WHO WE ARE
Meet the team behind Legacy Wealth Management
At Legacy Wealth Management, we are dedicated to providing comprehensive, client-focused wealth management and insurance solutions. Established in 2012, our mission is to empower individuals and businesses to achieve their financial goals with confidence. We specialize in a range of services, including property financing, business and agricultural loans, asset and vehicle financing, and solar solutions. With a deep commitment to trust, excellence, and innovation, we build lasting relationships with our clients, offering personalized strategies and expert advisory services to ensure their financial success and future prosperity.
Tebogo Mothapo
Founder and Chief Executive Officer
With over eight years of leadership at Legacy, Tebogo specializes in guiding clients toward financial success through tailored wealth management strategies. Tebogo's background also includes roles as a Management Consultant at Manyeleti Consulting and Operations Manager at Khayalami Waste Management, giving him a well-rounded business perspective.
EDUCATION
BTech, Financial Management - Tshwane University of Technology
MBA - GIBS
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Certified Wealth Manager
KHANYISILE MADONKO-NDEREZINA
Associate Partner - Commercial; Transaction Advisory
As a seasoned management consultant, executive advisor, and deal maker, Khanyisile specializes in guiding businesses through complex transactions and strategic initiatives. His extensive experience in commercial finance and deal structuring empowers clients to optimize their investments and achieve sustainable growth.
EDUCATION
Certificate in HR Management - University of Witwatersrand
Currently pursuing Msc International Corporate Finance - University of Salford
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Certified Financial Modelling and Valuation Analyst (FMVA®)
KUTLWANO MOSWEU
Associate - Finance; Insurance; Modelling
Kutlwano Mosweu is a vital member of the Legacy Wealth Management team, bringing extensive experience in management consulting and insurance. Specializing in financial modeling, valuation, and structuring, Kutlwano excels at providing clients with in-depth analysis and strategic insights. His expertise enables businesses and individuals to make informed decisions, optimize their financial strategies, and achieve their goals.
EDUCATION
BCom (Honours) International Finance and Investments - University of Witwatersrand
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COB Basic Investments
OUR MISSION
To provide personalized wealth management and insurance solutions, empowering clients to achieve financial success with confidence through expert guidance, trust, and innovation.
Our mission is rooted in empowering our clients to take control of their financial futures with confidence. We achieve this by offering personalized wealth management and insurance solutions tailored to each individual’s or business’s unique needs. Through expert guidance and a client-centric approach, we strive to foster long-lasting relationships built on trust, integrity, and excellence. By embracing innovation and staying at the forefront of financial strategies, we ensure that our clients have the tools, resources, and knowledge they need to achieve sustainable financial success, no matter their goals.
CORE VALUES:
Empowerment
We empower clients by providing the knowledge and tools needed for informed decisions and financial independence.
Creativity
Our services are accessible to everyone, offering equal opportunities and treating all clients with respect and fairness.
Accessibility
We simplify wealth management, ensuring transparency and support throughout our clients' financial journeys.
Trust & Intergrity
We build lasting relationships based on honesty, reliability, and the highest ethical standards.
Excellence
We deliver top-quality, customized financial solutions tailored to each client's unique needs.
Innovation
We embrace modern technologies and strategies to provide cutting-edge financial solutions in a changing world.