AGA KHUMO
FINANCIAL SERVICES
The bee, albeit small, is powerful through co-operation and its actions build
a better future for its own species, while they help sustain an untold number of other species and life
itself through pollination.
From its liquid gold comes sweetness for all to enjoy. That is why we took inspiration from the humble, but
hard working, insect to form Aga Khumo Financial Services (Pty) Ltd (FSP 50732).
From Tswana, Aga Khumo translates to “Build Wealth” and that is which this newly authorised
Financial Services Provider (FSP), registered with the Financial Sector Conduct Authority (FSCA) of South
Africa, wishes to achieve in bee-like fashion.
We will do so through the dedicated development of
health and wealth solutions, identication and initiatives for all individuals and businesses of South
Africa. From an array of owers, bees select the choiciest nectar to produce their life-supporting
honey. Likewise we are and we will innovatively consider an array of health and wealth options to
bring nourishment to our clients, to sustain the body and mind.
AGA KHUMO FINANCIAL SERVICES IS AN AUTHORISED FINANCIAL SERVICES PROVIDER (FSP 50732)
OUR MISSION
To increase the financial independence and literacy of clients with a positive impact on our society and selected industries.
To provide an overall independent financial services offering which will touch all aspects of financial planning, including investments, long and short-term insurance, health benefits, employee benefits, financial literacy and specialised investment projects.
Sustainable multifaceted and client-centred best
practice financial services provider.
CLIENT CENTRIC APPROACH
AKFS will provide continuous traditional financial services such as medical aid consulting, employee benefits, short and long-term insurance and investments to the general public. In this regard, our business will comprise the following existing and potential sources:
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Existing relationships with previous employer groups to manage their employee and medical aid arrangements.
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Qualified client referrals where existing clients, whom experienced our professional service offering, would recommend our services to their clients.
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SERVICES OFFERED:
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Medical scheme products and benefits for individuals, businesses, and corporates.
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Healthcare consulting and benefit designs for corporates.
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Employee wellbeing programs and wellness days.
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Pension and provident products and benefits design, implementation, and servicing.
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Corporate risk cover design and implementation i.e., group life cover, group disability cover (capital and income), group trauma cover and group child education cover.
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Individual risk cover i.e., life cover, disability (capital and income) and trauma cover.
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Investment and savings products and solutions.
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Participatory interest in a collective investment scheme
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Shares
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Money market instruments
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Bonds
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Derivative instruments
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Long-term deposits
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Short-term deposits
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Structured deposits
WHY AKFS?
We run our business based on sound business principles:
INTEGRITY
Integrity is a concept of consistency of actions, values, methods, measures, principles, expectations, and outcomes. We believe that integrity should be integral to one's actions both in the business world and life in general.
RESPONSIBILITY
Taking ownership of the advice process and recommendations to
include the business environment, appropriate solutions and
products.
VALUE
By providing quality solutions and services that deliver value for
money for our clients.
ENVIRONMENTAL AND SOCIAL RESPONSIBILITY
Our projects must have a positive environmental and social impact. AKFS will appoint and train historically disadvantaged individuals in
terms of a formalised development plan. AKFS and its asset management partner, Integrity Asset Management, further aims to
introduce and upskill individuals from the local community to work in the financial services industry. This includes exposure to administrative functions, management roles and advice roles. Should candidates show the necessary aptitude and wish to study/have studied towards industry specific qualifications, Integrity Asset Management could provide training to potential investment analysts and portfolio managers.
TRANSPARENCY
AKFS subscribes to the highest level of
transparency and all cost, fees and product
options will be disclosed in a manner that is
not only accurate, but also easily
understood. Approved risk, insurance,
healthcare and investment providers will
have to adhere to such standards as well.
TREAT CUSTOMERS FAIRLY
AKFS subscribes to all the rules and guidelines
of the TCF regulations. All products and
recommendations must align with this
principle. All communication must be clear,
concise and written in such a manner that
the clients will fully understand the contents
thereof.
OUR TEAM:
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Majority Shareholder
Anastasia is a Candidate Employee Benefits Consultant. She has 10 years informal experience of local social economic development in rural and community structures. She plays a significant role in local beneficiation for rural and communal individuals and businesses. Anastasia has a keen interest in healthy food production in South Africa, social welfare and equality improvement, especially for women and children, as well as promoting worldclass education for children and youth in rural communities.
Anastasia Ratanang Sedumedi Dumisi
Majority Shareholder
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Director and Category I Key Individual
• B.Sc.Agric Hons (Soil Science)
• Certified Financial Planner®, FPI
• Cobus has in excess of 30 years' experience in financial services. Being an owner and managing member of a medium sized independent financial service provider, Cobus initially gained experience in individual financial planning, before finding his niche in healthcare consulting and employee benefits. As a qualified soil scientist, Cobus is also a founder member of the Restore Africa Fund which links regenerative agriculture, social development and financial services with each other.
Cobus
roode
Director
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Director
• B Acc, Hons B Acc, Qualified Chartered Accountant,
CFA Charter Holder
Nic has more than 20 years' financial services experience, specifically in asset management, auditing and corporate finance. This experience was gained whilst working at Integrity Asset Management, Insinger de Beaufort BNP Paribas Wealth
Management, Mergence Africa Investments, Oasis Asset Management, KPMG in Dublin and PricewaterhouseCoopers.
Nic
van Schalkwyk
Director
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Director
• B Acc, Hons B Compt, CA(SA)
Herman has more than 20 years' financial services experience, specifically in asset management and auditing. This experience was gained whilst working at Integrity Asset Management, Insinger de Beaufort BNP Paribas Wealth Management and PricewaterhouseCoopers in South Africa and the USA.
Herman
brink
Director
CONTACT US
For any inquiries, please call or email us:
tel: +27 14 813 0550 | cobus@agakhumo.co.za
our address
The Business Place
231 Beyers Naude Drive
Rustenburg
0299