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    We specialise in investment advice, retirement planning and money management for people in Botswana.

    Kgale Court 129, Building B,

    Gaborone International Finance Park,

    Gaborone, Botswana

    Tel: (+267) 3180111  Fax: (+267) 3180184

    All S.C.I. financial advisers in Botswana are members of ABFA - The Association of Botswana Financial Advisors

     

    ABFA - the Association of Botswana Financial Advisers

     

    Our Local Advisers:

    James Fern, Senior Partner, CFP®

    James is a CERTIFIED FINANCIAL PLANNER® professional and a member of the Financial Planning Institute of Southern Africa

    He holds numerous qualifications in investment, protection and financial planning from both the UK and South Africa, including the UK CISI Level 4 Certificate in Advance Wealth Management, the CII Certificate in Financial Planning and the Postgraduate Diploma in Financial Planning from the University of the Free State.

    He specialises in wealth management - managing client investment portfolios to enable our high-net-worth clients to achieve financial independence.

    For a more detailed profile visit: http://www.linkedin.com/in/jamesfern 

     

    Brian Marisa, CII (Award),

    Financial Adviser in Gaborone, Botswana

    Brian is a qualified member of the Chartered Insurance Institute (London, UK) holding the Award in Financial Planning. He is a member of the Association of Botswana Financial Advisers (A.B.F.A.)

    Brian's experience as a proud father helps other parents  plan their family's financial future.

    For a more detailed profile visit: http://www.linkedin.com/pub/brian-marisa/25/380/39

     

    Matilda Monks, CII (Award),

    Financial Adviser Botswana

    Matilda is a qualified member of the Chartered Insurance Institute (London, UK) holding the Award in Financial Planning. She is a member of the Association of Botswana Financial Advisers (A.B.F.A.)

    Matilda takes care of our clients in Gaborone, Botswana, providing them with regular investment updates and administration support. She carries out regular reviews of financial planning needs to assist our clients achieve their financial goals.

    For a more detailed profile visit: http://www.linkedin.com/pub/matilda-monks/3a/3b/2b

     

    Katrinah Mmusi

    Private Client Adviser 

    Katrinah is an Associate Member of the Chartered Institute for Securities and Investments and holds the CISI Level 3 Certificate in Wealth Management

    For a more detailed profile visit: https://www.linkedin.com/in/katrinah-mmusi-486099126/

     

    Vanessa Mphathi


    Private Client Adviser

    Vanessa is an Associate Member of the Chartered Institute for Securities and Investments and holds the CISI Level 3 Certificate in Wealth Management

    For a more detailed profile visit: https://www.linkedin.com/in/vanessa-mphathi-99a150100/

     

    Keabetswe Koorapetse


    Client Adviser

    Keabetswe is passionate about financialplanning, and holds a degree in financial planning from Nelson Mandela Metropolitan University.

    For a more detailed profile visit: https://www.linkedin.com/in/keabetswe-lianna-koorapetse-a92a80a1/

     

     

     

    All our advisers are either citizens or long term residents of Botswana. This is important because we pride ourselves on serving on our clients side over the long term.

    Our Clients are encouraged to come to our office in Kgale Court. Please call us on (+267) 3180111 to set up a personal meeting.