How It Works
Financial Education Workshops
Hosting engaging financial workshops around various investment and policy related products.
One on One Coaching
Personalised coaching sessions to understand your life goals and circumstances, and educate you on your possible pathways to financial success.
Broadcasting Education Sessions
Segmenting portions of our content into bite size sessions to widen the net of beneficiaries of the content.
About
Hi, I'm Luthando Mzilikazi. According to Old Mutuals Savings & Investments Monitor, over 60% of South Africans dont have a financial adviser. It is this segment that I seek to educate without a fee. I aim to educate corporates & SMEs and their employees, as well as investors so they can transform their financial narrative. SA will be the pilot but the financial literacy rates in the rest of Africa are far worse thus, other African countries are included on the road map for Money Views.
I am a Certified Financial Planner who has been in the investment industry for 10 years working for the biggest Financial Services Providers in South Africa. I have also taken this field of work seriously enough to build academic experience in this specialisation. I have complete my PG Dip in Financial Planning (2020), I completed my BCom Honours in Finance (2015) where my first degree was a BCom Finance & Economics (2014).
This work and academic experience has shaped the skills I bring to helping improve Africa’s financial literacy rates.
Get In Touch10+
Satisfied Clients
20+
Financial Plans
10+
Years Experience
3+
Financial Certifications
Services
Comprehensive Financial Education
- • Financial education specialist on:
- • Retirement Planning
- • Emergency Fund
- • Offshore Investments
- • Business assurance & insurance
- • Insurance Products
- • Wills & Estate Planning
- • Financial Education Coaching for groups
Other Services
- • Non-executive Director
- • Radio and TV guest
- • Voice over artist
- • Podcaster
- • Writer
- • MC & Panelist
Financial Services
Option 1
One on One consultation
Financial Service- Financial Situation assessment
- Financial Goal Setting
- Education on product that match your goals
- Matching to Partner Advisers for execution (optional)
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Option 2
Group Workshops
Financial Service- Tailored Workshops (continuous or once off)
- Ongoing support once a month
- One on one support (optional)
- Personalized Financial Plan
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