Babalwa has over a decade of experience in the Financial Services Industry, and alongside being a certified financial planner, is also a dynamic entrepreneur and agent of change in the community. She is passionate about empowering people to take control of their financial health through education, and is proud of her company’s independent approach which allows her interests to be fully aligned with those of her clients.
Babalwa is qualified to give expert financial advice and holds a number of key qualifications, including a Post Graduate Diploma in Financial Planning. She conducts financial wellness programmes, gives retirement and investment workshops, and speaks at corporate events.
+27 81 521 3297
Milisa joined Basik Financial Solutions in 2019 and plays a dual role within the practice, functioning both as a Paraplanner and a Client Relationship Manager. She holds a Bachelor of Commerce degree in Financial Planning from Nelson Mandela University and comes with a wealth of experience in administration, compliance as well as paraplanning.
Her passion is to help others become financially prepared for every milestone in life and she holds firmly to the view that financial freedom is attainable in our lifetime so long as we are open to educating ourselves. According to Milisa “Life is a journey of learning through our own as well as the experiences of others.” and also believes in the saying by Epictetus that “Only the educated are free”
Milisa manages the day to day operations of our business and regulatory compliance ensuring that our business runs efficiently and meets the standards we uphold as a business. She understands the many demands of running a regulated adviser business and is a key member of our support team.
+27 87 149 1918