Individuals/ Families
I help individuals and families protect and grow their wealth by using ideal financial tools for their specific changing needs.
Hi, I'm
Moses.
Your One-Stop Financial Advisor
Have a burning question? Or need some financial advise urgently?
I pride myself in educating my clients to make sound financial decisions
Corporates
I work with corporates in ensuring that their employees are taken care of financially through well crafted employee benefits schemes.
Business owners
Helping business owners understand the financial risks that come with owning a business and ensuring that those risks are mitigated to ensure business continuity.
About
Moses Mashilo
I believe I’m driven by purpose in most of the things I do, sometimes not even being aware of it. I've come to realize that the greatest pleasure in my life comes from helping others achieve their goals and living in their life purpose, whether it be by encouraging/motivating them to pursue their dreams in life, giving business advice or teaching wealth management principles, to mention a few.
I have over 15 years experience in the financial services industry and I'm a CFP® professional with an MBA (Wits, UKZN & UFS Alumni). I am well qualified, experienced and licenced to help you navigate your financial landscape. It is my quest to make your finances work for you, so let's get started!
My process is well thought of, first we discuss your financial and lifestyle goals; short, medium and long term. We then analyse your current financial status; i.e. income, expenses, assets, liabilities, etc. This is all done to determine the best route to your financial stability and wealth creation/protection.
Investments
100%
Retirement Planning
98%
Short and Long term Insurance
96%
Business Planning
95%
Wills, trusts and Estate planning
97%
Connect with me on Linkedin:
What my clients have to say
"Moses understands the anxieties and complexities that come with investing, and always manages to reassure the client so that they leave feeling positive about the future."
Sibusiso Buthelezi
"Professional, knowledgeable and demonstrate great attention to detail, those are some of the attributes Moses has. He is refreshingly honest and detailed with his approach.
Johan Van Der Merwe
"Moses has developed a financial plan for me that allows me to have much better control of my financial affairs and plans for the future. Everything makes much more sense now. "
Mpho Ledwaba