Ubuntu a highly specialised professional and innovative financial services provider, offering Investment, retirement and wealth management services to corporate, institutional and retail clients.
Ubuntu seeks to assist, empower and link clients with the best solutions that address their everyday and future financial needs, where simplicity, value and efficiency are central shared values towards “holistic” financial wellness. We have a specific and unique transformational agenda in providing our solutions.
To be the number one personalised investment-advisory discipline.
We will ensure long-term financial security through Asset Accumulation, Asset Preservation, Asset Gratification and Asset Succession.
Ubuntu Wealth is the one stop place for all its licensed and authorised services. We offer affordable tailor-made solutions that would provide a consolidated wealth management, investment, risk, health benefits and fiduciary solutions to all our clients which will in the long run result in better financial profiles for all.
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Ubuntu Insure Brokers (Pty) Ltd. is licensed as an authorised financial services provider under the jurisdiction of the Financial Sector Conduct Authority (FSCA) in terms of the Financial Advisory and Intermediary Services Act, 2002 (Act No. 37 of 2002), License number FSP No 20954
