Gerald has a Postgraduate diploma in Financial Planning (Cum Laude) and a Bcom in Financial Planning that he both obtained from Nelson Mandela University. He started his career in the Financial Services Industry in 2015. Prior to joining Ngobese and Associates Financial Services, he worked as a Para-planner at Independent Wealth Managers where he gained vast experience in Para-planning. Gerald and his team make use of the industry leading planning tools to articulate and assist Financial Planners to make informed decisions to ensure a holistic financial planning process is undertaken in order to offer bespoke financial solutions that fulfil our client’s needs.
