Wealth management is a high-level professional service that combines financial/investment advice, accounting/tax services, retirement planning and legal/estate planning for one fee. Financial planning is the process of structuring and arranging your financial resources to meet your life goals. These can be as short term as saving for a car, to long term planning for retirement. Financial Planning aims to provide financial certainty and clarity on your current and future Financial Wellbeing. In order to make informed financial decisions, it is important to engage the services of a Certified Financial Planning professional, commonly referred to as a CFP®, when you plan your financial life.
The Strength in Independence
Sugar Creek Wealth help our clients pursue their wealth management goals through careful advice, astute investment management and access to the capabilities and network of all our solutions providers worldwide. 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.
We believe that true wealth is about more than just money. It’s about the fulfilment that comes from exciting new experiences and having the time to enjoy the moments that make life truly worth living. That’s why we plan for the future you want and not just the future you can afford right now.
We will enable you to tell your story through our process, which helps you to visualise and verbalise the future you want. We are then able to develop solutions for that future. Your story is integral to the process of Integrated Wealth Planning.
Career in Wealth Planning
Sugar Creek Wealth is looking for experienced Wealth Managers who are independent and driven for success. Our Wealth Managers are developing their own practices and determine their earnings whilst running their own business. Sugar Creek Wealth provide support and mentorship with the aim of our managers opening their own branches in the future.
As a FSB Authorised Financial Sevices Provider, Sugar Creek Wealth has a plan to lead in the provision of Wealth Planning services to the Middle to Affluent market. We believe that because we are black owned and managed, we understand all the nuances of the first black generation with the ability to create wealth. We understand the challenges of black tax, extended family responsibilities, African cultures, the wealth needs of the diaspora and factor these in all our advice. Do you have what it takes to shape the future?
Minimum Degree in Financial Planning
Intention to complete PGD Financial Planning and CFP Board Exam
Min 1 year experience
Own reliable transport
Please send your Resume to:
Gerald Mwandiambira | firstname.lastname@example.org
Call: 071 839 6513
Director and Founder of Sugar Creek Wealth
Gerald Mwandiambira CFP® is the CEO 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 The Old Mutual Group worldwide.
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 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.
Keabetswe Lianna Koorapetse
Call: 078 183 6804
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Mahalia Gadlela | firstname.lastname@example.org
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Nomvisiswano Jozana | email@example.com
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Nyasha Maronga | email@example.com
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Call: 082 9315995