Move from Financial Confusion and Anxiety to Financial Clarity and Confidence in Just 12 Weeks, Without Compromising Your Dream Lifestyle
Premium Wealth Management and Personal Financial Advice for Young Professionals
It's TIME to Unlock The Full Potential of Your Money...
If you’re a high income young professional, who earns between R250 000 and R850 000 or more, you’re automatically in the top 1% of earners in South Africa.
With your current earnings, you have the inherent potential to become a net-worth millionaire in at least a decade. You also have the opportunity to use money as a tool to design your dream lifestyle, whilst also building generational wealth and changing the lives of the next generation in your family.
However, you’re probably living in financial instability, confusion and anxiety. You are financially “winging it” and don’t have a clear and predictable financial strategy for becoming a net-worth millionaire whilst also using your money as a tool to enjoy your day to day life.
Most young professionals like you fail in their journey to build wealth and achieve financial stability not because they lack financial products, resources, or even the knowledge of “what to do”.
You’re unfortunately failing to unlock your money’s full potential because you don’t have a written and compelling financial vision for your life. You are walking aimlessly without purpose and direction.
However, it doesn’t have to be this way!
All you need to do is to use money as purposefully as fuel to attain your life’s vision, because when you do that, you attain mastery over it, and unlock its inherent potential as a tool to serve you in building generational wealth and design the lifestyle of your dreams.
Remember… Whatever you master becomes your servant and the opposite remains true… Whatever masters you, you become a servant and slave to it.
Dear Unsatisfied Graduate and Young Professional
Does this resonate with you?
You don't have a sense of financial stability and control over your money
and you're using it with with no sense of purpose and direction,
You're not making progress on your financial and life goals
You want to start investing, buy insurance, and have a will, but you just don't know where to begin
Or maybe you have existing investment and insurance products
But you’re unsure if you’re on course to achieving your financial with these investments, you're also not sure if you are adequately protected against financial shocks
Imagine 12 weeks from now you have...
A clear vision of what's important about money to you
applying the principles of positive psychology as well as those of strategic thinking used in the world’s boardrooms to your life and finances.
You're spending money in alignment with your values
Gain financial stability by taking control of their money. You're using your money without guilt and spending generously on the things you love whilst cutting back mercilessly on the things you don't value
Have a fit for purpose investment strategy that's aligned to your goals
Put in place an investment strategy
You have peace of mind that your're protected against financial shocks
Make sure you've protected your finances against disruptive financial shocks.
Introducing
The Financial Greatness By Design Personal Financial Planning Program
As a financial planner and educator, with a career spanning over a decade I’ve interacted with over 100 young graduate professionals who are in their mid-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 a great life, build generational wealth, and become net-worth millionaires, even though they have the financial potential to do so!
This observation resulted in the creation of this Financial Greatness™ by design wealth management program!
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 of money is for you to master and grow it through effective management and for it to serve you in your life.
For whatever you master becomes your servant.
Consequently, the Financial Greatness™ wealth management program was created to help young professionals use money with purpose, have a clear path to becoming net-worth millionaires, overcome the anxiety that may come with managing money. It’s ultimately created to help young professionals’ like yourself master money and use it as a tool to live a great and meaningful life whilst, also building generational wealth.
The financial greatness wealth management program is about unlocking the full potential of your money through discovering the purpose for money and resources in your life.
In Just 12 Weeks, You'll move from Financial Confusion and Anxiety to Financial Clarity and Stability
- Unlock the full potential of your money though discovering the actual role of money in your life and
- Improve your financial well-being and avoid the pain of making catastrophic financial mistakes
- clearly articulate your investment goals and create a suitable investment strategy to attain them
- Enjoy peace of mind from Insulate your finances against disruptive financial shocks
Financial Greatness by Design is for You If...
- Graduate Professionals
- Young Professionals in Mid-Career
- Professionals in private practice
- Business owners and entreprenuers
This is a program to help you avoid common financial mistakes made by most young professionals when they start investing
Avoid the common mistakes and pitfalls most young professionals make when starting their journey to financial independence through wealth management and personal finance
Financial Greatness™ By Design Wealth Management Program
What's Covered in The Program
The Money Mindset Building Block
Unlock the full potential of your money through discovering the actual role and purpose for money in your life
- Craft Your Compelling Financial Greatness Vision
- Believe That You Deserve Financial Greatness™
- Discover Your Money Values and What’s Important About Money to You
The Money Management Building Block
Enjoy peace of mind through wealth implementing well managed, protected and passed down to the next generation
- Creating an emergency fund
- Creating a values based spending plan
- Personal Net-Worth and Ratio Analyses
The Wealth Creation Building Block
Create a suitable investment strategy that has clearly articulate your investment goals, use them to choose a suitable Unit Trust/ETF and investment account.
