Empowering communities through financial
education and employee benefits.
Umnotho FS was established in 2019 for a sole purpose of empowering our customers with financial freedom to create their family’s wealth and legacy. We started trading in 2020 with Liberty Life being the first partner in offering solutions to our clients. Since then, we have grown to partner with Allan Gray, Momentum Life, FED Group, Sanlam Life, Capital Legacy, 1Life and Avbob. Umnotho FS was founded with a belief that true empowerment starts from knowledge, and that there is no one size fits all, hence we ensured a professional interaction with our customers to understand their financial goals and family needs.
We equip clients with the knowledge they need to make confident financial decisions.
We uphold the highest standards of professionalism, ensuring honesty in every interaction.
We build lasting relationships, supporting clients at every stage of their financial journey.
Director/Senior Financial Planner
East Coastal:
Durban
Sales/Admin Manager
KZN:
Durban
Financial Planner
East Central:
Bloemfontein
Financial Planner
KZN Midlands:
Pietermaritzburg
Financial Advisor
KZN Midlands:
Pietermaritzburg
At the core of our approach is the commitment to educate and empower our clients. We believe that by providing the right information, we can help you make informed decisions about planning, preserving, and protecting your family’s wealth. We guide you through a structured process, ensuring that every aspect of your financial future is considered.
01
We begin by getting to know you and understanding your unique situation, needs, and aspirations.
02
We work together to collect necessary financial information and clarify your short- and long-term goals.
03
Our team will assess your current financial situation, identifying strengths, gaps, and opportunities for improvement.
04
Based on our analysis, we provide personalized recommendations that align with your goals and financial position.
05
We assist in executing the strategies and plans we've discussed, ensuring a seamless transition from planning to action.
06
We regularly revisit your plan to ensure it continues to reflect your evolving goals, making adjustments when necessary.
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