Meet Lubabalo Jonas

Wealth creation and Financial Planning is what we specialize
in at RockFin, by creating enough wealth for your life journey.
By Partnering with you to your financial wellness our journey
will include regular interaction as your life changes and your
plans/circumstances change. What is important are your life
and financial goals ensuring that you have a plan that is
aligned. By partnering through your life journey, I will assist you in
making sure that I provide you with the most appropriate
product. Through our interactions your needs will be
addressed, and your expectations realigned. Our team of
financial Planners at RockFin strive to deliver on our promise
which is “Beyond Financial Planning”.
079 043 0373
Education

  • Regulatory Exam (RE5) –
    Moonstone Financial Planning
  • Certificate (NQF level 6)- Milpark Business School (In
    progress)
Experience

  • RockFin Wealth Manangement Opportunity Center Advisor
    (January 2019 – Current)
  • MoreThan – Car Insurance Consultant (January 2018-December
    2018)
  • The Foschini Group – Long and Short Term Insurance –
    Personal Accident plan and Funeral Cover (2016 July-November
    2017)
Solutions

  • Medical Aid
  • Gap Cover
  • Health Insurance
  • Life Style Benefits
  • Retirements and Investments