Our Mission & Values
Transforming South Africa's financial landscape through education and empowerment
Our Mission
At FinWiseConsulting, our mission is to empower South Africans from all walks of life with the financial knowledge, skills, and confidence they need to make informed financial decisions and achieve long-term financial well-being.
We believe that financial literacy is a fundamental right and a crucial tool for economic empowerment in South Africa. By providing accessible, practical, and culturally relevant financial education, we aim to bridge the financial literacy gap and contribute to a more financially inclusive society.
Our goal is not just to help individuals navigate their immediate financial challenges, but to equip them with the understanding and tools they need to build sustainable financial resilience for themselves, their families, and future generations.
Our Core Values
Integrity
We uphold the highest ethical standards in all our interactions. Our advice is always honest, transparent, and in the best interest of our clients, never compromised by conflicts of interest or hidden agendas.
Education
We believe in the transformative power of knowledge. Our approach focuses on education rather than product sales, empowering clients with the understanding they need to make their own informed financial decisions.
Accessibility
We are committed to making financial literacy accessible to all South Africans, regardless of background or economic status. We communicate complex financial concepts in clear, jargon-free language that everyone can understand.
Relevance
We recognize that financial advice must be contextual to be effective. Our solutions are always tailored to the unique economic, regulatory, and cultural landscape of South Africa, addressing the real challenges faced by our clients.
Empowerment
We aim to empower rather than create dependency. Our goal is to equip our clients with the knowledge, skills, and confidence to take control of their own financial journeys and make decisions that align with their unique goals and values.
Inclusivity
We embrace South Africa's diversity and strive to create an inclusive environment where everyone feels welcome and respected. Our services are designed to meet the needs of South Africans from all communities and backgrounds.
Meet Our Team
Our team of certified financial advisors brings together decades of experience in South African and international financial markets
Thabo Nkosi
Founder & CEO
With over 15 years of experience in financial services, Thabo founded FinWiseConsulting with a vision to improve financial literacy across South Africa. He holds a CFP® designation and an MBA from the University of Cape Town.
Lerato Molefe
Head of Personal Financial Planning
Lerato specializes in helping individuals navigate complex financial decisions. With a background in psychology and finance, she takes a holistic approach to financial planning that considers both numbers and human behavior.
David van der Merwe
Investment Education Specialist
David has spent 12 years in investment management before joining FinWiseConsulting. He is passionate about demystifying investments for everyday South Africans and holds the CFA designation.
Nomsa Dlamini
Corporate Programs Director
Nomsa leads our corporate financial wellness initiatives, working with businesses across South Africa to improve employee financial health. She has an extensive background in corporate training and financial education.
Our Impact
Making a Difference in South African Communities
Beyond our client work, FinWiseConsulting is committed to making a broader impact on financial literacy in South Africa. We regularly partner with community organizations, schools, and government initiatives to extend financial education to underserved communities.
Our pro bono initiatives include:
- Free financial literacy workshops in township communities
- Financial education programs in high schools
- Mentorship for aspiring financial professionals from disadvantaged backgrounds
- Collaboration with non-profit organizations focused on economic empowerment
We believe that improving financial literacy is not just about individual prosperity, but about contributing to a more equitable and economically resilient South Africa.
Join Us in Our Mission
Whether you're looking for personal financial guidance, corporate financial wellness programs, or partnership opportunities, we'd love to hear from you.
Contact Us Today