OWNERSHIP AND MANAGEMENT

Simon, Neo and Keletso Mohapi have a joint shareholding in the company. Simon is the Managing Director, Neo is the Financial Manager and Keletso is the Training Manager.

They have more than 20 years combined experience in Financial Services.

COMPANY ACCREDITATION

SMM is accredited by the following bodies:

• Financial Services Board (FSB):
  Investment Managers No. 722
• Financial Advisory and Intermediary Services License
  (FAIS) 722
• Financial Planning Institute (FPI):
  Associate Financial Planners No. 200200093
• BANKSETA No. 557035
  

STAFF DETAILS

Our staff possess a wide range of tertiary qualifications in the field of Commerce. Furthermore, these qualifications are complemented by extensive workplace experience in NGO’s, corporates, regulatory bodies and SMME’s

GEOGRAPHIC FOOTPRINT

We have a national footprint, which is enabled by our partners throughout South Africa. These partners are fully accredited, fit and proper to deliver quality training to all our clients. We have shared vision and values with these partners in the areas of trust, confidentiality, quality, prompt delivery and growth for all.

This in turn also enables us to grow organically and recruit suitably qualified candidates to meet the demands of our business.

TARGET MARKET

• Small medium and micro enterprises (SMMEs)
• STOKVELS
• Individuals
• Corporates
• Micro lenders
• Municipalities