About me
With over 15 years of experience in the financial services industry, I hold a National Certificate in Wealth Management and passed the 1st Level Regulatory Exam for Representatives (RE5). Specializing in advising members of the Government Employees Pension Fund (GEPF), I am dedicated to helping clients secure their financial future. Combining extensive industry knowledge with a client-centric approach, I provide personalized strategies and expert guidance.
My interests
- Church
- Soccer
- Music
My qualifications & recent awards
Qualifications
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National Certificate in Wealth Management
Awards
Sanlam Financial Planner
Sbonelo Mbalane
Contact details
79 , Harding street , Newcastle , 2940, D810918
PRODUCTS AND SERVICES
What we offer
Severe Illness Cover
Helps cover the unexpected costs of a dread disease, leaving you to focus on your health.
TOOLS & CALCULATORS
Explore resources to help you connect with a financial adviser.
Saving for Retirement
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Personal Client Profile
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Risk Tolerance Assessment
INVESTMENT RISK PROFILE
Online Will
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Short-term Insurance ChatBot
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Financial Check
5 MINUTE QUIZ. SEE HOW FINANCIALLY PREPARED YOU ARE
Money Personality
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CAMPAIGNS
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