Mahapa Financial, Polokwane

Through financial coaching we want to ensure that you live and operate within your means, and thereby ensuring that you maintain or regain your financial independence. Just like coaches to sporting personalities, we put our clients through regular financial fitness exercises, assisting them to remain focused and financially disciplined.
Mahapa Financial assists our clients in sourcing the best deal possible, by carrying out checks and balances regarding financial products they have purchased, or are about to purchase, enabling them to select the right products at the right price.

Mahapa Financial has partners who take care of our non-core activities such as administration, staff and business development issues, and in doing so, releasing much-needed time that can be entirely dedicated to coaching our clients. Mahapa Financial is a member of Masthead Association, an organization responsible for our code of conduct. Masthead Association also negotiate with authorities like the Financial Services Board as well as service providers such as insurance companies on our behalf, ensuring that, as financial coaches, we remain independent and focused on delivering the very best in financial planning services to our clients. Our senior principal is a Certified Financial Planner (CFP) and member of the Financial Planning Institute (FPI) which helps with the staff development and training in financial planning. We are supplied with practice management consultants by Celestis Brokers Association and Masthead Association. Astute helps us to gather updated client policy information whilst Spotlight helps us with client relationship management.
We will, upon request, refer those of our clients who need services of other service providers such as accountants, travel agents, stock brokers, bankers, car tracking companies, insurance companies, attorneys, debt counselors, social workers in private practice and property agents.