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Asande Mathonsi - Financial Advisor Town Bush Valley, Pietermaritzburg

Sercuring Your Financial Future

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I am a passionate Financial Advisor committed to helping young professionals craft a financial blueprint for success. My expertise lies in designing strategies that not only achieve your financial goals but also provide a safety net against life's unpredictable events—be it death, critical illness, disability, or the economic impacts of inflation and taxes. Together, we can turn your financial dreams into reality while ensuring peace of mind for life's unexpected turns.

Services Provided

Estates And Trusts, Financial Advisors, Insurance, Investments

Work Focus

financial advisory services, life insurance, investment advisory services, retirement annuity, estate planning services

What training and/or membership affiliations do you have that relates to your work?

I hold a bachelor degree in financial planning and currently pursuing my RE5 certificate. I endeavor to become a CFP (Certified financial planner).

Describe a recent project that you have completed.

I have assited clients in Estate Planning by calculating the administration costs to wind up their estates and providing a solution to the estae liquidity shortfalls. I have assisted my clients in planning their retirement to ensure then have enough funds to have a comfortable retirement. I have provided investing advice to clients who want to invest lump sums for a particular goals at a particular risk profile.

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Asande Mathonsi - Financial Advisor Town Bush Valley, Pietermaritzburg

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What training and/or membership affiliations do you have that relates to your work?

Describe a recent project that you have completed.

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