- Review of your current policies
- Review of employee group life benefit
- Estate planning and wills
- Review of your pension fund in overall financial plan
The Wealth Protection Building Block
Protect your wealth and build a legacy
- Review of your current insurance products
- Personal Financial Risk Gap Assessment
- Legacy and Estate Planning
- Review Group Life Benefits
What Makes This Program Different?
Here are a few reasons why working with Samkelo through financial greatness program can benefit you and your money.
10+ Years of Financial Coaching Experience
As a financial planner, with a career spanning over 5 years, I’ve interacted with over 100 young graduate professionals who are in their mid-20s and 30s. Content is tailored for young professionals.
Candidate for CFP® Certification
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).
Simple 4 Step Real World Roadmap
Follows the financial greatness process, a simple 4 step investing and wealth management framework I use with my private clients to invest and manage wealth.
Access to video lessons and Tools
In addition to a fresh approach to financial planning that combines positive psychology, strategy and wealth management, Samkelo focuses on financial literacy has been helping young professionals through his channel with over 5 000 subscribers on YouTube and half a million views.
Program Launch Enrollment Offer
Premium 1:1 Financial Plannng Program
Ongoing financial planning subscription
- Extensive 360 Deep dive financial audit and needs analysis
- 12-month strategic roadmap with quarterly milestones
- Priority implementation sequence and resource allocation
- Ongoing advisory support via quarterly strategic calls plus priority email access for strategic pivots
- Ongoing priority email and phone access for strategic pivots
- Zero commission
Total Value
Once Off
10% discount
R2 000
Once-off financial planning review
- Extensive 360 Deep dive financial audit and needs analysis
- 6-month actionable roadmap with clear priorities
- Step-by-step implementation playbook plus vetted insurers and resource directory with negotiated rates
- 2 months support for revisions post plan delivery
- Maximum of 4 meetings during engagement period
- Zero commission
Total Value
Payment Plan
2X Monthly Instalments
R1 100 X2
Financial Greatness Guarantee Backed by The FSCA and Professional Indemnity Insurance
Sinamuva Consult is an authorised financial services provider, and Samkelo Magoqo is licensed to render financial advice and/or intermediary services on behalf of the company.
Samkelo founded Sinamuva Consult in 2024, having started his career working as a financial planner at various Personal Financial Advisory firms.
Samkelo Magoqo is a candidate for Certified Financial Planner (CFP®) professional certification and a Financial Planning Institute candidate member.
Samkelo is also a Key Individual, as defined in the FAIS Act, of Sinamuva Consult (FSP no. 55039). In his capacity as Key Individual, Samkelo participates in the decision making and management of the organization.
Sinamuva Consult complies with the FAIS Act and is monitored by Samkelo Magoqo. His email address samkelo@sinamuvaconsult.co.za, contact number: +27 82 643 0926
Sinamuva Consult holds professional indemnity insurance through Lombard Insurance Company Limited, underwritten by Leppard and Associates (Pty) Ltd.
Frequently Asked Questions
Yes, I’ts in light with the FSCA and the FAIS Act; if your application to join the program is accepted, you will receive all the necessary “contact stage” disclosures as required by the FSCA before any work commences, you will also sign a service level agreement that will define the scope of engagements. All financial advisory services will only commence once these legal requirements and business formalities have been adhered to.
Yes, I believe its right for you on three levels. Firstly, I specialize with helping young professionals and I’ve become accustomed to the common financial pitfalls they make and I’ve built custom solutions to help them overcome these. Secondly, I approach financial planning through mindset and behaviour coaching (financial therapy) which helps you understand your relationship with money and purpose in a way most financial professionals don’t. Finally, in terms of technical financial planning ability, I’m a candidate for CFP certification, which means I’m associated with the highest global standards in financial planning.
Yes, it’s right for you. Whilst I’m not accredited to offer financial advice in respect of banking products and not accredited by the national credit regulator, I do offer financial therapy (coaching) and financial education based solutions to help with debt and cash flow management.
Whilst information can be found online, the sources and credibility of this information can be questionable. Additionally, the amount of time it takes to research, systhensise and understand the information make be quite substaintial and you may not have it taking into account your personal and professional commitments.
Yes, payment plans are available on request.
FINANCIAL ADVICE DISCLAIMER: Any information herein is not intended nor does it constitute financial, tax, legal, investment, or other advice. Before making any decision or taking any action regarding your finances, you should consult a qualified Financial Adviser