Dreams are how we envisage the lifestyle we aspire to.

As guidance, we offer our experience, knowledge and financial tools
We provide the information you need to make the right decisions.

Make an Enquiry

Toll Free Call

010 023 8602

Who Are We?

We believe that we can make a difference.

We are Magoshi Financial Services
Magoshi Financial Services is owned by Mahlako Tepanyika
Magoshi Financial Services began operations in 2020 and we offer a range of financial services to select clients
We are located in Daveyton Benoni
We are 100% black owned, licensed by the FSCA – FSP number 51076
We are a small, committed and qualified team and we deliver on our value propositions.

We are experienced and qualified

Magoshi Financial Services is an authorised Financial Services Provider

FSP No: 51076

Wealth management

Creation of wealth
Retirement planning and lifestyle preservation
Investment advice

Personal & Family security

Lifestyle preservation
Protection of wealth – on death or disability
Income protection – on death, disability, severe illness and retrenchment
Financial planning
Personal asset protection – vehicle and home insurance

Estate planning

Creating a financial legacy
Wills and trusts (outsourced)

Business Security & Preservation

Buy and sell agreements
Income preservation
Employee benefits including Group Life Cover and Healthcare
Asset protection

Our Approach

1

We meet with your key personnel for employee benefits within your business to explain what we do and how the business and employees can benefit from it. We commit to confidentiality and agree to proceed.

2

We find out all about your business – your goals and what’s really important to you and your employees and how we can best support you. We gather all relevant information to enable us to assess your situation.

3

We analyse your group employee needs and existing employee benefits provision to identify areas of shortfall that may need to be addressed.

4

We present to your key personnel the best options to achieve your goals. We provide you with the all the information to make an informed decision. Together, we develop your financial plan. Based on your decisions

5

We assist you with the implementation of the recommendations you select and formally contract future services to be delivered – by us to you.

6

We monitor and review your financial plan on a regular basis to see if any adjustments should be made as we deliver on the promised services contracted with you

Take action - talk to us

Take action – talk to us