Speaker Bio

Gerald Mwandiambira CFP® is the Managing Partner 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 Global Solutions Providers.

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 is a CFP Professional and a Director of The Financial Planning Institute of Southern Africa (FPI), he is postgraduate Financial Planning Law graduate and Economics 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 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.

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. He also has experience as a Financial Analyst and Strategic Planning. He is also a specialist in technical analysis of all Financial Markets and has extensive sales and marketing experience dealing with High Net Worth, Institutional clients and the broader mass markets.

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.

 

Through his financial planning practice, book, articles, weekly radio programs, weekly YouTube videos, emails, live workshops and speaking engagements, Gerald teaches financial planning strategies that can help take your financial life, and your life in general, to a whole new level.

Gerald believes that becoming financially educated is an important first step toward achieving financial success.

He has a passion for educating individuals on financial topics and speaking for various groups and organizations and is known for his funny, intelligent, clear and engaging presentation style.

Gerald has a passion to create real inter-generational wealth and enabling all to achieve their full financial potential.

Signature Presentations

African Wealth

Understand how Africans view and perceive Money. This is fundamental to how you can tap into the African youth market, which will be the largest emerging middle class globally in the next 10 years.
Why is Africa not behaving like Europe and Asia when it comes to Money. What are the cultural nuances to consider? Can Africans plan ahead financially?
How do Africans view death, inheritance and inter-generational wealth? Who will be the next African Billionaires or which companies are likely to understand the African wealth model?
A humourous, fun and serious look at Africa and wealth in Africa.

Own Money as it is just a tool

Want to learn how to manage your money more efficiently—and use it to create the life of your dreams? Then this workshop — in which Gerald Mwandiambira – Economic Speaker will teach you basic financial strategies in a compassionate, non-judgmental environment — is for you. What you’ll learn:

How to easily and effectively budget your money every month. How to save more of the money you do make—without feeling restricted or deprived.
How to build a cash cushion, pay off your debts and improve your credit score.
The basics of investing and retirement accounts (do’s and don’ts, the magic of compounding interest, how to build wealth over time and more).

The Pillars of successful investment

Are you scared about investing your hard-earned cash into things like stocks, bonds and real estate? After this class, you won’t be. This workshop will shine a light on basic understanding of investment strategies and show you how to invest strategically to meet your long-term financial goals. What you’ll learn:

The magic of compounding interest.
The risks and returns of basic investment options like stocks, bonds and real estate.

Investing do’s and don’ts — and how to stay invested for the long haul. The No. 1 way to become a successful investor and build wealth over time

How to Grow Your Financial Planning Business Using Social Media

Are you ready to finally embrace social media and use it to gain new clients, increase your annual business revenue and land media appearances? Financial advisors may understand how important social media is to grow their businesses — but most still lack the skill sets necessary to use it effectively and produce measurable results. Attend this breakout session and learn how to:

Target your ideal clients on social media and provide value” experience for them.
Leverage Facebook, Twitter, YouTube and Instagram to consistently gain new leads.

Nurture your social media leads to actually convert them into new, paying clients.
Streamline your social media marketing efforts so they don’t control your schedule.

Topics Covered

African Wealth
Own Money as it is just a tool
The Pillars of successful investment
How to Grow Your Financial Planning Business Using Social Media

Video
Topics

African Wealth
Own Money as it is just a tool
The Pillars of successful investment
How to Grow Your Financial Planning Business Using Social Media

Booking Info

CONTACT ME TODAY

Need to get hold of me? Just fill out the inquiry form in my calendar and I'll contact you!

 

Please complete my inquiry form in Availability Calendar and I will respond to your request within:

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