|Firm||Thabo Ntini RFP™|
Willowvale Office Park,
15 Van Hoof Street,
|Languages||English, IsiNdebele, IsiXhosa (in order of proficiency)|
BCom Honours Degree in Financial Planning (University of Johannesburg)
Undergraduate BCom Degree in Financial Planning (Nelson Mandela Metropolitan University)
RFP™ Designate (The Financial Planning Institute of Southern Africa)
|Life and Disability|
FOCUSHolistic, advice and client-centric financial planning spanning across investment, education, estate and risk planning as well as business financial planning.
-Tax planning | -Financial Education | -Debt Management | -Drafting of Wills | -Detailed Business Plans | -Property Investment Advice
OTHER COMPANIES REPRESENTED
Companies through which more than 30% of income is derived:
Thabo started his career in the offshore space in a company that worked with high net worth individuals. He later left and had a short stint in the banking environment while trying to find the perfect fit for him to practice financial planning. He then moved to Momentum Financial Planning as he found this to be the best space for his career progression and for him to truly serve clients' best interests.
Thabo holds a Bcom Honours Degree in Financial Planning from the University of Johannesburg as well as an undergraduate BCom Degree in Financial Planning from Nelson Mandela Metropolitan University. He is currently studying towards CFP Designation and is an RFP™ Designate with The Financial Planning Institute of Southern Africa.
Thabo is a young and vibrant financial services professional who is passionate about the financial wellness of individuals, families, communities, businesses and society as a whole. He is currently studying and working towards becoming a Certified Financial Planner which will enable him to best serve his clients. His goal is to be a Wealth Manager or Lifestyle Financial Planner of note who can assist and educate the community regarding their financial concerns and ensure their financial freedom. He undertakes a holistic, advice and client-centric financial planning approach; which covers investment planning (local and offshore), education planning, business assurance, employee benefits, risk planning (death, disability, critical illness), estate planning, tax planning, debt management, and budgeting.
|Minimum Levels of Premium/Investment accepted||Lump Sum: not specified
Recurring monthly: not specified
|Remuneration||Fee OR commission|
|Legal structure of employer||Listed Company|
|Number of staff||11 - 20|
|Indemnity insurance||Insurance: yes