Who do you trust to manage your wealth?
Our clients have been counting on us at Bobats to do this for over 90 years.
We create tailored wealth solutions to grow and protect your wealth and bring order to your financial life.
Hoosen joined the business nearly four decades ago in 1980. 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 and risk policies 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 has 9 years of financial services experience, including; 3 years as a Trainee Accountant with Deloitte in Durban, 2 years as an Investment Analyst at Old Mutual Equities in Cape Town and 4 years as Financial Advisor and Investment Professional at Bobats and Sterling Invest in Durban. 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 their direct property holdings, leading to a highly-concentrated portfolio. 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.”
BComm Hons (Finance), Completed Level 3 CFA Charterholder
Faheem joined Bobats and Sterling Invest in 2018 as an Investment Professional.
Faheem has 6 years of financial services experience spanning various roles in the fields of accounting, corporate finance, financial management, financial advisory and investment analysis. He holds a Bcom Honours degree and has completed all 3 levels of the CFA Programme.
Faheem and Ebrahim work closely together towards building, maintaining and growing the Bobats & Sterling investment offering.
Fathima joined Bobats in 2018 and acts as a Junior Financial Advisor.
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.
Everything we do is in your long-term best interests.We collaborate with you, your other advisors and accountants to bring order to your financial life.We’ve worked this way for 90 years.
Our people are qualified and experienced in their respective fields to give you the best advice and service.We actively keep abreast with the latest developments in technology, tax laws, financial planning and estate planning.
We structure your affairs in the most tax-efficient manner. Our scale (over R 1 billion in assets under management) and long-standing relationships with service providers allows us to negotiate reduced fees and deals on your behalf.
We cap the number of clients we take on to ensure the highest levels of service for existing clients. You have the opportunity to be a part of an exclusive group that get to enjoy our advice and service, “The Bobats Way”.
Everything we do is in your long term best interests.
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, we can help you make powerful and informed choices.
This is your Bobats Wealth Blueprint®.
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.
Sterling Invest, our in-house discretionary investment manager, assists us in putting together investment solutions for you. Sterling Invest prides itself on earning your trust and striving to generate top long term returns.
Sterling Invest sets itself apart through its thorough investment process, the caliber of its people and them co-investing alongside you into the investments they offer.
FIND OUT MORE ABOUT STERLING INVEST →
*Client names are fictitious to protect their real identity