About Us
We Are Passionate About Building Relationships, Creating Wealth For You And Serving Humanity.
The idea of starting this company came from the fact that not all South Africans have access to sound financial advice and products that suite their needs. Its often thought that investing is for wealthy people only which is most definitely not the case. Our objective is to bring solid advice and world-class service to all. Having worked for many years in the financial service industry, the time right to pass on the experience and knowledge gained, to benefit others.
We partner with industry-leading product and service providers to package the best solution for you. Therefore you can be assured of world-class products and service.
Above all, our vision is to play a role in financially empowering all South Africans.
Who We Are. What We Do.
RBWealth managers is a Cape Town-based financial services company that has clients throughout South Africa. We focus on Investments, Financial Planning, Business advisory, and Training/Social Upliftment projects. Furthermore, we offer free financial literacy and empowerment courses (FLEC).
We have an ever-changing digital strategy to keep up to date in service of our valued clients. We utilise our website, supported by social media applications such as WhatsApp, Instagram & Facebook, allows us to provide high-class interactive engagements. This approach is unique and is what makes us different within the financial industry.
More Services
Retirement Funds
Group Risk Benefits
Investments
Wills and Estates
Financial Planning
Business Advisory
Website Design
info@rbwealth.co.za
www.rbwealth.co.za
Our latest newsletter
View our April 2020 market commentary. An easy to read brochure focusing on market performance and a comparative investment returns for the period from January 2020 to end April 2020.
The team
Reaz Ballim
MD
Reaz has a BCom (UKZN), B Com Hons, also an MBA through UNISA. He has 26 years of working experience which includes working at the Albaraka Bank, Durban Treasury, and Old Mutual (19 years). Most noteworthy, he managed Stand Alone funds such as the Telkom Retirement Fund, SA Post Office, SALA, SASOL, and Toyota. Furthermore, within the Old Mutual SuperFund Umbrellas he managed the corporate client services team. His duties was to develop the service model while focusing on robotics, automation, and security. As a result of his career path, Reaz developed strong leadership, strategy, finance, corporate governance & operations skills.
What our clients say
I have known Reaz for over 20 years and we were work colleagues for a few years.
In the time I knew him he has been an ardent worker and went the extra mile to perform his duties. He spent many extra hours on drawing up programmes to make our work much easier. I am now his client who can testify that he has a wealth of knowledge in investment management. My profile is regularly updated and I receive notifications timeously. Reaz is a very trustworthy gentleman and honest in his actions. He treats his clients with respect and as his extended family. I have no hesitation in recommending RBwealth to anyone who requires financial advice and support.
Shirley
Pensioner – KZN
Reaz is very knowledgeable in terms of Sharia products. He knows what is good for his clients. He will always go the extra mile to assist and finds the perfect fit product for his client’s needs. Having worked at one the country’s top financial institution he has over 20 years exposure in the industry. Always giving good sound advice in terms of financial planning. I will be looking forward to our continued business relationship.
Yusuf
IT specialist – CPT
I have known Reaz for the last 5 years and he is trustworthy, reliable and honest in his dealings with. He provides professional advice and his investment decisions is something I value tremendously. He provides me with great service and he always puts his clients interest first.
Ridwaan
CEO of accounting firm – KZN
We partner with industry leading service providers
