Trustindex verifies that the original source of the review is Google. I had a session with Charl at a pretty pivotal moment. I was just about to sign into a fairly major offshore investment structure, and something in my gut told me to get a second opinion from someone who actually understands yachting and what this lifestyle does to your finances long term.
I’m very glad I did.
Charl didn’t try to sell me anything, didn’t overcomplicate things, and definitely didn’t give me the “financial advisor script.” He just listened, asked sharp questions, and helped me see the situation clearly. Within one call, I felt 10x more grounded and confident in the direction I was taking.
What I appreciated most is that he genuinely gets it. He’s been in the industry, he understands the rotation lifestyle, the big income swings, the temptation to overcommit, and the pressure to “do something smart” with your money. His advice was solid, practical, and based on real experience — not theory.
He’s straight-talking, down to earth, and clearly wants the best for people. You can tell he actually cares about helping yacht crew build real wealth and optionality, not just portfolios on paper.
If you’re in yachting (or recently out) and you’re about to make a big financial decision, have a chat with Charl first. It could save you a lot of money — and a lot of stress.
Couldn’t recommend him highly enough.
