Grow. Protect.
Plan Your Wealth.
Helping South Africans build financial confidence — from your first investment to a secure retirement. Siyabambisana.
Portfolio Value
R 847,320
Track Record
Numbers that speak for themselves
Assets Under Management
R100m+
Clients Served
400+
Years of Advisory
12+
Old Mutual Franchise
Accredited
Credentials & Affiliations
What We Offer
Services built for your journey
Financial Needs Analysis
A comprehensive review of where you are today vs. where you want to be — covering income, expenses, debts, goals, and gaps. Your personalised roadmap starts here.
We examine your full financial picture across 6 key areas: income protection, savings, debt, retirement, estate, and investment.
Investment Planning
Short-term, long-term, and tax-free savings (TFSA) strategies tailored to your risk profile and timeline.
Retirement & Estate
Plan the life you deserve after work — and ensure your legacy is protected.
Risk & Insurance
Life cover, disability, dread disease — because your income is your greatest asset.
Financial Literacy
Digital branding, community workshops, and "Sbu on the Money" resources to empower your financial knowledge.
Client Stories
Real people. Real results.
From first-time investors to growing entrepreneurs — here's what clients say about working with Sbu.
“Sbu helped me set up my first TFSA and retirement annuity. I finally understand where my money is going. My savings grew 18% in the first year.”
Nompumelelo Dlamini
Teacher, Soweto
“Finding a planner who truly understands my financial goals was everything. Sbu structured my investments with clarity and professionalism. I finally feel in control of my financial future.”
Thabo Mokoena
Engineer, Pretoria
“The Financial Needs Analysis opened my eyes. I had gaps I never knew about. Within 6 months, I had proper risk cover, an emergency fund, and a clear investment plan. Ayashisa lawo!”
Zanele Khumalo
Entrepreneur, Durban
Start Today
Your financial future starts with one conversation
Whether you're just starting out or looking to grow an existing portfolio — book a free 30-minute consultation. No jargon, no pressure. Just clarity.