Sanlam Financial Adviser
Makete Raseroka
About me
I am an exceptional and highly attentive wealth advisor with a passion for building astute and niche financial structures that are uniquely tailored for our clients and the communities we serve. My vast background as a Supply Chain Professional, where I served the sector for over a decade, has afforded me the privilege of being able to relate with incredible individuals from all walks of life. I am an astute and passionate business leader with a curious mind. My main ambition is to not only inspire and encourage our clients on their pursuit of generational wealth, but to partner with them to ensure that their dreams are realised and preserved for their future generations. Your dream of creating and preserving generational wealth is what I aim to help you achieve, let me walk the journey with you, while providing valuable guidance and advice that will enable you to focus 100% of your energy on creating a life you can be proud of. Wealth in secure and trust worthy hands can have positive generational impact. As a trusted wealth advisor, I have the immense privilege to work with people who are as passionate as me about creating lasting and meaningful impact in the lives of those they serve and to ensure that they leave the world better than how they found it. It is an honour to be a part of the Limbic team's wealth movement where we have the opportunity to usher in a paradigm shift to our individual and collective success story.
My interests
- Family
My qualifications & recent awards
Qualifications
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Master of Business Administration
Awards
Sanlam Eagle Membership
Acknowledges advisers who are established professionals and trusted members of our community. This recognition reflects a commitment to upholding high standards of service and maintaining strong client relationships as part of our network.
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
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Saving for Retirement
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Personal Client Profile
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Risk Tolerance Assessment
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Online Will
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Short-term Insurance ChatBot
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Financial Check
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Money Personality
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CAMPAIGNS
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