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Live to Leave a Legacy

Multi-Generational Financial Planning
Building your future
and the future of your descendants, today

More About Us

Your financial security
is our success

Personalised financial planning solutions
to suit your long-term goals

Let us be the difference

Essential financial security, protecting your family,
business, and employees in a fast-changing world

Authentic Leadership

Empowerment & Legacy

Integrity & Excellence

Teamwork

Reputation & Accountability

Expertise

who we are

We work with you to create a roadmap to your financial freedom.

Financial security is a right of every citizen, and we can help you attain it. Our goal is to make ﬁnancial freedom a reality for all South Africans.

Our business philosophy is to “Live to Leave A Legacy” and we apply this to our individual clients, but also to our role in transforming our industry as a whole. With that in mind, we have embarked on a transformational journey to discover our national pulse, or rhythm, where unity, upliftment and empowerment are the forefront of it all.

Efficient Tax Planning Consultation

It is said that there are only two certainties in life and one of them is taxes. So, it stands to reason that whatever income streams you have you will trigger a liability to SARS for your taxable earnings.

Risk Management and Insurance Planning

Our risk management assessment and long term insurance planning process have both been developed so that we can provide you with the best financial solutions should something unexpected happen to you.

Estate Planning and Wealth Transfer Consultation

Preparing for your eventual death is not something anyone relishes. That being said, it is an important aspect of your financial planning.

Employee Benefits

Retirement savings are provided; the Risk Benefit options include Life, disability and funeral cover; and we also cater for Employee Healthcare schemes. A Company Retirement Fund gives the employer ‘Peace of Mind’ that employees have some form of financial security for retirement.

Post Retirement Plan Consultation

Once you have completed the working phase of your life and as such have completed your retirement saving plan, the next step is to ensure that your money continues working, even when you aren’t.

Business Financial Management Consultation

Your business is no different to an individual, in that it has certain financial needs and requirements and like a person one of the fundamental ways of achieving these needs is through investment.

Vehicle and Household Insurance

We tailor-make bespoke solutions for our short-term household and vehicle insurance clients.Our professional consultants offer unbiased advice and implementation of services with a one point of contact for all enquiries, placements and claims whilst ensuring all your insurance needs are taken care of professionally and timeously.

Commercial Insurance

Morebo is ideally placed to encompass transformation, upliftment and empowerment, thus ensuring tailor-made bespoke solutions for our commercial insurance clients. Our experienced team are specialists in this field and ensure professional, unbiased advice and implementation of services with a one point of contact for all enquires, placements and claims whilst ensuring all services rendered are transparent, professional and timeous.

Our Mission

Mission

We aim to bring sound financial advice to all South Africans through qualified, properly trained and up-skilled financial advisors and support staff, thereby becoming the leading BBBEE Financial Advisory firm in South Africa.

Vision

To embark on a transformational journey of discovering and entrenching our unmistakable pulse on the Financial Services sector in which unity, upliftment and empowerment is at the forefront of it all. To tirelessly explore, innovate and implement new strategies that make Morebo iconic, profitable and attractive as a Financial Services company of choice.

Who We Are

What We Do

Contact Us

financial planning journey

Helping our clients to live to leave a legacy

See how we add value to our clients through our comprehensive financial planning solutions.

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