Yaseen Badat

3 Wembley Terrace Road, Town Hill, Pietermaritzburg, 3201

Mon – Fri: 08:00am – 04:30 pm

+27 33 346 2071

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Your Goals, Our Expertise – A Powerful Partnership.

Investment Mastery at Your Service.

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Investing in Moments, Growing Lifelong Fortunes.

Tailored Financial Solutions

Why Choose ME

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Client-Centric Approach

I am here to meet your
needs and financial goals.

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Modern Tools

Experience assured financial growth
withour utilization of advanced
and modern tools.

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Expert Advice

Unlock financial success
with expertise
and proven methodologies.

My Promise to you

Vision

I envision a world where financial success knows no bounds, where every individual can embark on a journey of prosperity and achieve their loftiest aspirations. 

Mission

Our mission is to empower our clients on their journey to financial prosperity and security. We strive to be the compass guiding them through the labyrinth of the financial world, providing expert insights and innovative solutions to achieve their unique goals.

Code of Conduct

I am committed to maintaining the highest standards of ethical behaviour, to upholding ethical standards in all its activities, and to complying with all prevailing laws that are applicable to its business and the public and private environments in which it operates.

Expert Team

Yaseen Badat

Executive Financial Adviser

Cheryl Nirhoo

Office Manager

Abdullah Vally

Client Relationship Officer

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Satisfied Clients

0

Partners

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Years Of Experience

R 0 mil+

Assets Under Management

Let's Hear From My Clients

Slide 1
V. Huygen
Client of 2 Years

"I have never been advised so clearly and sufficiently by anybroker before. This service is recommendable."

Slide 2
L. Dellar
Client of 9 Years

"Felt tailor-made, professional advice, personally to suit our circumstances. Made an effort to get to know us and what is important to us. Friendly and down-to-earth, sensible advice that made perfect sense to us. Advice that was also realistic, and made us feel empowered instead of making us feel that things were beyond us."

Slide 3
S. Yusuf
Client of 11 Years

"I've been a client of Liberty since my very first job, andI'vealways received superior service and care. Yaseen Badat is, by far, the most supportive and insightful advisor I could ever ask for. Even in his absence, his staff is equally helpful and knowledgeable about our needs as individuals andas a family. We literally trust this team with our financial future."

Slide 4
F.G.H. Kathrada
Client of 9 Years

"I have known Yaseen Badat for just on 10 years, and during that time, not once did I have any queries that were not satisfactorily answered. May Yaseen Badat and his dynamic team continue growing from strength to strength in their endeavors."

Slide 5
S. Desai
Client of 13 Years

"Yaseen and his team are truly outstanding, a trusting and fully committed team, who are always quick to respond to queries and addressing any issues I may have. In addition, they provide sound investment opportunities to assist in growing my portfolio."

Slide 6
N. Parag
Client of 14 Years

"I have been a client with Yaseen Badat for 13 years - since I was a junior doctor, and throughout my career growth, he supported, advised, and guided me in a meaningful and transparent manner to build my portfolio, grow my savings, and invest wisely. I can fully entrust my decisions with Yaseen and his team, and their expertise is worthy of emulation."

Slide 7
Shenaz
Client of 13 Years

"I have always received beneficial advice from Yaseen; he's open, honest, warm, friendly, and always tries to help in the best possible way."

Slide 8
I. Shah
Client of 15 Years

"If you are looking for that opportune investment, I highly recommend Yaseen Badat Wealth Management. We share a 15-year journey thus far, and have always been completely satisfied. They are professional and have exceptional service, with a dedicated team to offer you a wide spectrum of personalized and tailor-made products to suit your lifestyle."

Slide 9
S. Singh
Client of 15 Years

"I have been dealing with Yaseen Badat for a few years now. He and his office have been extremely professional and always happy to assist with feedback and my concerns. Yaseen himself goes above and beyond to answer my questions, sending me feedback on time, and advising me on products and updates on the latest investment options. He gives me sound advice based on my needs, and I have built deep trust in him, which, for me, is the most important factor when dealing with a financial advisor. I would highly recommend Yaseen Badat and his team."

Slide 10
A. Edris
Client of 13 Years

"As an organization, we are satisfied with the excellent service received from Yaseen Badat and his team over the many years. There are various personnel designated to handle various queries, and this ensures positive outcomes. Yaseen provides us with service and advice that work best for us."

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Frequently Asked Questions

All investment carries risk, there is a risk that the returns may not meet expectations, or you
may incur some short-term losses or even loss of capital. Some level of risk must be accepted in order to achieve your goals. Understanding the level of risk you are prepared to take will enable my team to invest your money accordingly.

When looking at what funds are available it can be an overwhelming task. We will work
alongside you to ensure you have the most up to date relevant information when deciding
on which fund to invest in.

Our clients are provided with regular updates on how their investments are tracking and as part of our ongoing relationship, we will continually review their investment funds to ensure that their needs are being met.

Wealth management usually refers to a suite of services that provides the opportunity to work with a financial professional. It usually includes working together on a broad plan to
help grow and protect assets and it often includes the ability to take advantage of professional money management.

Talk to us today for a free no obligation meeting where we can discuss what your
investment goals are and the options we have available to help you achieve your goals.

Fees for our investment management service vary depending on the investment size.

Using all the research tools available, we spend a great deal of time exploring possible
investments through a stringent evaluation process. We apply our expertise and filter it
through our own philosophical and strategic lenses, rather than automatically investing in
what is popular for the short term.

Data protection is a matter of trust, and your trust is important to us. When processing your
personal data, we strictly observe the legal regulations. We use state-of-the-art IT
infrastructure to ensure the security of your data. All data stored is encrypted.

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