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Bheki Shongwe
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Bheki Shongwe

Financial Wellbeing Advisor

0.0

(0 reviews)

Johannesburg, South Africa

English

0+ sessions

Specialization

Budgeting & Expense ManagementDebt Reduction StrategiesSavings & Investment PlanningRetirement & Pension PlanningCredit Score ImprovementTax Planning BasicsFinancial Goal SettingEmergency Fund Strategies

About

As a certified Financial Wellbeing Advisor with an MBA, I am dedicated to empowering clients to achieve sustainable financial health. I offer personalized strategies that integrate financial planning with holistic wellbeing, ensuring a balanced approach to your financial journey. My goal is to provide you with sound advice and tailored solutions that not only meet your immediate financial needs but also foster long-term stability and peace of mind. Together, we can navigate your path to financial confidence and success.

Professional Background

3

UJ

May 2015 – May 2026

Qualifications

MBA
MS
MA
PhD
CFP
CFA
CPA
AFC

Languages

English

Locations

Edenvale