In the jungles of finance, where fortunes may sway,
we’ll guide you through, come what may…
With planning and wisdom, we’ll light your way,
to a stable future, and a prosperous new day!

In the jungles of finance,
where fortunes may sway,
we’ll guide you through,
come what may…
With planning and wisdom,
we’ll light your way,
to a stable future,
and a prosperous new day!

What Services does Money Safari offer?

A Comprehensive Financial plan

A comprehensive financial plan will evaluate your current financial situation and complete an analysis on where you are currently and what factors got you there.

I will help you then take the scenic route through educating you to reach your financial goals you’re your ultimate destination.

Risk Planning

You are not on a Money Safari without any risk.

Have you planned for the unexpected that might happen in your life?
I will conduct a review for the need of Life Cover, Disability Cover, Income Protection and Critical Illness in line with your unique risk profile.

Wealth Management

Money Safari uses a Discretionary Investment Manager that assists in providing you with a portfolio of investments that are tailored to your investment horizon, appetite for risk and investment goals, ensuring that your portfolio is structured in a tax efficient manner.

Retirement Planning

Are you planning a carefree and comfortable retirement? Let me assist you in defining the journey to getting there, whether you are already in retirement, about to retire or still on the way there.

Education Planning

Money Safari has not forgotten about the Junior Rangers.

Have you planned for a quality education for your children?

Estate Planning

The goal is family harmony, addressing concerns and having open conversations about your wishes with all parties.

Money Safari will assist in ensuring that you have an estate plan in place tailored to your needs.

A life file that you update on a continuous basis will ensure that there will be smooth transition of your assets upon death.

Why I do financial planning.

I love to listen to your money stories and share the joy and challenges that you have had in the past to get where you are today. I want to know how these past experiences have helped or hindered your journey to financial freedom. Trust and integrity are core values at Money Safari. I know how personal it is sharing your life story with me.

I believe in getting a solution to your money concerns that would be personalised to you and serve you in the long term. I am a strong believer in educating my clients and sharing my knowledge that will empower them to be involved in their financial planning journey and leading the relationship to a long-term partnership with me as your guide.

I, Juanita Moolman, the Director of Money Safari (Pty) Ltd, started my career in financial planning in 2001. I was in Private Banking at Nedbank Private Bank when I made the decision to study further for a Diploma in Investment Management in 2000. This was the start of my journey to obtain the qualifications for me to serve clients with their long-term financial planning.

I acquired the following qualifications:

Com (Hons) Marketing Management (UJ) 1993

Post Graduate Diploma in Financial Planning (UOVS) 2003

Financial Planning Certificate (Chartered Insurance Institute (UK) 2004)

When I am not helping clients with financial planning, I enjoy reading about marketing, psychology, financial therapy (not the retail kind) and economics. In my personal time I enjoy spending quality time with my family going to the beach or bush and supporting my teen daughters whether they are swimming or playing hockey.

Money Safari Financial Planning Advice Process:

Money Safari’s core values are trust and integrity and with these values our goal is to provide you with the best financial plan for your future. In order to accomplish this, we need to take the following steps together:

Step 1:

We have a no obligation introductory meeting to determine if a workable long-term relationship can be developed that will allow me to guide you on your financial journey.

Step 2:

I gather the necessary information and together we determine goals for your financial future as total honesty and transparency are necessary for the best outcome.

Step 3:

I analyse and evaluate your current financial position.

Step 4:

I present you with the analysis and recommended financial advice. Together we plan different scenarios and risk outcomes based on the recommendations.

Step 5:

We implement the recommendations that are agreed upon and keep you informed on the progress as our journey continues.

Step 6:

Annually we review the financial plan, unless there is an immediate change needed or major life event takes place that you may need assistance with.

Please say Hello

078 402 9131

hello@moneysafari.onmicrosoft.com

Book a Consultation

Please book a no obligation online consultation to see if I can assist you on your financial journey. Money Safari typically work with clients with investable assets of R3 500 000 on the Wealth Management portfolio, but if you are not there yet we do offer all the other services on a fee basis.

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Book a Consultation