Collen Mbombi
About
Collen Mbombi is based at the Head Office in Pretoria and is always happy to meet with clients across South Africa. Since joining Aluma Capital in September 2020, he has become a valued member of our dynamic Management Team.
He holds a Bachelor’s Degree in Business Administration with a specialisation in Finance and Investments. In addition, Collen has successfully completed the Regulatory Examinations (RE1, RE3 and RE5), as well as the SAIFM Registered Persons Examinations (RPE) for Equity Markets, Bond Markets, and Futures Markets.
Collen is deeply committed to placing his clients’ needs first and consistently strives to act in their best interests. Supported by a dedicated administration team and experienced product specialists, he is well positioned to deliver effective, personalised financial advice and service.
“A big part of financial freedom is having your heart and mind free from worry about the what-ifs of life.”
Services Offered
Collen offers advice on holistic Personal and Business Financial Planning, which includes, but is not limited to:
- Risk Planning (Income Protection, Life Cover, Short Term Insurance)
- Wealth Planning (Investments, Retirement Plans, Life or Living Annuities, Tax-Free Savings)
- Business Succession Planning (Buy and Sell, Contingent Liability, Key-person Insurance)
- Alternative Investments ( Private Equities & Structured Notes)