Financial planning

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Personal Financial Planning

 

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Personal Financial Planning

Personal financial planning is the process of managing your finances to achieve your life goals. It involves setting a budget, saving for the future, investing wisely, managing debt, and protecting yourself and your loved ones with insurance. In South Africa, financial planning takes into account local economic factors, tax laws, and unique needs such as retirement savings and education funding.

 

We understand that sound financial guidance plays a crucial role in helping individuals build, protect, and manage their wealth. That's why we have rigorous selection processes for choosing our partners and provide ongoing support to ensure they continue delivering exceptional advice, guaranteeing that our clients receive top-tier service at all times.

 

Professional team

Veschini Maharaj (Chief Executive)

Veschini is a seasoned professional. She holds a B.A Degree and a Higher Education Diploma.  In addition, she has completed her Regulatory Exams and on her way to complete her Post Graduate Diploma at GIBS Graduate School of Business

Florina Lebeko (Events and Conceirge) 

Flo joined the team from inception in 2020.  She assists with functions, events and general assistance. She is an essential part of the execution and delivery team supporting the Niche Brand

Lincoln Padavattan (Office Manager)

Lincoln started his career in IT but joined financial services in 2014 as a financial advisor.  He worked for several large insurance companies, including PPS before joining Niche Asset Protection, as Operations Manager.

Veschini Maharaj (Chief Executive)

Veschini is a seasoned professional. She holds a B.A Degree and a Higher Education Diploma.  In addition, she has completed her Regulatory Exams and on her way to complete her Post Graduate Diploma at GIBS Graduate School of Business

Rickie Tschuma (Relationship Consultant)

Rickie joined the team about a year ago.  She is keen to learn and grow in the insurance sector, having completed a learnership programme through INSETA.  She has completed her Regulatory Exams and Class of Business

Niche Asset Protection is the Trading Name of Fairbairn Solutions Pty Ltd Company Registration number 2020/679206/07

An authorised financial advisor of Fairbairn Consult Pty Ltd, FSP 9328, a member of the Old Mutual Group