ABOUT US

OUR PARTNERSHIP WITH YOU

We provide comprehensive financial planning in the context of a long-term partnership with you. Through our experience we have learned that it is important that everyone is clear on what to expect if we are to develop and maintain a successful working relationship. One where I can help you achieve your financial and lifestyle goals.

KEYS TO A SUCCESSFUL RELATIONSHIP: WHAT YOU CAN EXPECT

You can expect that I will consistently and responsibly perform all services related to the provision, review, and ongoing monitoring of the financial planning solutions we implement on your behalf.

I WILL ALWAYS

• Treat you with utmost respect and professionalism

• Strive to keep you on track to achieve your financial goals

• Keep you informed always with changes and trends in the financial services industry

• Update your financial information on a regular basis, to ensure that it remains current

• Explain the implications of all the financial planning strategies we recommend

• Update you as and when appropriate, via email, Whatsapp and phone

• Meet with you regularly to review whether you remain on track to achieve your financial goals

• Resolve any queries and questions timeously

I WOULD APPRECIATE THE FOLLOWING FROM YOU

• Always make time for our appointments and annual reviews

• Always keep us posted regarding any lifechanging moments

• Always be transparent regarding your financial circumstances

• Refer us to you family and friend. We would love to service them as well

MEET MY TEAM

ANESH MAHARAJ

SENIOR FINANCIAL ADVISER

Anesh is generally described as passionate, knowledgeable, and detail-oriented. As the principle of the practice and a seasoned Financial Adviser, Anesh leads with strategic business growth goals, enhanced client connections, and outstanding service in mind.

Our team is made up of independent financial advisers and support staff who work together to ensure that you experience financial planning, advice, and service, that is friendly, reliable, and efficient

SANDY CHETTY

SENIOR FINANCIAL ADVISER

Ganes known to his clients as “Sandy”, is one of the practice’s most disciplined and passionate senior financial advisers. Sandy believes that a strong desire to do right by customers drives exceptional advisers to continue improving their skills and, as a result, increase the value clients receive.

KOSEELAN GONASEELAN CHETT

SENIOR FINANCIAL ADVISER

Koseelan known to his clients as “KG”, is one of the practice’s seasoned financial advisers. KG describes himself as caring, yet assertive. KG understands that an excellent adviser wants to provide their clients with a wonderful service, and that upholding moral principals is what will make the practice’s success a certainty.

AHMED RAFI-ESSOP KARODIA

SENIOR FINANCIAL ADVISER

Ahmed also known as “Rafi” is another of the practice’s most seasoned financial advisers. His 30 years working at Old Mutual has exposed him to situations which truly humbled him, and he has since become a very empathetic person as a result. Rafi believes that in order to provide excellent service, a financial adviser must think like a client. Empathetic advisers put themselves in the shoes of their customers and strive hard to understand what is most important to them.

PRINOLAN NAGOOR

Prinolan is the general practice’s youngest financial adviser. Prinolan is inquisitive and engaged because he has mastered the personal side of advice. He always asks probing questions to better understand his client’s views on money and life before creating their individualised plan.

THILOSHNI RAJU

HEAD ADMINISTRATOR

Thiloshni is the general practice’s Head Administrator. She currently supervises two members of the administrative staff. Her enthusiastic attitude towards her work and co-workers is what makes her stand out. She feels that the secret to having a successful administrative team is dependent on three important words: communication, organisation, and respect.

SHERON SINGH

PRACTICE BUSINESS MANAGER AND COACH

As the business manager of a financial advice team, it is crucial to ensure that our team operates effectively and efficiently. I oversee the day-to-day operations, manage client relationships, and provide guidance to our advisors.

Tel: +27 84 597 2166 I Email: amaharaj2@oldmutual.com

Tel: +27 82 445 7493 I Email: kchetty2@oldmutual.com

Tel: +27 83 560 2326 I Email: gchetty@oldmutual.com

Tel: +27 82 782 1196 I Email: akaradia@oldmutual.com

Tel: +27 81 576 5172 I Email: pnagoor@oldmutual.com

Tel: +27 83 704 1525 I Email: traju@oldmutual.com

Tel: +27 72 867 4099 I Email: ssingh2@oldmutual.com

SENIOR FINANCIAL ADVISER

ABOUT OLD MUTUAL

Our Group was established in Cape Town in 1845 as South Africa’s first mutual life insurance company, offering financial security in uncertain times. Our purpose is to help our customers thrive by enabling them to achieve their lifetime financial goals, while investing their funds in ways that will create a positive future for them, their families, their communities, and broader society. In this way, we significantly contribute to improving the lives of our customers and their communities while ensuring a sustainable future for our business. Old Mutual is a trusted and recognised long-term insurance leader, providing financial solutions to individuals, small and medium-sized businesses, corporates, and institutions. We now employ more than 30 000 people and operate in 14 countries across two regions: namely Africa (South Africa, Namibia, Botswana, Zimbabwe, Kenya, Malawi, Tanzania, Nigeria, Ghana, Uganda, Rwanda, South Sudan and eSwatini) and Asia (China). Our business is listed on the Johannesburg, London, Zimbabwean, Malawian, and Namibian stock exchanges.