Gert Robbertse
Momentum Financial Adviser at Wealth Creators
Building 13, Ground Floor Greenstonehill Office Park, Emerald Boulevard, Greenstonehill , Gauteng, 1609
Contact
+27 (82) 616 2650 ,+27 (11) 021 8965
[email protected]
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Administration
Jenna-Lee Kay
+27 (72) 232 4252
[email protected]
Languages
Afrikaans,English
Franchise
Wealth CreatorsI have been assisting families and business owners over the last couple of years to understand their finances and put a strategy in place to create and protect their Wealth. The process that I follow is simple and straight forward without any of the technical jargon that our industry is littered with. My integrity is of utmost importance when I deal with clients and they must always know exactly where they stand with me and my team. The financial planning process is clearly explained from the onset and this insures that my clients feel comfortable with the whole process and know what to expect. I specialise in giving advice on Estate- (life insurance) and Investment planning (local and off-shore) but my team can assist with a wide variety of other benefits (medical aid, etc.)
Qualification
Postgraduate Diploma in Financial Planning
BCom Finance and Insurance
Matric - Senior Certificate
Career history
Financial Planner - The Hereford Group (Liberty) Jan 2017 - Oct 2017
Financial Planner - Momentum (Wealth Creators) Nov 2017 - Present
Services offered
Healthcare
Get custom medical aid, designed to meet your needs, as well as your budget.
Life Insurance
Safeguard you and your loved ones from the financial uncertainty that comes with serious illness, injury, disability or death.
Investment and Savings
Get personal investment solutions to help you meet your financial needs and achieve your goals.
Multiply
Earn great discounts and cashbacks from over 60 leading brands when you improve your health, safety and finances.
Wills and Trusts
Rest easy knowing Momentum Estate Administration will ensure your estate is managed accordingly when you're no longer able to.
Financial Planning
We're in the business of providing you with sound financial advice to help make smart decisions when it comes to your money. Let us help you to achieve your dream and goals.
Retirement Planning
Your decision to start saving and investing for your retirement is one of the most important decisions you'll ever make. By planning for your retirement today, you can maintain your standard of living in your golden years.
Employee Benefits
Enjoy innovative investment and risk solutions, for the financial security of your employees and business.