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Investment minimums

R1m < R5m

Tshepo Motaung

I believe that financial planning is about more than just investing—it's about being a trusted partner and financial sounding board for clients through every chapter of their lives. To truly add value as a financial adviser, it’s essential to understand clients holistically: from exploring their relationship with money and assessing their current financial position, to helping them define and achieve their long-term goals.

To equip myself for this role, I completed a Bachelor of Commerce in Finance and an Honours degree in Financial Planning at the University of Johannesburg. I subsequently passed the Professional Competency Examination to earn my Certified Financial Planner (CFP) designation.

As a holistic financial adviser, I view the adviser-client relationship as a long-term partnership that evolves alongside the client’s life journey and financial needs. At InvestSense, I’m proud to be part of a team whose ethos—securing futures sensibly—resonates deeply with me. It’s a philosophy I bring to every client interaction, through thoughtful advice and investment strategies tailored to each individual’s unique circumstances


16 Baker Street, Rosebank, Johannesburg, South Africa

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income
Contact details:

+27 XXX XXXX

invest@****************o.za

Reveal contact details

Tshepo Motaung

I believe that financial planning is about more than just investing—it's about being a trusted partner and financial sounding board for clients through every chapter of their lives. To truly add value as a financial adviser, it’s essential to understand clients holistically: from exploring their relationship with money and assessing their current financial position, to helping them define and achieve their long-term goals.

To equip myself for this role, I completed a Bachelor of Commerce in Finance and an Honours degree in Financial Planning at the University of Johannesburg. I subsequently passed the Professional Competency Examination to earn my Certified Financial Planner (CFP) designation.

As a holistic financial adviser, I view the adviser-client relationship as a long-term partnership that evolves alongside the client’s life journey and financial needs. At InvestSense, I’m proud to be part of a team whose ethos—securing futures sensibly—resonates deeply with me. It’s a philosophy I bring to every client interaction, through thoughtful advice and investment strategies tailored to each individual’s unique circumstances

   Visit website

Investment minimums:

R1m < R5m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

16 Baker Street, Rosebank, Johannesburg, South Africa

Get directions

Contact details:

+27 XXX XXXX

invest@****************o.za

Reveal Contact Details

About

About InvestSense – Johannesburg

InvestSense is a truly independent financial services provider offering tailored wealth management advice to both individual and corporate clients. As a business we are agile and objective, with a highly passionate team who firmly believe in simplifying wealth management and empowering clients to make sensible financial decisions.

Our commitment is to our clients. We work hard to continually gain your trust and confidence, and this is how we build lasting relationships. Not only will we guide you in creating, growing and preserving your wealth, but we also provide sound investment advice to assist you in reaching your long-term aspirations, through comprehensive financial plans meticulously crafted to meet your unique financial needs, wants, and circumstances.

InvestSense is dedicated to ensuring that you and your families achieve your investment goals and build wealth for generations to come. All Advisers are qualified CFP® Professionals, and our team also holds a number of other qualifications including MBA and CFA® designations. The majority of our very capable staff hold degrees or honours qualifications in financial planning, economics and investing.

Our team also has combined work experience of over 100 years in the industry.

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 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.