Testimonials

What our clients say

Real experiences from clients who trust OBIN to guide, manage and protect their wealth

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Built On Trust

Trust is something we value deeply.

Wealth management is personal. Our clients trust us with important decisions about their money, their families and their future.

I honestly couldn’t be happier with the service I’ve received from OBIN. 

From day one, I’ve always felt like my financial goals genuinely matter to them. They take the time to thoroughly research and investigate every investment opportunity before making a recommendation, which gives me real confidence and peace of mind. 

Their professionalism, knowledge, and willingness to explain everything clearly have made a huge difference. It’s reassuring to know I have a team I can trust, and I wouldn’t hesitate to recommend OBIN to anyone looking for financial advice that’s both personal and professional.

Pierre Du Plessis

For the past decade, OBIN helped me make sense of what felt like a financial maze. Step-by-step, with clear guidance and five-star efficiency, they gave me confidence in my financial future and a plan that is modern and feels built to last. Professional, caring, and always in my corner. They truly feel like family… but without the bickering.
Casper Crous

Johannes and his team are nothing short of exceptional. I was referred to him nearly 4 years ago and over this time have always received the highest service standards, attention to detail and expert advice. During this time, I have also watched with great admiration how his business has grown and I am excited to mutually continue on this trajectory. Always available, always willing, always supportive and most importantly, always honest. He won’t just tell you what you want to hear, he’ll tell you the truth and on that basis we established trust and our relationship has grown. If you are looking for independent and objective advice from a subject matter expert, look no further. I can’t recommend him and his team enough.

Riana Fouche

Johannes and his OBIN team have always treated me like family. They take the time to understand my personal situation and offer advice that genuinely supports my goals.

Even after more than a decade of working with Johannes, I still feel valued, welcomed, and reassured that my wealth planning is in safe hands.

I wholeheartedly recommend OBIN to anyone wanting a team that truly cares about their family’s financial wellbeing.

Jacques Goosen

Working with Allan and OBIN Wealth Management has been one of the best decisions I’ve made for my financial future. From the very first meeting, the team demonstrated a deep understanding of my goals and a genuine commitment to providing clear, independent advice tailored to my needs.

Their expertise in financial planning, retirement strategies, and investment solutions has given me complete peace of mind. What stands out most is the excellent personal service I receive directly from them. They are always responsive, professional, and take the time to explain everything in a way that is easy to understand. I never feel like just another client; they treat me as a valued partner in building long-term wealth.

I highly recommend OBIN Wealth Management to anyone looking for trustworthy, objective advice and outstanding client care.

Eric van Zyl

Allan and the team at OBIN Wealth Management give me great peace of mind when it comes to looking after my family’s financial affairs. I know that their advice is genuinely objective and independent because they take the time to understand my requirements and provide advice that is in our best interests.

I appreciate that they look at the complete picture rather than focusing on one aspect of my finances. This gives me comfort that my investments, life cover, and healthcare are all considered as part of my short-, medium-, and long-term financial planning.

I am confident that Allan and OBIN will ensure my wealth remains well protected and continues to grow sustainably, and I would happily recommend them to anyone looking for trusted, independent financial advice.

Johan Visagie

Johannes and Allan have been our trusted financial advisers, both professionally and personally for almost 20 years. Their results since OBIN’s inception is proof of their knowledge, professionalism and their constant hunger to still learn more and improve. But what I appreciate most about them is how they apply that knowledge to the personal circumstances of each of their clients, patiently answering all questions and giving guidance you as the client are comfortable with. As an added bonus, both of them and their team are just “lekker mense” and a joy to work with.

Elizma Botha

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Your Wealth. Your Journey.

Every client has different goals, priorities and challenges. We take the time to understand yours and build a wealth strategy around what matters to you.

Mi-Jeanne Gerretsen

Administrative Assistant

Mi-Jeanne brings financial administration experience and a strong attention to detail to the OBIN team. She focuses on accuracy, efficiency and care across the administrative side of the client relationship.

Jacky Jordaan

Healthcare Adviser and Administrator

Jacky has experience across medical, corporate and financial-services environments and supports OBIN clients through healthcare advice, administration and operational coordination. Her role helps ensure the healthcare side of the client experience is organised, responsive, and personal.

Johannes Burger, CFP®

Director & Wealth Manager

Johannes founded OBIN Wealth Management in 2017 with the vision of creating an environment where financial planners can guide investors toward financial freedom through objective, independent advice. His financial planning career began in 2010; in 2013 he obtained a Postgraduate Diploma in Financial Planning from the University of Stellenbosch and qualified as a Certified Financial Planner®. As Key Individual and Representative, Johannes is involved in strategy, planning, client engagement and overall management.

Allan Geldenhuys, CFP®

Wealth Manager

Allan began his financial services career in 2012, initially working as a financial analyst before moving into financial planning. He works with individuals, families, businesses and trusts to make informed financial decisions and implement effective strategies. Allan is a Certified Financial Planner® and member of the Financial Planning Institute of Southern Africa.