.
Other attendees
A spouse, trustee, business partner or other decision-maker is welcome to attend where relevant, but this is not required for the introductory meeting.
Travel
Online meetings and meetings at the Johannesburg office are free. Where an in-person meeting requires Gert to travel, reasonable travel costs may apply and will be agreed before the meeting is confirmed.

Contact details

Email

gert.robbertse@consultm.co.za

Telephone

+27 82 616 2650

Office

Regus Johannesburg – Foundershill
Ground Floor, 1 Casino Road
Founders Hill, Johannesburg, 1609

Office location

Johannesburg office

Regus Johannesburg – Foundershill
Ground Floor, 1 Casino Road
Founders Hill, Johannesburg, 1609

View on Google Maps

Frequent contact questions

Ready to discuss your financial position?

Complete the short meeting application to begin.

Gert Robbertse is an authorised representative of Momentum Consult (Pty) Ltd, an authorised financial services provider, FSP 5503.