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Thabo N.

Financial Planner

  • Hourly rate: R200 /hr
  • Experience: 4 Years

About Thabo

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I am a young and vibrant financial services professional who is passionate about the financial wellness of individuals, families, communities, businesses and society as a whole. I am currently studying and working towards becoming a Certified Financial Planner which will enable me to best serve my clients. My goal is to be a Wealth Manager or Lifestyle Financial Planner of note who can assist and educate the community regarding their financial concerns and ensure their financial freedom. I undertake a holistic, advice and client-centric financial planning approach; which covers investment planning (local and offshore), education planning, business assurance, employee benefits, risk planning (death, disability, critical illness), estate planning, tax planning, debt management, and budgeting.

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