SCI Wealth - Get to know the team

SCI Wealth
SCI WealthSCI Wealth
Get to know SCI Wealth in Botswana
“we help people become financially more successful”
Retail &
Consumer
Products
Financial
Services
Gaming,
Hospitality &
Leisure
Government
Contracting
Healthcare Manufacturing
& Distribution
Natural
Resources
Nonprofit &
Education
Private
Equity
Restaurants TechnologyReal Estate &
Construction
OUR CLIENTS
Brian Marisa
Financial Planner &
Investment Adviser
b.marisa@scifinancial.com
Tiro Howard
Financial Planner &
Investment Adviser
t.howard@scifinancial.com
Vanessa Mphathi
Financial Planner &
Investment Adviser
v.mphathi@scifinancial.com
James Fern CFP®
Financial Planner &
Investment Adviser
j.fern@scifinancial.com
Keolebogile Nkwe
Financial Planner &
Investment Adviser
k.nkwe@scifinancial.com
YOU ASK:
 How do I get the balance right between spending and saving?
 Where should I invest for growth, and how do I diversify my assets?
 How should I protect my spouse and my children if I die?
 What do I need to save and invest now to provide for my old age?
 Who can I trust to turn to for advice?
WE ANSWER:
SCI Wealth specialise in helping people in Africa invest money, gain control of
their finances and grow their personal wealth. We're independent, so we sit
by your side - as advisers to guide you.
We can help you:
 Draft your Last Will & Testament
 Protect your Family & Business with life insurance
 Get a better interest return on your Savings
 Set up an Emergency Fund
 Diversify your Investment Assets
 Plan for your Children's University Education
 Protect your Assets with a Trust
 Set up an Investment Portfolio
 Reduce your Financial Risks
 Retire Successfully
Kharmen Wicks CFP®
Financial Planner &
Investment Adviser
k.wicks@scifinancial.com
Ross Rakanyane
Financial Planner &
Investment Adviser
r.rakanyane@scifinancial.com
THE HISTORY OF SCI
Founded in 2002 as Southern Cross International,
SCI is headed by James Fern CFP®, a Certified
Financial Planning Professional.
Our 20 strong Botswana team hold a wide range of
experience and qualifications.
We provide high quality financial planning advice, and
give exceptional personal service.
THE SCI WEALTH DIFFERENCE
Our Six Step Financial Planning Process:
 We’ll introduce our ideas to you at a
complimentary, face-to-face discovery meeting.
 We’ll seek to understand where you are now
financially, and what you need to achieve in the
future.
 If you’re in a position to invest for your future, we’ll
gauge your appetite for risk, and counsel you on
the level of growth you should target.
 We’ll develop a financial plan for you - tailor made
for your goals.
 We’ll help you to build diversified investment
portfolios. That may include cash, stocks, bonds,
property and commodities - to securely grow your
wealth.
 We’ll be at hand to monitor your investment plans
on an ongoing basis, building a trusted relationship
that can last many years.
SCI WEALTH
(+267) 3180111 advice@scifinancial.com
129 Kgale Court, Gaborone International Finance Park
PO Box 89AAH, Gaborone, Botswana
Toyin Omotoye
AML, CFT Manager &
Compliance Officer
t.omotoye@scifinancial.com
OUR FINANCIAL PLANNING TEAM
1 de 1

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SCI Wealth - Get to know the team

  • 1. Get to know SCI Wealth in Botswana “we help people become financially more successful” Retail & Consumer Products Financial Services Gaming, Hospitality & Leisure Government Contracting Healthcare Manufacturing & Distribution Natural Resources Nonprofit & Education Private Equity Restaurants TechnologyReal Estate & Construction OUR CLIENTS Brian Marisa Financial Planner & Investment Adviser b.marisa@scifinancial.com Tiro Howard Financial Planner & Investment Adviser t.howard@scifinancial.com Vanessa Mphathi Financial Planner & Investment Adviser v.mphathi@scifinancial.com James Fern CFP® Financial Planner & Investment Adviser j.fern@scifinancial.com Keolebogile Nkwe Financial Planner & Investment Adviser k.nkwe@scifinancial.com YOU ASK:  How do I get the balance right between spending and saving?  Where should I invest for growth, and how do I diversify my assets?  How should I protect my spouse and my children if I die?  What do I need to save and invest now to provide for my old age?  Who can I trust to turn to for advice? WE ANSWER: SCI Wealth specialise in helping people in Africa invest money, gain control of their finances and grow their personal wealth. We're independent, so we sit by your side - as advisers to guide you. We can help you:  Draft your Last Will & Testament  Protect your Family & Business with life insurance  Get a better interest return on your Savings  Set up an Emergency Fund  Diversify your Investment Assets  Plan for your Children's University Education  Protect your Assets with a Trust  Set up an Investment Portfolio  Reduce your Financial Risks  Retire Successfully Kharmen Wicks CFP® Financial Planner & Investment Adviser k.wicks@scifinancial.com Ross Rakanyane Financial Planner & Investment Adviser r.rakanyane@scifinancial.com THE HISTORY OF SCI Founded in 2002 as Southern Cross International, SCI is headed by James Fern CFP®, a Certified Financial Planning Professional. Our 20 strong Botswana team hold a wide range of experience and qualifications. We provide high quality financial planning advice, and give exceptional personal service. THE SCI WEALTH DIFFERENCE Our Six Step Financial Planning Process:  We’ll introduce our ideas to you at a complimentary, face-to-face discovery meeting.  We’ll seek to understand where you are now financially, and what you need to achieve in the future.  If you’re in a position to invest for your future, we’ll gauge your appetite for risk, and counsel you on the level of growth you should target.  We’ll develop a financial plan for you - tailor made for your goals.  We’ll help you to build diversified investment portfolios. That may include cash, stocks, bonds, property and commodities - to securely grow your wealth.  We’ll be at hand to monitor your investment plans on an ongoing basis, building a trusted relationship that can last many years. SCI WEALTH (+267) 3180111 advice@scifinancial.com 129 Kgale Court, Gaborone International Finance Park PO Box 89AAH, Gaborone, Botswana Toyin Omotoye AML, CFT Manager & Compliance Officer t.omotoye@scifinancial.com OUR FINANCIAL PLANNING TEAM