About Fivestones

Personal Financial Advice Built on Trust, Clarity and Long-Term Planning

At Fivestones, we provide thoughtful, personalised financial advice to individuals, families, and businesses across Cape Town and the Northern Suburbs. Our approach to financial planning is built on clarity, trust, and long-term relationships.

We believe financial planning should feel approachable and empowering and not overwhelming. Through practical guidance and tailored strategies, we help our clients make confident decisions, protect what matters most, and work towards lasting financial security.

Claurita Baard
Claurita Baard, CFP®
Wealth Manager & Founder

Claurita is the visionary leader of Fivestones and a Certified Financial Planner® (CFP®). She began her career in financial services at the PSG Academy in 2011, before moving into client advisory at PSG Wealth. In 2015, she earned her CFP® designation, establishing herself as a trusted professional in investment strategy, retirement planning, and wealth transfer. She also holds a Postgraduate Diploma in Financial Planning from the University of the Free State.

In 2019, Claurita joined Seed Investments, where she refined her holistic approach to wealth management, guiding individuals and families with integrity, clarity, and precision.
Having always dreamed of building her own practice, she is now bringing that vision to life with Fivestones, creating a business where her expertise, values, and commitment to clients are at the heart of everything she does.

At Fivestones, Claurita leads with empathy and purpose, simplifying financial complexity and empowering clients to make informed, confident decisions for their future.

Gideon Baard
Operations Director

Gideon oversees the operational and marketing functions at Fivestones, ensuring the business runs with efficiency, transparency, and a client-focused approach. With more than 17 years of experience in commercial leadership and team management, he combines strategy with execution to deliver seamless client experiences.

He holds a Bachelor’s Degree in Marketing Management from the Cape Peninsula University of Technology, providing a strong foundation in brand development, communications, and market strategy. He also completed his National Certificate in Generic Management (NQF Level 5) at the Maccauvlei Learning Academy (2023–2024), further strengthening his skills in leadership, project management, and operational excellence.

Most recently, Gideon successfully completed the RE5 Regulatory Exam in Financial Services (2025), ensuring he is fully qualified to support the firm’s financial operations within a compliant framework.

At Fivestones, Gideon brings together marketing expertise and operational oversight to ensure every client touchpoint, from onboarding to communications, reflects the firm’s values of trust, clarity, and professionalism.

Gideon Baard
Our Values

At Fivestones, our values guide us in how we work, how we advise, and how we build lasting relationships with our clients. They reflect our belief that good financial planning is not about complexity or quick wins, but about choosing the right foundations and approaching each decision with care and purpose.

Much like the story behind our name, we believe that meaningful progress comes from selecting the right tools, applying them wisely, and moving forward with confidence.

We believe financial planning should be easy to understand and practical to apply. Our role is to simplify complex decisions and provide clear guidance, so clients feel confident in every step they take.

Every client’s journey is different. We take time to listen, understand personal goals, and tailor our advice accordingly as lasting financial success is built on relationships, not transactions.

Just as every stone has a purpose, every financial decision should serve a clear goal. We help clients prioritise what truly matters and build strategies that support their long-term vision.

Trust is earned through consistency, honesty, and accountability. We act with integrity in everything we do and always place our clients’ best interests at the centre of our advice.

True financial confidence is built over time. We focus on sustainable planning that adapts as life changes, helping clients move forward with clarity and peace of mind.