Arno Olckers, CFP®
Wealth Manager
BComHons Financial Management, PGDip FinPlan, CFP.
I am passionate about independent financial planning and making a difference in clients/family’s lives. Advice should always be understandable to a client, transparent and bespoke. I enjoy going the extra mile for clients, as it adds value over the long term.
What I love most about my job
Working as an independent financial advisor is a gratifying journey that resonates deeply with my passion for meaningful client interactions and personalised financial guidance. What I love most about my job is the opportunity to forge genuine connections with clients, understanding their unique aspirations and concerns. Every day brings a new chance to offer client-centric advice, particularly in the realm of investments, where I can apply my expertise to tailor strategies that align with their financial goals. Witnessing the positive impact of well-crafted plans on my clients’ lives is immensely rewarding, making each interaction an enriching experience. Being at the forefront of empowering individuals to navigate the complex financial landscape and achieve their dreams adds a profound sense of purpose to my role as a financial advisor.
Specialist areas of expertise, both locally & offshore
Investment Management
Pre & Post Retirement Planning
Traditional & Alternative Investment Advice
Estate & Legacy Planning
Meet with us
If you’d like to set up an introductory meeting, please get in touch with us.