The Bobats Team
Hoosen joined the business over 36 years ago in 1980. The CFP designation is known worldwide as the highest professional qualification in the financial planning industry. He loves interacting with people and is passionate about financial planning. He is also an avid fisherman, a former South African Tennis Champion and is greatly involved in youth sports development in the community. Hoosen’s expertise in investment asset allocation, tax legislation, retirement and estate planning makes him a vital part of the Bobats team.
“Understanding what our clients want out of life is the first and most important step. Then, it’s a matter of assisting them to identify and implement investment and financial strategies that will help accomplish their life goals. We call this process the Bobats Wealth Blueprint. Our job is to ensure our clients have the right information to make informed decisions that will help them achieve financial peace of mind. Nothing makes us happier than seeing our clients growing and succeeding.”
Ebrahim joined Bobats in 2016. He is passionate about the stock markets, football and traveling. Ebrahim has 7 years of financial services experience, including 3 years as a trainee accountant with Deloitte, 2 years as an investment analyst at Old Mutual Equities and 2 years as founder and investment professional at Sterling Invest. Bobats draws on Ebrahim’s analytical, diligent and focused approach towards business and investing.
“There’s a considerable need to assist our clients diversify their wealth. We find many clients over-capitalise their businesses and direct property holdings, leading to a highly-concentrated portfolio”, says Mr Moola. “In today’s globally connected world, our clients can access a wide variety of high-quality passive investment options. This is where Bobats comes in. We specialise in sourcing and thoroughly researching these investments, wherever they may be in the world, and give our clients a chance to invest and participate in the upside.”
Faheem joined Bobats in 2018 as a Wealth Professional and an Investment Professional for Sterling Invest, our sister investment company.
He completed the final CFA exam in 2017 and will be eligible to obtain his CFA charter shortly.
Faheem has 6 years of financial services experience spanning multiple roles in the fields of accounting, corporate finance, financial management, financial advisory and investment analysis.
Faheem and Ebrahim work closely together on building, maintaining and growing the Bobats & Sterling investment offering.
Fathima joined Bobats in 2018 and acts as a Junior Advisor & Office Manager for the team.
She recently completed the FPI board exam and will receive her CFP designation early next year. She has 2 years of industry experience with another well-established financial advisory practice in Umhlanga.
Fathima is passionate about helping people obtain financial peace of mind and is dedicated to making your money work for you in achieving your financial and life goals.
Fathima’s innovative thinking, passion for financial planning and meticulous approach makes her an instrumental member of the Bobats team.
Senior Administrator & Client Liaison
Kimira Lee Reddy
What Sets Us Apart
Our people are diligent, highly qualified and vastly experienced.
Independence and Objectivity
We fiercely guard our independence. We strongly believe shopping around among financial service providers will reduce costs, increase variety and ultimately derive better value for our clients.
The financial services landscape is ever-changing. We keep up to date with the latest developments in tax laws, retirement and estate planning by attending conferences, seminars and presentations around the world. We also have relationships with various industry experts that we can call on whenever technical matters arise.
The Bobats Legacy
Our clients simply don’t go anywhere else. We pride ourselves on service excellence and financial advice our clients can trust. Many of our clients have been with us for decades, as we help them grow and pass on their wealth from one generation to the next.
The Bobats Way
- Everything we do is in our client’s best long-term interests
- We pride ourselves on trust, professionalism and exceptional client service
- Our advisors are experts in the services we offer
- Advice is always fair and relevant to the client’s objectives
- Client reporting is timeous, accurate and complete
- We set realistic expectations of our abilities and the services we offer
- We remain humble regardless of our past successes
Our Guiding Principles
- Invest For The Long Term
- Avoid Capital Loss
- Balance and diversify just enough
- Maintain flexibility, liquidity and agility
- Minimize Costs
- Consider Tax Efficiency
- Don’t underestimate the power of compounding returns
We want you to rest assured knowing that your hard earned money is being put to work and the underlying products and services we’ve chosen together, exceed your expectations.
Bobats Advice Process
Our advice process is continually refined to incorporate
contemporary financial planning practices.
Most financial plans begin and end with the products. Your plan needs to begin and end... with you.
Having asked the right questions about your life, we will research and create the financial choices that you can choose to best suit you.
With a clear understanding of who you are, and what you want, you can make powerful and informed choices.
Review And Enhance
Your life will keep changing, and you should be able to change your choices too. We can review your plan and enhance it when needed by exploring, creating and choosing.
We are professional financial planners.
How can we help you today?
Bobats Investment Process
At Bobats, we firmly believe in giving you the widest investment choice
that will help you meet your objectives and maximise your risk-adjusted returns.
Bobats Fund Favourites List
We can invest your money with investment managers who we believe are best of breed in their respective fields. Investment managers that make it through our selection process end up on the Bobats Fund Favourites List.
We have our own in-house investment manager, Sterling Invest, run by Ebrahim Moola. We believe Sterling Invest can deliver superior returns, especially in the listed equity and property asset classes. Visit www.sterling.za.com for more information.
How our clients feel
*Client names are fictitious to protect their real identity