Our Solutions

Sustainable Financial Solutions

We are licensed financial service provider with license No: 46156.

Under our care, we will make your financial goals a reality by guiding you on a 3-stage journey of becoming financially independent, accumulating, and protecting wealth and retiring comfortably.

Comprehensive Financial Planning

At Esteemed Financial Solutions, we specialize in creating customized comprehensive financial plans that enable individuals to take control of their financial lives. Our objective is to assist you in achieving your goals, assuring a future that is not only secure but also prospering, and providing you with the peace of mind you deserve.

Our minimum criteria are holistic and comprehensive financial planning across the most important aspects of your lives by implementing three financial pillars through a budget, assessments of needs, goals and desire in order to create your plan.

Protect Yourself

Income protection
Planning for disability
Planning for major illness
Health planning

Support your family

Planning for death
Estate planning
Planning for education
Health planning

Build your future

Investment planning
Retirement planning
Debt management
Wealth creation and management

Our process involves data collection, in-depth analysis, and the delivery of actionable, printable solutions. For the investment in your financial well-being, we charge a fee to get a detailed Financial Needs Analysis.

Esteemed Wealth Kits

Esteemed Wealth Kits include a comprehensive report and the implementation of solutions:

Foundation Kit

It is created for individuals in the foundation phase of their lives, including young professionals and married couples with children, seeking to nurture and safeguard wealth for their families. Additionally, it caters to those aspiring for a comfortable retirement.

What you will learn

Investment Planning
Retirement Planning
Risk Planning
Health Planning
Budgeting and Cash Flow Planning

What's included

Financial coaching session – once a year
A call per bi-yearly
Virtual annual review
Monthly investment statements
Educational content quarterly

Enhanced Kit

It is designed to elevate your financial strategy to new heights by offering enhanced features tailored to individual financial goals and circumstances. It can include strategies for your family and small businesses.

What you will learn

Investment Planning
Risk Planning
Estate Planning
Retirement Planning
Education Planning
Health Planning
Cash flow Management

What's included

Financial coaching session
per bi-yearly
A call per bi-yearly
Annual tax filing
Virtual annual review
Monthly investment statements
Educational content quarterly

Ultimate Kit

It emphasizes the importance of asset structuring by expertly tailoring asset management to individual goals and circumstances, optimizing financial outcomes and providing a solid basis for long-term wealth growth and preservation. Emphasis is placed on multiply business and asset classes and legal structures including family legacy planning.

What you will learn

Retirement Planning
Risk Planning
Estate Planning
Health Planning
Investment Planning
Tax Planning
Asset Weighting Management
Legal and Business Entities

What's included

Financial coaching session
per quarter
Four calls per year
Annual tax filing
Bi-annual review
Monthly investment statements
Educational content quarterly
Masterclass content

Financial Coaching

We assist our clients through the financial coaching service by a hands-on approach, goal setting, education, and be the accountability partner. This service will help you keep track of your financial and personal goals.

Employee Wellness Programme

We focus on providing you and your employees with both information and skills to ensure that you both becomes more financially savvy. Our sessions will cover areas such as but not limited to:

We package group employee benefits that will meet your employee’s needs such as:

Esteemed Kits

View our kits to assist you on your journey. Our two kits of offer include the Esteemed Wealth Kit and the Esteemed Entrepreneur Kit.

our cients

Testimoninals

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Athandile Hadebe Client

Thank you, Noni, for going out of your way to give me what I need. We can now have trust fund babies and it is not all expensive.

Shalati Baloi Client

I would like to take this opportunity to thank Nonhlanhla for being part of my life. I never thought that I can be what I dreamed of while still alive and plan my lovely family's future when I am no longer with them. Today I am living like a queen. I got a will, I am heavily covered with life insurance, planned my own funeral. I am truly blessed to have you in my life. I feel you are part of my family because I am always reminded about my family first thing to be done when I pass on. I am really over the moon with happiness.

Lungelo Dlamini Client

Esteemed Financial Solutions offers tailor-made financial services that make you enthusiastic about your personal finances. They have enhanced my relationship with money through guidance in developing better financial habits, matching my financial goals with suitable investment platforms, and keeping me accountable to my financial plans.

Comprehensive Financial Planning

Financial Coaching

Employee Wellness Programme

Esteemed Kits

Comprehensive Financial Planning

Financial Coaching

Employee Wellness Programme

Esteemed Kits

Our Solutions

Sustainable Financial Solutions

Comprehensive Financial Planning

Esteemed Wealth Kits

Foundation Kit

Enhanced Kit

Ultimate Kit

Financial Coaching

Employee Wellness Programme

Esteemed Kits

Testimoninals

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