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Investment minimums

R1m < R5m

Gerhard Odendaal

I hold a Postgraduate Diploma in Financial Planning from the University of the Free State and am a Certified Financial Planner®. I’m a member of the Financial Planning Institute of Southern Africa (FPI) – the leading independent professional body for financial planners in South Africa. In 2013, I served on the FPI’s Technical Committee related to the Practice Standards Guideline Workgroup. In 2014 and 2015, I was selected to be a member of the FPI Tax Competency Committee. I received further specialised training in retirement planning, estate planning, tax planning, compliance and insurance law under the mentorship of Paul Rabinowitz (AIF®, CFP®, CIPM, FIFM, FPSA®, GFS™, M.Inst.D, RF™).

1 Gotze Street, Nahoon, East London, South Africa

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income
Contact details:

086 XXX XXXX

info@ul*****************o.za

Reveal contact details

Gerhard Odendaal

I hold a Postgraduate Diploma in Financial Planning from the University of the Free State and am a Certified Financial Planner®. I’m a member of the Financial Planning Institute of Southern Africa (FPI) – the leading independent professional body for financial planners in South Africa. In 2013, I served on the FPI’s Technical Committee related to the Practice Standards Guideline Workgroup. In 2014 and 2015, I was selected to be a member of the FPI Tax Competency Committee. I received further specialised training in retirement planning, estate planning, tax planning, compliance and insurance law under the mentorship of Paul Rabinowitz (AIF®, CFP®, CIPM, FIFM, FPSA®, GFS™, M.Inst.D, RF™).

   Visit website

Investment minimums:

R1m < R5m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

1 Gotze Street, Nahoon, East London, South Africa

Get directions

Contact details:

086 XXX XXXX

info@ul*****************o.za

Reveal Contact Details

About

About Ulysses Consulting Invesment Fiduciaries – East London

Ulysses Consulting is a purposefully-small company and values its independence. Our good reputation and our client relationships are our most important assets. We have managed to build a circle of loyal clients with relationships stretching across many market cycles and economic events. This was done through attention to detail; custom investment solutions prepared around each client’s unique liquidity, cash flow, tax, risk, return and income requirements; and ongoing proper investment governance.

Service offered

Investments & savings

Get help choosing the best way to invest for your goals, whether it be buying a home, a child’s education or to save an emergency buffer for unforeseen expenses. Assess investments matched to your time frame and your risk appetite to achieve you goal.

Offshore investing

Get help diversifying your investments beyond South Africa’s border and assessing offshore investment opportunities.

Pre-retirement planning

Get help making sure you have enough to live on when you stop working.

Retirement income

Get help ensuring that your retirement income covers your costs and lasts your lifetime.

Additional services

Get help ensuring your financial affairs are efficiently structured.

Get help planning your legacy, minimising any future tax burden and ensuring the expressed distribution of your assets.