Welcome!
I'm OB Matshingana,
Discovery Independent Consultant
Reaching Financial Goals Through Financial Planning
Let Me Help You Navigate Wealth Today And Ensure Your Money Does What It Needs To Do Tomorrow.
OB Matshinana
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Clients helped to date
How I Can Help?
Personalized Financial Planning to fit your life
I assist my clients in achieving their financial objectives by offering tailored financial planning services. I provide detailed insights to help optimize your finances both now and in the future. Together, we strategize on the appropriate allocation for investments, savings, and retirement funds.
Consulting
Services
Estate Planning
Creating a strategic plan to manage and distribute an individual's assets after their death, ensuring financial security for beneficiaries and minimizing taxes and legal complications
Risk Covers
Identifying potential financial risks and implementing strategies such as insurance to protect an individual's assets and income, ensuring financial stability and security
OB Matshingana
Who is OB?
I'm OB Matshingana, a dedicated Financial Advisor with over 38 years of experience in helping individuals and families achieve their financial goals.
How I Can Help
What I Do
I provide guidance and advice on how to manage your finances and achieve your financial goals
Goal Setting
Helping clients identify and prioritize their financial goals (e.g., retirement, buying a home, education funding).
Budgeting
Assisting clients in creating and maintaining a budget to manage income and expenses.
Savings
Advising on effective saving techniques to build wealth over time.
Below Are The Tools I Use To Help You Achieve Your
Financial Goals
Estate Planning
Creating a strategic plan to manage and distribute an individual's assets after their death, ensuring financial security for beneficiaries and minimizing taxes and legal complications
Estate Duty
Involves devising strategies to minimize taxes on the transfer of an individual's estate to their beneficiaries, ensuring efficient asset distribution and compliance with legal requirements.
Risk Covers
identifying potential financial risks and implementing strategies such as insurance to protect an individual's assets and income, ensuring financial stability and security.
Group Risk Policies
involves designing and managing collective insurance schemes that provide financial protection to a group of individuals, such as employees, against risks like illness, disability, or death.
Trusts & Wills
involves creating legal documents and structures to manage and distribute an individual's assets according to their wishes, ensuring proper allocation, minimizing taxes, and avoiding potential disputes.
Investments
involves assessing an individual's financial goals and risk tolerance to create a diversified portfolio of assets that aims to grow wealth, generate income, and achieve long-term financial objectives.
Out of 5
Best Independent Consultant Ever
OB Matshingana has significantly enhanced my financial well-being with their personalized and comprehensive advice, deep knowledge, and genuine care, enabling me to pursue my goals with confidence and peace of mind.
