I am Mona, an Associate Financial Planner by profession that works with Life and Financial Planning. I was unaware of this profession until I encountered this module in my 3rd year and fell completely in love with it – largely due to how I believe access to a financial planner could have resulted in a better financial position for my family, and many other families in SA at large. This is what I want for South Africa & Africa at large, a nation with financially savvy and independent individuals. In addition to holding a CFP® designation, I have completed my MCom in Investment Management (Cum Laude) at the University of Johannesburg with a focus on ‘Black Tax: How it impacts the working class in South Africa’. I host/participate in financial literacy workshops regularly and I annually structure and lead give-back projects, that focus on enhancing the education experience in primary and/or high schools.
Recent Posts
Posted by Bunono
25 February 2025
Your Rights and Responsibilities To Protect You Against Undesirable Financial Outcomes
Financial products can be complex. For someone starting out their financial planning journey, it can be a daunting process. As a result, people often have to rely on the advice...
View ArticlePosted by Bunono
19 February 2025
Finance in Action: How the Partner You Choose Shapes Your Financial Journey
Valentine’s Day often brings to mind love, romance, and shared moments. However, beneath the flowers and candlelit dinners lies an often-overlooked aspect of relationships: the impact your partner has on...
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