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Investment minimums

<R1m

Matumelo Matsoane

With a passion for serving as a trusted partner in investment planning for individuals, my mission is to tailor comprehensive solutions that inspire trust and peace of mind, empowering clients to achieve their financial goals.

As a part of a company with a wealth of experience and expertise in holistic financial planning that spans over more than 20 years, I am able to offer clients bespoke strategies to navigate the complex financial landscape with confidence and solutions that optimize wealth accumulation and preservation.

In addition to that, I hold a Postgraduate Diploma in Financial Planning and stay abreast of the latest industry trends to ensure that I can assist clients with the ever-changing investment landscape. I firmly believe in fostering transparent communication and building collaborative partnerships with my clients.

By working closely together, we can make informed decisions that align with your long-term objectives and aspirations.


406 Braam Pretorius Street, Magalieskruin, Pretoria, South Africa

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income
Contact details:

012 XXX XXXX

spektra*************o.za

Reveal contact details

Matumelo Matsoane

With a passion for serving as a trusted partner in investment planning for individuals, my mission is to tailor comprehensive solutions that inspire trust and peace of mind, empowering clients to achieve their financial goals.

As a part of a company with a wealth of experience and expertise in holistic financial planning that spans over more than 20 years, I am able to offer clients bespoke strategies to navigate the complex financial landscape with confidence and solutions that optimize wealth accumulation and preservation.

In addition to that, I hold a Postgraduate Diploma in Financial Planning and stay abreast of the latest industry trends to ensure that I can assist clients with the ever-changing investment landscape. I firmly believe in fostering transparent communication and building collaborative partnerships with my clients.

By working closely together, we can make informed decisions that align with your long-term objectives and aspirations.

   Visit website

Investment minimums:

<R1m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

406 Braam Pretorius Street, Magalieskruin, Pretoria, South Africa

Get directions

Contact details:

012 XXX XXXX

spektra*************o.za

Reveal Contact Details

About

About Spektra Financial Services – Pretoria

As an authorized financial services provider, Spektra Financial Services CC has been delivering comprehensive financial planning services since 1998.

Our commitment to our clients' financial well-being is unwavering, and we strive to provide tailored guidance and solutions that meet their individual needs.

With our extensive experience in the industry, we have developed a deep understanding of the ever-changing financial landscape, allowing us to offer expert advice and navigate market fluctuations with confidence.

Our goal is to empower our clients to make informed decisions and achieve their long-term financial goals, fostering a relationship built on trust and integrity.

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.