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Investment minimums

R1m < R5m

Bala Naidoo

I am a Chartered Accountant and hold an MBA in Finance, jointly awarded by the University of Manchester (UK) and University of Bangor. My thesis focussed on the impact of the move from defined benefits to defined contributions in the retirement industry.

I am a practicing CERTIFIED FINANCIAL PLANNER® professional and a member of the Financial Planning Institute of South Africa, having obtained a Post Graduate Diploma in Financial Planning from the University of the Free State. I qualified as a Chartered Accountant after having served Articles with Deloitte and Touche. I held various Senior Management positions in the Corporate Sector until 1997.

From 1998 until 2001, I provided financial advice through Phambili Financial Services. Since 2002, I have headed up Futuristic Financial Services, until recently merging my practice with that of Absolut Wealth Management (Pty) Ltd.

5 Wessel Road, Rivonia, Sandton, South Africa

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income
Contact details:

083 XXX XXXX

bala@ab************o.za

Reveal contact details

Bala Naidoo

I am a Chartered Accountant and hold an MBA in Finance, jointly awarded by the University of Manchester (UK) and University of Bangor. My thesis focussed on the impact of the move from defined benefits to defined contributions in the retirement industry.

I am a practicing CERTIFIED FINANCIAL PLANNER® professional and a member of the Financial Planning Institute of South Africa, having obtained a Post Graduate Diploma in Financial Planning from the University of the Free State. I qualified as a Chartered Accountant after having served Articles with Deloitte and Touche. I held various Senior Management positions in the Corporate Sector until 1997.

From 1998 until 2001, I provided financial advice through Phambili Financial Services. Since 2002, I have headed up Futuristic Financial Services, until recently merging my practice with that of Absolut Wealth Management (Pty) Ltd.

   Visit website

Investment minimums:

R1m < R5m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

5 Wessel Road, Rivonia, Sandton, South Africa

Get directions

Contact details:

083 XXX XXXX

bala@ab************o.za

Reveal Contact Details

About

About Absolut Wealth Management – Johannesburg

At Absolut Wealth Management we empower you to protect and grow your wealth. We offer a holistic financial planning approach for individuals, families and businesses. Absolut Wealth Management is a completely independent financial advisory and investment management business.

Our value proposition is to empower you to make wise financial decisions and to understand your vision for your life and help facilitate the materialization of that vision. We do this by playing three key roles: As a Partner we want to understand your life journey, your dreams and objectives. As a Coach we will use our financial expertise and in-depth knowledge of your environment to develop and implement a personalised financial plan. As an Educator we will explain financial products or concepts in simple English, to empower your decision making.

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 making sure that your medical aid is the right one for you ensuring enough cover for your medical treatment and expenses both now and in the future.

Get help ensuring your financial affairs are efficiently structured.

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