OBIN Wealth Management
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Wealth Journey

Wealth management for every stage of your financial journey.

OBIN brings your financial decisions together under one wealth management relationship. Our investment management, life insurance, medical aid and investment portfolio services help you build a connected strategy rather than a collection of unrelated products.

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Investments
Life Insurance & Protection
Medical aid & Healthcare
OBIN Investment Blends

Four connected services

One relationship, covering every part of your financial life.

Explore each part of the OBIN Wealth Journey below — or book a conversation and we’ll help you work out where to start.

Investments

Build and manage an investment strategy aligned with your goals.

Life Insurance

Protect your income, your family and the life you’ve built.

Medical Aid

Make informed choices about medical aid & healthcare cover.

Investments Blends

Explore OBIN’s structured investment portfolio approach.

Why a connected approach

Your decisions don’t happen in isolation — neither should your advice.

An investment decision can affect your retirement plan. A change in income can affect your insurance needs. Healthcare cover sits alongside savings and protection. OBIN’s wealth management approach considers how these decisions connect, rather than treating each one separately — all guided by our structured, six-step financial planning process.

Let's connect

Let’s start a conversation.

You don’t need to have all the answers before you speak to us. Start with a conversation, and we’ll help you understand the next step.

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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.