Established in 1999 as SM Mohapi Financial Services (Pty) Ltd, Mohapi Group is today 100% black-owned and a leader in its field. Providing investment management, financial planning and advisory services and consumer education to individuals, small, medium and micro enterprises, stokvels, corporates and municipalities, we are where we are today by virtue of our expertise and experience. Headed by respected financial advisor Simon Mohapi, Mohapi Group boasts personnel with impressive qualifications in the fields of commerce, supported by extensive workplace experience in NGO’s, regulatory bodies and the corporate environment. Simon, Neo and Keletso Mohapi have a joint shareholding in the company. They have more than 20 years combined experience in financial services and consumer education. With excellence as a benchmark, honesty, integrity and confidentiality are entrenched in our service offering. Mohapi Group aims to be the service provider of choice to those in need of financial advice, investment planning, share portfolio management, estate planning, retirement planning, wealth creation and consumer education.

In terms of accreditation, Mohapi Group is accredited by the following bodies:

  • Financial Services Board (FSB) as Investment Managers & Financial Advisors FSP 722 in accordance with the Financial Advisory and Intermediary Services License (FAIS)
  • Financial Planning Institute (FPI) as Associate Financial Planners No 200200093

POPI POLICY as required by the Information Regulator: