Gerald is a CFP Professional and postgraduate Financial Planning Law graduate. He also a graduate of the Executive Development Program at Wits Business School.
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, Financial Education, Long and Short-term Insurance.
Gerald has established his own Financial Planning Practice Sugar Creek Wealth, and been a pioneer black Franchise Owner with two Life Assurance brands. He strongly supports the inclusion of formerly disadvantaged groups in the Financial Services Business ownership space.
Gerald also runs a successful Consumer Education and Financial Literacy Training Practice with clients that include INSETA, The FSCA and various financial institutions.
In addition to running Sugar Creek Wealth, Gerald is also an official Financial Planning Institute ambassador and former Non-Executive Director for The Financial Planning Institute of Southern Africa and the is CEO for the South African Savings Institute (SASI), a nonprofit that promotes Savings and Investment.
As an advocate for financial literacy Gerald sits on the FIA Education and Training sub-committee, NEDLAC and National Treasury National Financial Education Committee. He is also an International Speaker at various conferences.
He published 5 personal financial planning guide books.
Gerald is active in the media and provides expert commentary to various print publications as well as on television and radio on various channels.
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
Away from the office, you can find Gerald working out, with his family, reading, resting and playing sport.