Unlock the Full Potential of Your Money
We all want to live a great life that has financial stability, meaning, and purpose.
But most young professionals and graduate live in financial instability, confusion, and anxiety, even though they have the financial resources to become high net-worth individuals.
Over the past 5 years working as a financial planner who especially works with young professional and graduates, I’ve interacted with over 100 graduate professionals who are in their 20s and 30s.
During this time, I noticed a trend of common pitfalls and mistakes they make with their money which stops them from using it as a tool to live great lives, build generational wealth, and become high net-worth millionaires, even though they have the financial resources and potential to do so!
This observation resulted in the creation of this Financial Greatness™ wealth management process!
We define financial greatness as a state of being where you are using your money and resources in alignment with their original purpose and reason for existence.
And we believe that the purpose for money is to master it and to make it your servant through effective and efficient management. For whatever you master, becomes your servant.
Consequently, the Financial Greatness™ wealth management process is a personal financial strategy and roadmap created to help young professionals life yourself master money and use it as a tool to live a great and meaningful life whilst, also building generational wealth.
It’s a simple 4- step process that will help you use your money with purpose so that you can unlock Financial Greatness™.
I created the financial greatness by design blueprint to help young professionals to use money with purpose and meaning, have a clear path to becoming net-worth millionaires, overcome the anxiety that may come with managing money.
About Samkelo Magoqo
Samkelo has over 5 years of experience working at different financial Services Provider’s as a Financial Sector Conduct Authority (FSCA) accredited financial advisor.
As a financial Planning professional, he’s target market was young professionals and Small business owners, helping them unlock financial greatness through behavioral finance led financial planning approaches. Samkelo has also worked as a small business book-keeper at a Boutique accounting firm.
He has also had the privilege of working in a Corporate Communications environment, as a marketing and social media assistant at UKZN’s Corporate Relations Division. In this role he worked with various creatives and media professionals such as graphic artists, videographers, media liason specialists and event and conferencing specialists.
He’s also been helping startup entrepreneurs and first time investors start their journey to financial greatness for over a decade and has grown his two (2) YouTube channels to a combined total of over 5 000 subscribers and 400 000 views.
As a public speaker, he has shared the stage with prominent public figures and artists such as Thokozani Langa and Lungelo Hlongwane, and Zimiphi “Zim” Dollar, among many others.
Notable Media Appearances and Content Collaborations
Samkelo has featured on Gagasi FM’s Business Ispani in 2017, interviewed by Clarissa Mfeka and Felix Hlophe
He has also had guest appearances on campus media platforms, Radio DUT and UKZNDABA. Samkelo is also a content contributor for Durban Based Christian Community Radio Station Good News Community Radio (GNCR).
Resume tidbits
Samkelo is a candidate for Certified Financial Planner CFP ® professional certification and holds a Bachelor of Commerce Degree and a Postgraduate Diploma in Financial Planning (UKZN).
Class of Business and Regulatory Examinations Certifications
In the field of financial advice, he has completed his class of business training for the following classes:
- Investments
- Long-Term Insurance
- Pension Fund Benefits
- Short-Term Insurance Personal Lines
- Short-Term Insurance Commercial Lines
Samkelo also holds both the RE1 and RE 5 certifications for Key Individuals (Managers) and Representatives (Financial Advisors) respectively.