beBee background
Professionals
>
Johannesburg
Zizwe Mbatha

Zizwe Mbatha

INDEPENDENT FINANCIAL ADVISOR

Accounting / Finance

Johannesburg, City of Johannesburg Metropolitan Municipality

Social

Services offered

I help professionals and businesses on their long-term futures through a deep understanding of economic ecosystem and human relationships.

Independent Financial Adviser with over two decades in the financial services industry and the recent decade spent at Liberty, PPS and Absa Insurance and Financial Advisors before joining Financial Solutions 4 Professional in October 2024.

My clientele is predominately but not limited to medical professionals, accountants, legal practitioners and engineers.

My value proposition includes advice in the following areas:

  1. Retirement Planning
  2. Estate Planning, Will & Trusts
  3. Risk Planning
  4. Investment Planning
  5. Business Assurance
  6. Short Term Insurance
  7. Medical Aid and Employee Benefits

The purpose of financial planning is to assist my clients to look forward to life with expectation rather than apprehension. To achieve this, it must be robust, adaptable and focused directly on your personal needs

Retirement planning
Estate planning
Short term insurance
Risk planning
Employee benefits
Medical aid
Investment planning
Business assurance
Financial adviser
Approximate rate: ZARR 1,500 per hour

Experience

My recent role at Absa Group, complemented by my current position at Financial Solutions 4 Professionals (fs4p), has allowed me to deepen my expertise in financial risk management and business analysis. The core of my profession lies in empowering clients to make informed decisions, a mission I carry out through strategic financial planning and personalized advice. iI have been in the financial industry for over two decades,

With a focus on adapting to market trends and regulatory shifts, my approach is grounded in integrity and due diligence. I am committed to assisting clients in securing their financial future, leveraging my fluency in English, Zulu, and Afrikaans to serve a diverse clientele effectively. At fs4p, my dedication to doing things right the first time remains my guiding principle.

Education

I have a post graduate diploma in Management obtained at University of Witwatersrand and also done the Regulatory exams.

Professionals in the same Accounting / Finance sector as Zizwe Mbatha

Professionals from different sectors near Johannesburg, City of Johannesburg Metropolitan Municipality

Jobs near Johannesburg, City of Johannesburg Metropolitan Municipality

  • Work in company

    Financial Advisor

    LegalWise

    This is a full-time role based in Johannesburg for a Financial Advisor who will provide clients with financial planning services and manage investments. · ...

    Johannesburg, Gauteng

    2 weeks ago

  • Work in company

    Financial Advisor

    LegalWise

    This is a full-time, on-site Financial Advisor role based in Johannesburg. The team at LegalWise is passionate about standing by its members when they need it most. · Strong expertise in Financial Planning, Finance, and Financial AdvisoryWealth Management NQFL4 ...

    Johannesburg

    2 weeks ago

  • Work in company

    Financial Advisor

    The Legacy Planning Institute (Pty) Ltd

    We are seeking motivated and skilled Financial Advisors to join our growing team. · Advisors will work closely with clients to provide personalized guidance in financial planning, retirement planning, investments, and overall financial management. · ...

    City of Johannesburg

    3 weeks ago

See jobs in Johannesburg, City of Johannesburg Metropolitan Municipality