START YOUR FINANCIAL PLANNING TO SUCCESS

Currently, there are so many options on financial products. So let us use our knowledge and experience to recommend the best financial planning to meet YOUR needs, personality, and beliefs.

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Certainly objective financial planning

Financial Planning result in smiles

We believe in providing transparent financial planning based on sound values to meet your needs. Therefore, preparing you and your family for the future.

We’ll work with you to plan your financial objectives by considering all factors. This includes investing and insuring you against risk.

So let’s help you save first before spending. Need that family holiday? Therefore start planning today.

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.

What we do in summary

  • Budgeting, Savings and Debt management
  • Financial Coaching
  • Needs analysis and goal-based financial planning
  • Tax advisory (Individual only)
  • Retirement planning
  • Wills & Estates
  • Loan finance deals – cars, property purchases, trade finance
  • Takaful insurance
  • Zakaah advice and calculations
  • Certainly shariah-compliant business practice including focusing on Credit interest
  • Conversions from conventional products to shariah products
Financial Planning session

Below are our industry-leading partners

Wealth creator - Old Mutual
Employee Benefits - Momentum
Financial Planning with Kagiso
Financial Planning
Financial Planning
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Also see our approach to Employee Benefits and Investment Portfolio management by clicking the underlined links.

Start planning your success

Financial Planning for that home you want

So let’s work towards achieving your specific personal goals.

First, complete the form below. Second, we’ll contact you. We also here via live chat. So lookout for the chat icon below.

More ways for us to connect

Chat to us via WhatsApp now (Works on chrome, firefox and opera browsers).

LET'S CHAT!

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