Financial Advice in Gaborone, Botswana
We specialise in retirement planning, money management and investment advice for people in Botswana.
Kgale Court 129, Gaborone International Finance Park, Gaborone, Botswana
Tel: (+267) 3180111 Fax: (+267) 3180184
Our Local Advisers:
James Fern, Senior Partner, CFP®, Cert PFS
James is a CERTIFIED FINANCIAL PLANNER® professional, a qualified member of the Chartered Insurance Institute (CII)(London, UK), a certified member of the Personal Finance Society (PFS)(UK), an Associate of of the Chartered Institute for Securities and Investmentsd (CISI) (UK) 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 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
Lesedi Lentswe, BCom (Financial Planning), Financial Planner in Gaborone, Botswana
Lesedi holds a financial planning degree from Nelson Mandela Metropolitan University in South Africa. She is a member of the Association of Botswana Financial Advisers (A.B.F.A.) She's currently studying for her Certified Financial Planner professional exams.
She is a skilled financial planner, getting individuals to achieve their financial goals.
For a more detailed profile visit: www.linkedin.com/pub/lesedi-lentswe/96/399/803
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
Somolekae (Somo) Modikwa, ACISI, Financial Adviser Botswana
Somo is a qualified member of the Chartered Institute for Securities and Investment (CISI)(UK) holding the International Certificate in Wealth Management. He is a member of of the Association of Botswana Financial Advisers (A.B.F.A.)
Somo takes excellent care of his clients, travelling widely between Gaborone, Francistown, Jwaneng and Selebi Phikwe.
For a more detailed profile visit: http://www.linkedin.com/pub/somolekae-modikwa/5a/763/334
Kabo Kgopo, Client Service Adviser in Gaborone, Botswana
Kabo graduated with Honours from a top tier University in Malaysia, where he completed a Bachelor of Business Administration degree majoring in Finance. He has since worked for the National Food Technology Research Centre as an Accounts Officer, Ariya Capital (UK) as a Research Analyst, African Emerging Ventures (UK) as an Analyst, Ipro (MU) as a Financial Analyst.
Kabo is currently pursuing a post graduate qualification (CFA level 1) and is a member of the Chartered Institute for Securities and Investment
Kabo adds value by keeping our clients in touch with their investments.
All our advisers are either citizens or long term residents of Botswana. This is important because we pride ourselves on giving excellent service on an ongoing basis.
Our clients are encouraged to pop-in to our office in Molapo Crossing. We never need more than 24 hours notice to set up a personal meeting, for either new or existing clients. Please call us on 3180111.