I have worked in the financial industry for 15 years, consistently maintaining a ranking of Top 10 and Top 20 Financial Advisors at Old Mutual, South Africa’s largest and oldest financial services company. 

Working with professionals, business owners, and high-net-worth individuals across South Africa has resulted in expanding my international portfolio. 

I will continue to proudly serve my South African clients through Old Mutual, while at the same time serving clients in the GCC region through Holborn Assets. 

I have adopted a holistic approach to financial planning, considering all aspects of my clients’ life and goals, not just their investments. I aim to redefine wealth, in both the thinking and managing of it. The possibilities are endless if you start with the correct mindset, guidance, and strategy.

Holistic financial planning is the key to redefining wealth, and covers two distinct segments: (a) Wealth Protection, and (b) Wealth Creation. 

I am a concierge to my clients—the first point of contact and the premier destination for all their financial planning needs. My services are designed for the global citizen seeking personalised financial solutions which transcend borders. 

I pride myself in delivering tailored strategies that align with your unique aspirations, whether you’re planning for retirement, investing globally, or safeguarding your family’s financial future.

Let’s connect!

Email: shieraaj.america@holbornassets.com / shieraaj@omf.co.za