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Aluma Capital (Pty) Ltd is a registered Financial Services Provider (FSP 46449) in terms of The Financial Advisory and Intermediary Services Act (37 of 2002)

Damian Joseph

Financial Advisor

About

Damian Joseph is based at our head office in Pretoria and welcomes any opportunity to meet with clients across the whole of South Africa. Damian has more than 4years’ experience in the industry and takes a personalized and thorough approach to his clients’ financial well-being.

He believes that a successful financial plan is built on a foundation of careful and meticulous planning, and he makes it a priority to ensure that every aspect of his clients’ financial lives is well-considered.

His commitment to his clients is evident in his dedication to helping them achieve their financial goals and secure their financial futures. He understands that each client’s situation is unique, and he tailors his advice accordingly.

“Financial freedom is a mental, emotional and educational process.”
Robert Kiyosaki

Services Offered

Damian offers advice on holistic Personal and Business Financial Planning, which includes, but is not limited to:

  • Risk Planning (Income Protection, Life Cover, Disability, dreaded diseases, etc.)
  • Wealth Planning (Investments, Retirement Funds, Life or Living Annuities, Tax-Free Savings, etc.)
  • Business Succession Planning (Buy and Sell, Contingent Liability, Keyman insurance, etc.)
  • Private Equity Growth Fund
  • Private Equity Income Fund
  • Fixed Income / Growth Fund
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Customer Reviews

Shavana Jospeh

If you are looking for a trustworthy financial advisor who always puts your best interests first, Damian is the perfect option. Based on my personal experience working with Damian as my financial advisor, he has consistently shown a strong commitment to exceeding expectations for his clients. Others who have utilized his services have also been satisfied, praising his professionalism and knowledge. Damian has effectively improved our investment portfolios and helped us reach our monthly savings targets. I highly recommend contacting Damian for all your financial planning needs.

Robyn Joseph

If you’re seeking a reliable financial advisor genuinely concerned about your well-being, Damian is your go-to. From my own dealings with him as my personal financial advisor, he consistently goes above and beyond for his clients. Both my circle of family and friends have also entrusted him with their financial matters, and they echo my sentiment of satisfaction with his skill and professionalism. Damian has significantly enhanced our portfolios and provided invaluable assistance in our monthly savings endeavors. Feel free to reach out if you require any financial planning assistance.

Colette Cassim

Damian, exemplifies personal drive and integrity, constantly showing tenacity and resilience and always portraying professionalism.

Damian has provided support by assisting me when engaging on any queries & clarity required Information requested from Damian was provided timeously. He always kept me updated on the progress of any outstanding information and as a result, I could plan appropriately.

He demonstrated a professional attitude in all his interactions with me, I am comfortable to discuss any issues of concern that I may have with him. Damian is open minded and willing to listen to my point of view to ensure that the correct outcomes can be achieved.

Lee Thomas

I have been reviewing my investment statements for some time now, and I am pleased to share that I genuinely look forward to them each month.

Your guidance, feedback, and exceptional level of customer care have made the entire onboarding process seamless. I sincerely appreciate the effort you have put into ensuring a smooth experience.

What truly solidified my confidence and trust in you was your willingness to take time outside of business hours—away from your family—to listen and understand my needs before guiding me on investment options with Aluma Capital, without being deterred by the value of the investment. Your approach reflects passion and commitment to your profession, which I deeply admire.

As someone who values attention to detail and is unafraid to voice concerns, I want to take this opportunity to express my gratitude for your dedication. I appreciate the professionalism and expertise you bring to your role as my Financial Advisor, and I look forward to our continued working relationship.

Wishing you all the best, and once again, thank you.

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