NEW FINANCIAL PLANNING BOOKS
These are essential financial tool for all academic abilities. Become a money and wealth master! Pre-Orders Open. Book release date 1 December 2022. We are crowdfunding to empower the masses (watch WTDWYTKAM episode on book publishing). We need 1,500 pre orders to deliver your books, app and audiobook!
LATEST FROM MY BLOG
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Business Planning and Registration Services
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Women Know how to multiply Wealth
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Why I should be your Wealth Advisor
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Spouse Death with Debt
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Weath Consultation Meeting pack
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Year End Review and 2021 Outlook
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Gerald Caller Advice Radio 2000
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Money from Cradle to the Grave
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DIVITIAE: ISSUE 2
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African Wealth: Podcast
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DIVITIAE: Issue 12 October 2020
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Finances and Your Health
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COVID19: The Equalizer??? Part 2
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COVID19: The Equalizer???
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Black Tax for Millenials
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Money and Love
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Bouncing Back from COVID19 Part 2
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Saving my Business Part 2
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Bouncing Back from COVID19 Part 1
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Saving my Business Part 1
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To Pay or Not to Pay
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Surviving Retrenchment
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Gerald Podcasts now ONLINE
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Investment Residency and Passports
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Tax Free Savings Accounts
BIO
Wealth Manager, Personal Financial Advocate , Motivator, Keynote Speaker & Author
Gerald Mwandiambira CFP® is the Managing Partner of Sugar Creek Wealth (SCW).
SCW help our clients pursue their wealth management goals through careful advice, astute investment management and access to the capabilities and network of Global Solutions Providers.
We work closely with individuals, families and select foundations and endowments to develop wealth and investment management strategies. We then identify investment opportunities to help them reach their objectives. We complement these services with robust execution capabilities and attentive client service.
Gerald is a CFP Professional and a Director of The Financial Planning Institute of Southern Africa (FPI), he is postgraduate Financial Planning Law graduate and Economics graduate. Gerald is the Financial Planning Institute of Southern Africa, Media Award recipient 2014 and 2015 for his work in promoting Financial Planning in the media.
Gerald Mwandiambira CFP® is also the Acting CEO and Chief Strategist for the South African Savings Institute (SASI). The South African Savings Institute (SASI) is an independent non-profit organization dedicated to developing a robust culture of saving in South Africa.
Gerald has represented various financial institutions in Zimbabwe, The UK, South Africa and other African markets. He has experience in Banking, Stockbroking, Health Insurance, Investment Products and Long and Short term Insurance. He also has experience as a Financial Analyst and Strategic Planning. He is also a specialist in technical analysis of all Financial Markets and has extensive sales and marketing experience dealing with High Net Worth, Institutional clients and the broader mass markets.
Gerald is active in the media and supports financial literacy by contributing as a freelance financial journalist and providing expert commentary to various print publications as well as on television and radio on various channels.
"A penny saved is a penny earned."
- Benjamin Franklin -
FINANCIAL SERVICES
Independent advice on ALL of your risk protection, fiduciary and investment planning needs.
Retrenchment Benefit
Have you thought about what you and your family will do if you are retrenched? If it hasn’t happened to you, you probably know someone who’s been retrenched. In these tough economic times, it’s one of the most understandable fears. You want to be protected if you’re faced with retrenchment or liquidation.
Book a ConsultationRetirement Planning and Provision
The sooner you begin to plan and save for your retirement, the sooner you can retire! The product most bought for this type of financial planning and provision is known as a Retirement Annuity (RA). Most companies have RA’s worked into their remuneration packages, but many don’t.
Book a ConsultationDisability & Income Protection
Most households in today’s economy rely on more than one income to keep the household expenses under check, very few are able to survive on one income alone. If you were injured or disabled in some way and could no longer work, would your family be able to cope without your income?
Book a ConsultationEstate Planning
Estate planning is not only for the mega-rich. If you have assets, investment policies, risk cover and more than one potential beneficiary, then I can assist you with the planning of your estate and how it will be allocated when you pass away. An estate that is left open can cause a difficult time to be even harder for those who are left behind. Often there is more work needed on a R3m estate than on one that is worth R20m!
Book a ConsultationCritical Illness
These products are also known as Dread Disease Cover. Advances in medical care mean that more people can now survive illnesses once thought to be fatal. However, although many individuals lead relatively normal lives, they no longer enjoy the same mobility or good health. The best medical treatment can cost you and your diminished ability to work could force you to make severe lifestyle changes.
Book a ConsultationInvestments & Tax Free Accounts
When it comes to investing, it’s important to have a diverse portfolio. My expert knowledge and extensive investment options allow you to truly choose the very best products available to you. From low-risk, long-term investing to high-risk, short-term strategies we can mix it up or keep it conservative: investments completely tailored to who you are and where you want to go.
Book a ConsultationLife Cover
You pay tax every month to the state, but what are you paying to provide for those that you love and care about after you have gone? Life cover should not be seen as a grudge purchase but rather as an investment into the future of your spouse and children. You work hard to provide for them now, that shouldn’t have to change in the future.
Book a ConsultationCorporate Benefits
Group Life, Pensions and Provident Funds remain an essential part of a well run business. I will tailor your company’s pension and provident funds for you, using the most appropriate corporate providers to tender for the risk benefits and the retirement benefits separately – ensuring cost effective and customer specific corporate benefits.
Book a ConsultationBusiness Assurance
Will your business survive if you are disabled, die or become impaired or what would the consequences be if this happened to one of your partners? Together we can design flexible and comprehensive solutions to meet your business assurance needs, utilising Key-Man policies and Buy-and-Sell agreements where appropriate.
Book a ConsultationIN THE PUBLIC EYE
In need of a public figure with in-depth financial insights?
Wealth Management
Want Gerald to be your Wealth Manager and Financial Planning Professional?
For a confidential consultation.
Media Personality
Looking for a leading light to cast away the shadows of financial doubt?
Keynote / Motivational Speaker
Need an audience to be inspired towards financial success?
RECENT PUBLICATIONS
Some of my recently published articles from various sources.
Gerald Mwandiambira SoundCloud
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