The Person Behind the Plan
Meet Sbu.
Built in South Africa. Sbu's journey from banking halls to running an Old Mutual franchise is a story of purpose — helping ordinary South Africans achieve extraordinary financial outcomes.
"Imali ayibuzwa ngolimi — money doesn't ask what language you speak. But it does ask whether you have a plan."
12+
Years in Finance
R100m+
AUM Milestone
Old Mutual
Franchise
Based In
Johannesburg, SA
South Africa 🇿🇦
Professional Journey
From banking halls to R100m milestones
The Foundation
2008–2014
Banking Roots at Nedbank
Started in retail banking, mastering credit, lending, and the mechanics of money. Achieved top sales performance and built a reputation for client-first advice. This is where the belief was born: every South African deserves a financial plan.
The Turning Point
2014–2018
From Employee to Advisor
Transitioned into financial planning, qualifying as a licenced advisor under the FAIS Act. Specialised in investment planning and risk cover. Recognised that the gap between financial products and financial understanding was costing South Africans dearly.
The Milestone
2018–2022
Old Mutual Franchise & R100m AUM
Achieved franchise status with Old Mutual — one of Africa's most trusted financial institutions. Crossed R100 million in assets under management. Built a client base spanning teachers, engineers, entrepreneurs, and first-time investors.
The Mission
2022–Present
Sbu on the Money — Community First
Launched "Sbu on the Money" as a brand and movement. Expanding financial literacy through digital platforms, WhatsApp communities, and workshops. Bridging the gap between financial knowledge and everyday South Africans.
What We Stand For
Advisory rooted in community
"I am because we are." Financial planning isn't just about individual wealth; it's about building generational security for families and communities.
Sbu's South African professional journey informs a uniquely human approach to money — one that respects where you've come from while building toward where you're going.
"The greatest investment you can make is in someone who believes in your potential before you do."
— Sbu, Founder
Ethical Advisory
Every recommendation is driven by your needs, not commission. Transparent fee disclosure, always.
Community Empowerment
Financial literacy is a right, not a privilege. We give back through workshops, WhatsApp groups, and free resources.
Cross-Border Expertise
Serving clients across South Africa and beyond. We understand the nuances of building wealth in diverse economic contexts.
Long-Term Partnership
We don't disappear after the sale. Annual reviews, proactive check-ins, and life-stage planning — we grow with you.
Ready to Start?
Let's build your plan together
No complicated forms. No jargon. Just a conversation about your goals — and a clear path forward. Siyabambisana.