Gerrit Lombard
Financial Adviser
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About
Gerrit Lombard is an ASIC-registered financial adviser based in Unley, South Australia, committed to providing tailored financial solutions to help clients achieve their financial goals. With a strong foundation built upon a Diploma of Financial Services (Financial Planning) and an Advanced Diploma of Financial Services (Financial Planning), Gerrit has continually enhanced his expertise through specialized training, including Margin Lending and Geared Investments and the Cavendish & ICFS Specialist SMSF Course. Gerrit is also a Certified Financial Planner (CFP) with the FAAA. Authorised to provide advice on a comprehensive range of financial products, Gerrit can assist with superannuation, insurance, wealth management, and retirement planning. His expertise extends to investment life insurance, life risk insurance, securities, retirement savings accounts, and government debt securities. Gerrit offers a holistic approach to financial planning, ensuring that every client receives personalized advice that aligns with their unique circumstances and aspirations. • Superannuation Advice • Retirement Planning • Wealth Management • Insurance Solutions Ready to take control of your financial future? Contact Gerrit today for a consultation and discover how his expertise can benefit you.
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Frequently Asked Questions
What types of financial advice does Gerrit Lombard offer?
Gerrit Lombard specialises in superannuation advice, retirement planning, wealth management, and insurance solutions. He can help you create a comprehensive financial plan tailored to your individual needs.
What are Gerrit Lombard's qualifications?
Gerrit holds a Diploma of Financial Services (Financial Planning), an Advanced Diploma of Financial Services (Financial Planning), and has completed specialized training in Margin Lending and Geared Investments and SMSFs. He is also a Certified Financial Planner (CFP) and a member of the FAAA.
How does Gerrit Lombard develop a financial plan for clients?
Gerrit takes a holistic approach, starting with understanding your financial goals, current situation, and risk tolerance. He then develops a personalized strategy to help you achieve your objectives, regularly reviewing and adjusting the plan as needed.
What should I expect during my first meeting with Gerrit Lombard?
During your initial consultation, Gerrit will discuss your financial goals, gather information about your current financial situation, and explain his approach to financial planning. This meeting is an opportunity for you to ask questions and determine if his services are the right fit for you.
Can Gerrit Lombard help me with my superannuation and retirement planning?
Yes, Gerrit Lombard has extensive experience in superannuation and retirement planning. He can provide advice on optimizing your superannuation contributions, selecting appropriate investment options, and developing a retirement income strategy.
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