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
Solutions we offer
Attract, Retain & reward top talent while you focus on growing your business
We specialize in shariah-compliant and socially responsible investments
We use sound values to provide holistic financial planning services
Optimize your business strategies, processes, controls, and practices
Take advantage of our free financial literacy and empowerment course
Our industry-leading partners
Meet the 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.
More ways for us to connect
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Reg no. – 2020/005147/07
Licence – FSP46853
BBBEE level 1