Consolidated Wealth | 9

Andre Smit, CFP®

ADVISORY PARTNER

BIO:

Andre has 2 and a half decades of industry experience and is passionate about personal well-being through financial education and individual planning. He believes that money is simply a resource (such as time & health) which does not necessarily provide meaning or fulfilment in and of itself. He helps clients to explore what is important to them (their values) and to construct a holistic road map around the client’s priorities to empower them to live the life they aspire to. Trusting relationships are therefore the cornerstone of his client engagement and he sees effective collaboration between a client, their advisor and other professionals/specialists as critical elements that lead to consistent and reliable outcomes for his clients. In other words, your success defines ours.

During Andre’s early career he fulfilled a technical support role to senior financial planners (some of whom became finalists and winners of the FPI Fin Planner of the Year award) which involved the creation of planning tools and systems to enable holistic advice. After completing his Post Graduate Diploma in Financial Planning, he focused on Investment Advice and Management (primarily in terms of a Category II Discretionary Mandate) for a season and then expanded his offering to provide holistic Planning, Advice, Implementation and Management of clients’ financial plans in the Consolidated Wealth Group.

Andre has been married for 23 years; he has two teenaged daughters. In his downtime he enjoys getting outdoors to walk, jog and cycle, he loves relaxing while watching documentaries or stories based on true events and spending quality time around good food with family and close friends.