Welcome to Esteemed
Executive Summary
Esteemed Financial Solutions was established in 2014 and it is located in Johannesburg, Gauteng. We offer comprehensive financial planning, financial coaching, and employee wellness programs. Esteemed Financial Solutions is an independent authorized financial service provider which charges initial consultation fees and discounted commissions to our clients. We give our clients individualized service, suitable information, and ongoing financial guidance so they can make sound financial decisions.
Esteemed Financial Solutions is owned and operated by CERTIFIED FINANCIAL PLANNER ® and Entrepreneur Nonhlanhla Nxele. She has more than 13 years of financial industry experience, and Esteemed Financial Solutions has built on her vision of financial wellness and prosperity for individuals to assist them with their financial goals.
Company Overview
Esteemed Financial Solutions is a Proprietary Limited Company (PTY) Limited company in Johannesburg, Gauteng. We guide our clients on a 3-stage journey, becoming debt-free, accumulating wealth, and retiring comfortably. All our individual clients such as young professionals (employees or entrepreneurs), young families, and retirees, come from multitudes of backgrounds and need help in planning for their future. Esteemed Financial Solutions financial planners understand each client’s needs, wants, and long-term goals, and we work one-on-one with them to develop, implement, and execute a strategy to help them achieve their financial goals.
Our Philosophy
Through comprehensive and integrated financial planning and coaching, we guide our clients through a journey of three stages:
Vision
Our vision is to provide long-term, sustainable financial solutions to our clients. We work with them to anticipate and navigate major life transitions, ensuring that they meet their financial and personal goals.
Mission
We educate, empower, and advise individuals at all stages of their lives.
Our Value proposition
We are committed to assisting individuals at various stages of their lives in securing their financial futures through HOPE.
- Helpfulness
- Openness
- Professionalism
- Effectiveness
Vision
Our vision is to provide long-term, sustainable financial solutions to our clients. We work with them to anticipate and navigate major life transitions, ensuring that they meet their financial and personal goals.
Mission
We educate, empower, and advise individuals at all stages of their lives.
Our Value proposition
We are committed to assisting individuals at various stages of their lives in securing their financial futures through HOPE.
- Helpfulness
- Openness
- Professionalism
- Effectiveness
What Drives Us
Honesty & Integrity
We are committed to promoting the highest standards of honesty and integrity to clients and other stakeholders.
Excellence
We strive for excellence in instruction, service, and continuously seeking improvement in all aspects of our work.
Professionalism
We demonstrate pride in our professional appearance and behaviour towards our clients and among ourselves.
Our Fees
The fee structure of Esteemed Financial Solutions is fully disclosed to our clients and accepted in writing by them. There are no unstated additional costs.
Onboarding Fees
Our initial consultation fees are discounted to serve most people. The fee charged will guarantee you a thorough 1- hour financial analysis session by the Financial Planner and 3 months follow-up thereafter.
Initial Fees
Initial fees and a once-off structuring fee may be applicable depending on the value of the investment and the complexity of the circumstance involved.
Annual Fees
The fee structure for our investment portfolio is non-commission based, with an annual advisory fee that ranges from 0.5 percent of the assets under management.
