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Palesa Tlholoe

I am a Certified Financial Planner ®, a Co-founder and a Wealth Manager at Imvelo Wealth Solutions.

I have an extensive work experience in financial planning with a big focus on wealth management. My client base includes both individuals and corporates alike, advising on matters ranging from corporate benefits, retirement benefits, investment options, risk benefits, estate planning, and business assurance.

I hold a Post Graduate Diploma in Financial Planning from the University of Free State, Honors from the University of South Africa, and a Bcom from the University of Pretoria. I'm an avid financial literacy advocate and firmly believe that financial education should be available to everyone.


377 Rivonia Boulevard, Edenburg, Sandton, South Africa

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income
Contact details:

073 XXX XXXX

palesa@*****************o.za

Reveal contact details

Palesa Tlholoe

I am a Certified Financial Planner ®, a Co-founder and a Wealth Manager at Imvelo Wealth Solutions.

I have an extensive work experience in financial planning with a big focus on wealth management. My client base includes both individuals and corporates alike, advising on matters ranging from corporate benefits, retirement benefits, investment options, risk benefits, estate planning, and business assurance.

I hold a Post Graduate Diploma in Financial Planning from the University of Free State, Honors from the University of South Africa, and a Bcom from the University of Pretoria. I'm an avid financial literacy advocate and firmly believe that financial education should be available to everyone.

   Visit website

Investment minimums:

<R1m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

377 Rivonia Boulevard, Edenburg, Sandton, South Africa

Get directions

Contact details:

073 XXX XXXX

palesa@*****************o.za

Reveal Contact Details

About Imvelo Wealth

Imvelo Wealth Solutions is an ‘advice driven’ financial planning practice.

The word “iMvelo” in the Xhosa language means “to bring forth”- in our business context we want to assist our clients in bringing forth wealth. By doing this, we accomplish our mission which is to help our clients create, build and preserve their wealth.

Our primary business objective is to deliver personalised, goals based financial planning solutions to our clients. This advice includes understanding the client’s life cycle needs, their unique financial planning objectives and choosing the right solutions to meet the client’s needs.

At the core of our business is our desire to educate our clients and help them to make better and more informed financial decisions.

About Imvelo Wealth

Imvelo Wealth Solutions is an ‘advice driven’ financial planning practice.

The word “iMvelo” in the Xhosa language means “to bring forth”- in our business context we want to assist our clients in bringing forth wealth. By doing this, we accomplish our mission which is to help our clients create, build and preserve their wealth.

Our primary business objective is to deliver personalised, goals based financial planning solutions to our clients. This advice includes understanding the client’s life cycle needs, their unique financial planning objectives and choosing the right solutions to meet the client’s needs.

At the core of our business is our desire to educate our clients and help them to make better and more informed financial decisions.

Service offered

Investments & savings

Get help choosing the best way to invest for your goals, whether it be buying a home, a child’s education or to save an emergency buffer for unforeseen expenses. Assess investments matched to your time frame and your risk appetite to achieve you goal.

Offshore investing

Get help diversifying your investments beyond South Africa’s border and assessing offshore investment opportunities.

Pre-retirement planning

Get help making sure you have enough to live on when you stop working.

Retirement income

Get help ensuring that your retirement income covers your costs and lasts your lifetime.

Additional services

Get help protecting you and your family and ensuring future financial support to your beneficiaries.

Get help planning your legacy, minimising any future tax burden and ensuring the expressed distribution of your assets.