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At Mahapa Financial, our qualified and experienced financial planners are able to offer a comprehensive range of services in all aspects of personal financial planning such as:

Financial Planning

We are dedicated to provide you with personalised advice on a full range of financial solutions according to your financial needs. We’re concerned about wealth creation, which is why we systematically guide our clients to select the most beneficial and profit-yielding financial solutions

Financial freedom does not happen by mistake. It is a marathon we are here to help you run.

Our Process

picture of Financial planning

1. Understand your financial health.

calculating investments

2. Comprehensive financial plan.

picture of savings

3. Asset allocation

investment monitoring

4. Monitoring and review.

Estate Planning

A thorough estate plan includes a host of family essentials, including gifting and estate transfer, end of life planning, guardianship of underage children, asset stewardship, philanthropic desires, and more. As each plays a significant role in the estate planning process, it is critical to evaluate all of these components carefully and comprehensively.

Estate laws are complex , and our team of experts is experienced in all aspects of estate planning. As part of our holistic approach, our in-house estate attorneys will review your existing documents and assist in drafting new ones—from wills and revocable living trusts to more complex multi-generational estate plans. Ensuring your estate plan remains on-track with your evolving goals and family situation is an ongoing process.

estate planning

Retirement Planning

Saving for retirement is something many people only think about as they get older. But the earlier you start, the more you can save. Think about it: saving just a small amount monthly doesn't cost you much. Retirement can end up costing you a lot more than you think. You can, and should, start right away – even from your very first paycheck!

Mahapa Financial's advisors know all about the importance of saving for retirement, and they are there to help you plan for your golden years. Your advisor can help you with:

  • a needs assessment;
  • an assessment of your individual situation; and
  • a recommended plan to help you save regularly and enough to make sure your retirement is stress-free.

The average age of retirement is 60 years.

It becomes property of your spouse if you are married. In the case that you're single, it becomes property of your beneficiary.

No, it is never too early to start planning for retirement.

Yes, we assist many clients see how much they will need in their retirement based on their income, expenses as well as their individual goals.

Insurance Solutions

As your financial assets grow in value and diversity, the choices about how to protect those assets can quickly get complex. We provide specialized insurance guidance and access to wide-ranging coverage options that align with your overall wealth management strategy.

insurance cover umbrella

Protect what you and your loved ones value the most.

Types of insurance

  • Life Insurance
  • Disability Cover
  • Car & house Insurance
  • Funeral Cover
  • Severe illness cover

Enhance your Financial Portfolio

It is important to optimize your investment portfolio so you make great returns on your investments, while keeping your risk low.

An investment offers you, the investor, an opportunity to pay yourself. It is opposite to spending which case you are paying other people. You can choose to invest affordable monthly amounts over a period after which you will have a lump sum.

If you have a lump sum you can have invested for a period during which it accumulates growth and it is protected from being eroded by inflation.

To reach your financial goals and dreams, you must make your money work for you. Mahapa Financial offers a wide range of investment plans with different levels of affordability and flexibility to match different risk preferences and lifestyles.

Investing in shares and bonds comes with risks, primarily the loss of capital. This is why our advisors are here to help you balance your investment portfolio to reduce the risks involved with investing at the same time growing your investments at a good rate.