Palesa Maphumulo
Financial consultant
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About
I am seasoned financial consultant with a wealth of experience in gulling individuals and businesses to wards financial success throughout my career. I have cultivated a deep understanding of the financial landscape, hoping my skills in office management administrative support and financial planning. My educational journey has been a crucial part of my development.
I have consistently demonstrated a versatile still set. That covers office management time and management problem solving and ensuring financial plan stay on track.
Experience
-meeting with clients to understand their needs and goals.
-developing and presenting comprehensive financial plans to clients
-assisting clients in management their investment portfolios
-providing guadance on retirement planning and wealth management
Education
-business communications skills
-matric certificate
-public relations assistant (busy with)