Gert Robbertse, CFP®'s Linkedin Analytics

🔍 About Me: Passionate about reshaping the narrative of financial planning, I am a Purpose Driven Professional and Certified Financial Planner (CFP®) based in South Africa. With a keen understanding that true success in financial planning lies in unwavering client service, I have dedicated my career to breaking the mold of an industry often criticized for neglecting client needs. 💼 Professional Background: As a Certified Financial Planner, I bring a wealth of expertise to the table, blending technical financial acumen with a heartfelt commitment to serving my clients. I have honed my skills in comprehensive financial planning, investment management, and risk mitigation strategies. 🤝 Client-Centric Approach: In an industry where trust is paramount, I prioritize building strong, enduring relationships with my clients. My mission is to redefine the financial planning experience by putting clients at the centre of every decision. I understand that financial planning is not just about numbers; it's about the unique aspirations, challenges, and dreams of each individual or family. 💡 Vision: My vision extends beyond conventional financial planning; I aspire to empower individuals and families to achieve their life goals, not just financial milestones. Through a purposeful and client-centric approach, I aim to elevate the financial well-being of my clients while reshaping perceptions of the financial planning industry. 📞 Let's Connect: I am always open to meaningful conversations and connections. Whether you're seeking expert financial advice or simply interested in discussing the future of financial planning, I welcome the opportunity to connect with like-minded professionals, clients, and industry peers. Let's embark on a purpose-driven journey towards financial success, together. #PurposeDriven #FinancialPlanning #ClientCentric #CFP #SouthAfricaFinance