WEALTH MANAGERS PASSIONATE ABOUT PROVIDING FINANCIAL SOLUTIONS TO HUMANITY

We partner with industry-leading service providers to package the best solution for you. As a result, you can be assured of top quality products and service.

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KBwealth managers are a Cape Town-based company with a reach throughout South Africa. We focus on employee benefits, investments, financial planning, business advisory. Furthermore, we offer FREE financial literacy and empowerment courses while doing other social upliftment and training.

We are committed to providing a refreshing experience to all South Africans we in contact with during their unique financial journey.

Our communication and interacting approach are different from the industry norm, hence we different. We use a blend of social media combined with traditional communication methods, thus allowing us to be in constant contact with our clients while maintaining sound wealth management principles.

Above all, our vision is to play a role in financially empowering all South Africans.

How we work

We connect with you

First of all, we meet with you to understand your needs and objectives before getting your financial information.

We plan

Then we create a plan taking into account your personality and beliefs to determine the best solution to reach your objectives.

Execute and monitor

Finally, we do what it takes to execute the plan, monitor, and feedback to you, giving you time to focus on the things you enjoy.

Solutions we offer

Wealth Managers create happy people

Employee Benefits

Attract, Retain & reward top talent while you focus on growing your business

Wealth Managers create happy people

Investment services

We specialize in shariah-compliant and socially responsible investments

Financial Planning

We use sound values to provide holistic financial planning services

Wealth Managers create happy people

Business Advisory

Optimize your business strategies, processes, controls, and practices

Wealth thinking to improve communities

Social upliftment

Take advantage of our free financial literacy and empowerment course

Our industry-leading partners

Meet the director

Yunus Karriem

Yunus Karriem

Director

Yunus is a Certified Financial Planner since 2001. He has a Bcom(UCT), Postgraduate diplomas in business analysis, and project management. Also, he has certification from the Islamic Finance Institute of South Africa. Further-more he is a registered Prince2 project management professional. Yunus has 23 years of working experience in the financial services industry. During his career he fulfilled roles in employee benefits, lisp products, unit trusts, and wealth management products. As a result of his career path, he developed key strengths such as problem-solving, debt management and saving techniques, and business process optimization.

CONTACT

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email info@kbwealth.co.za
Reg no. – 2020/005147/07
Licence – FSP46853
BBBEE level 1