Gustav is a CFP® professional. Certified Financial Planner® certification is the only globally recognized mark of professionalism for financial planning.
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| CONTACT NUMBER: | 0218517011 / 0833021525 |
| ADDRESS: | 7A Pastorie Park Cnr Lourens & Reitz Streets Somerset West |
| WEBSITE: | https://www.aurumtrust.co.za/ VISIT WEBSITE |
I grew up in Stellenbosch, matriculated in 1981 at Paul Roos Gymnasium. After my 2 years doing national service, I studied at the Stellenbosch University and graduated with a B.Comm Hons in 1988, majoring in investments and financial management in. I started my own practice in 1990. I always loved advising people on money matters and thus love my job. In 1990, I succesfully complted the ILPA exams in 1996 and been a member of the Financial Planning Institute since then.
I am happily married since 1987, we have 3 kids of which 2 are involved in the practice and as such we have a succession plan in place.
In my free time is spend on travelling, playing golf and collecting art.
Aurum Trust was founded in November 1990 and is a holistic financial planning practice, with specialists is different fields.
We have strategic alliances with other professionals to support us, like accountants, attorneys. etc.
We are able to advise on investments, estate planning, business assurance, medical aids, life assurance, gap cover, etc.
We are contracted to amongst other: Allan Gray, Momentum, Old Mutual, Discovery, Ninety One, Coronation, Stonehage Fleming, Sygnia, Medshield, Fedhealth, PPS, Sanlam, Marriott, Foord, M&G, Stratum, Kaelo and many more.
All financial planners are qualified Certified Financial Planners and total years of experience in the practice is in excess 100 years.
You live our motto of: PROSPERITY THROUGH INTEGRITY, RESPECT AND TRUST.
You can cancel at any time.
