Excellence
Committed to the high standards, improvement & delivering quality.
Integrity
Our foundation is built on honesty and transparency, fostering trust and reliability.
Accountability
Taking ownership & delivering, we're committed to responsible actions.
Team Work
Uniting strengths for shared success, we thrive through collaboration and innovation.
10+
Years Experience
in This Field
About Our Company
Mfumo Wealth, Independent Financial Advice Firm.
Mfumo Wealth Advisory is a financial planning practice that follows the six-step financial planning process that places the needs and objectives of our clients at the heart of our business. Mfumo Wealth Advisory is associated with Fairbairn Consult, a brokerage that is a member of the Old Mutual Group.
Mfumo Wealth Advisory is not locked into any exclusive contract with one company which means that the business is run as an independent financial advice practice and therefore, not obliged to invest with any specific product provider.
Hot Line Number
+27 10 9002869
WHAT WE OFFER
We Offer An Effective Wide Area Business solutions
Investment planning
Welcome to Mfumo Wealth, where we redefine Investment Planning for a secure financial future.
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Retirement Planning
Our services ensure a robust retirement portfolio and a steady income stream for a comfortable retirement.
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Offshore Investment
Our experts minimize tax liabilities for individuals and businesses, optimizing your financial position
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Tax Planning
Our experts minimize tax liabilities for individuals and businesses, optimizing your financial position.
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Estate Planning
Secure your legacy with our Estate Planning. We preserve and distributes assets according to your wishes.
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Risk Planning
Mfumo Wealth identifies and mitigates potential risks, safeguarding your financial interests.
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10+
Years Experience
in This Field
Service Offering
Tailored Financial Strategies for a Prosperous Tomorrow
We strive to make financial freedom attainable to our clients and their families by providing bespoke wealth management solutions that turn client goals into a reality that leaves a legacy.
- Retirement planning & Unit Trusts
- Wills and Estate Planning
- Trust registration, structuring and administration
- Pension fund preservation
100%
Clients Satisfied
our Services