Volunteer Profile

Mr Gerald Mwandiambira, CFP

SUGAR CREEK WEALTH
FPI Board Member

Contact Details

SUGAR CREEK WEALTH
Volunteer Profile Banner

Volunteer Bio  

Gerald is 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 is a CFP Professional and postgraduate Financial Planning Law 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 has established his own Financial Planning Practice Sugar Creek Wealth and has published  three personal financial planning guide books called “iMali Yami-Chelete Yaka-My Geld-My Money”, “Our Money” and “Young Money”. The book is a financial planning books are targeted at Youth, Entrepreneurs and Ordinary People with an interest in financial planning..


 


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.


 


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.


 


He is known for his innovative, non-judgmental, compassionate approach to financial planning.


Gerald specializes in working with busy, established, professional and entrepreneurial clients who are passionate about life and who want to finally understand money—how to manage it, save it, invest it, and protect it—in a fun and simple way.


 


In addition to running Sugar Creek Wealth, Gerald is also an official Financial Planning ambassador and Non Executive Director  for The Financial Planning Institute of Southern Africa and the acting CEO for the South African Savings Institute (SASI), a non  profit that promotes Savings and Investment.


 


Away from the office, you can find Gerald working out, with his family, reading, resting and playing sport

Opt in to the Volunteer Pool

Languages