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Russell Gibson
Strategic wealth advisor for entrepreneurs, retirees, and executives – specialising in investment, retirement, estate, trust, and tax planning, acting as the architect of your financial life.
“Live each day as if it were your last.”
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Who am I?
I hold Bachelor of Accounting degree from UNISA, with majors in Accountancy, Tax and Auditing. I completed my articles at BDO Spencer Steward, a global firm of Chartered Accountants and Auditors, and subsequently earned the CERTIFIED FINANCIAL PLANNER® designation and at a point had considered moving to Australia and obtained the Australian Financial Planning Diploma.
Accounting never really excited me and I was fortunate enough to be given an opportunity by the then partners of the BDO Audit practice to enter the world of Wealth Management in the BDO Financial Services arm, a brief stint at Fincorp, 10 years at Alexander Forbes and finally a move to Sterling Private Wealth in 2009 to re join ex colleagues – the rest is history.
Quick Facts
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Who Do I Work With?
Entrepreneurs, retirees and current executives working towards retirement. Many high net worth individuals spend most of their lives working towards wealth accumulation but don’t necessarily structure their plan correctly. Finding the most effective solution to take them forward is what drives me. I often explain my role as being the architect of your financial property.
Areas Of Focus
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My Approach
Team Work
No decision is made without constructive debate and scenario planning.
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Outside Of Work
An enthusiast of the outdoors, enjoying padel, mountain biking and golf. Spending time with my family is high on my priority list.
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If You Remember One Thing
Coordinating all elements of a client’s financial life into a cohesive, integrated strategy – ensuring that investment, estate, tax and retirement planning work in concert rather than in isolation.
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Memorable Moment
Falling over a wall in Rustenburg after a long day of Springbok/All Black rugby with friends and “friends of friends” resulting in surgery later and then a very scary trip home getting lost on the way back to Pecanwood that evening. One of the occupants and a “friend of friends” in my car that day has became a long term client and we still laugh about that day.
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What It's Like Working With Me
I’m driven by honesty and integrity inspired by the tenacity and commitment shown by professional sportsmen and women. I have built immense trust across my portfolio of clients whom I see as not only clients but also as friends – the KISS strategy paves the way.
Your Next Step
The first step is a conversation.
Go beyond ordinary advice. Start a conversation with Russell today.
