Y MOHAMED ASSURANCE BROKERS CC

Y MOHAMED ASSURANCE BROKERS CC is a well-established and leading independent financial services provider offering tailored wealth and risk solutions to both individual and corporate clients.

As a privately owned and managed firm we are dynamic and objective, with a highly qualified team who firmly believe in simplifying wealth and risk solutions and empowering families to make sound financial decisions.

Driven by our commitment to client interests and by our independent, collaborative culture, Y MOHAMED ASSURANCE BROKERS range of services is designed to be comprehensive, yet customizable.

Why clients choose us

Not just an average financial services company

We deliver solutions with an in-depth understanding of the unique needs of each client and provide comprehensive wealth advisory services to assist clients preserve and grow their assets, diversify their holdings and maintain a legacy for future generations.

Transparency, trust and family orientated

Resolute, Independent and solutions driven

Caring and committed

Dynamic and curious to solve

Qualified and experienced

Education and Guidance.

Our team
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Our team has a deep understanding of the financial challenges facing individuals, families and businesses. Our advisory services are guided by our expertise in seeking to provide effective solutions that reflect the particular dynamics of a client’s unique and specific circumstance.

The Brains

I see myself as the chief problem solver. I have the privilege of working with fascinating individuals with a wide variety of backgrounds and complex problems… this is what excites and fires me up.

I have been managing our firm and servicing partners in this capacity since 2017 and have been practicing as a financial planner since 2013.

Holding a Bachelor’s Degree and a Post Graduate Diploma in Financial Planning, I have learnt that “The best way to predict the future is to create it.”

I love when a prospective partner comes in with a whole host of complex problems looking for guidance or even just a place to start figuring things out. Brainstorming and strategizing with amazing partners on a regular basis is one of the many highlights of my day.

When I am not strategizing to grow, protect and transfer wealth I like to do pretty much anything active. I love a soccer dribble or letting lose a few arrows from my traditional bow. I enjoy trying new things especially different foods, an aspiring chef, food aficionado and coffee connoisseur.

Spending time with family, reading books with my two little boys and the occasional movie or soccer match are my most treasured memories.

Education and Certification:

1.Matriculant –  Jeppe High School for Boys

2. Bachelor of Commerce – University of South Africa

3. Higher Certificate in Wealth Management – PSG Academy

4. Post Graduate Diploma – University of the Free State

5. Regulatory Exams RE1 and RE5

My Life in a Motto: 
“Truth is the best arrow and Courage the finest bow” Then a new box labelled Late Yoosuf Mohamed (I’ll send you a picture) “The Mentor” cornerstone and founder of our firm. We mourned the loss of our patriarch on November 28th; 2018. A man of integrity and intellect who was the epitome of a true gentleman. His calm and caring nature is renowned amongst his peers, associates, friends and family. Yoosuf was a qualified Afrikaans educator before joining African Eagle in 1977. Holding the “Fellow” designation by passing the highest level of professional examination in Financial Planning, with the Institute of Life and Pension Advisers (ILPA)  now known as the Financial Planning Institute (FPI), Yoosuf built valuable relations with all major industry role players, partners and fellow brokers. A regular financial columnist in the local neighbourhood newspaper, who firmly believed in proper financial planning for everyone and coined the line “Financial Planning at its Best” The formation of Y Mohamed Assurance brokers began in 1995, when Yoosuf became an independent financial planner and the company was registered as a Close Corporation on April 4th; 1996. “Uncle Yoosuf” as he was fondly known served his community and partners with outmost care and diligence. His calm and reasonable nature endeared him to all that he met. Yoosuf is survived by his wife of 42 years, his son and daughter as well as 8 gorgeous grandchildren. In lasting memory and commitment to the legacy “FINANCIAL PLANNING AT ITS BEST”