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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Elevate Your Financial Journey with Us

Investment Excellence, Driven by Expert Insight

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Precision Investing, Profitable Outcomes - Let's Grow Together.

Your Prosperity, Our Passion

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About Us

Welcome to the epitome of financial finesse – Yaseen Badat Financial Advisory – where your prosperity becomes our passion.

At YBFA, we are dedicated to helping individuals and businesses navigate the complex world of investments and optimize their financial potential. With a team of seasoned professionals and a proven track record of success, I offer personalized solutions tailored to our clients’ unique goals and risk tolerances. Whether you’re a seasoned investor seeking to expand your portfolio or a newcomer looking to secure your financial future, our comprehensive range of services, including wealth management, portfolio diversification, and strategic planning, are designed to meet your evolving needs. Trust in our commitment to transparency, integrity, and excellence as we collaborate with you to unlock a world of opportunities and build a solid foundation for lasting prosperity.

Partner with me today and experience the assurance that comes with having a trusted and dedicated ally on your financial journey.

About Liberty

Liberty has expanded significantly, currently managing assets valued at R720 billion and providing insurance coverage to over 6 million contracted individuals. Operating in 25 African nations, Liberty has evolved from its roots as a South African life insurance provider into a comprehensive Pan-African financial services firm. Our diverse offerings include asset management, investment services, insurance solutions, and health products. Recently Standard Bank, Africa’s largest bank by assets, acquired Liberty Holdings Limited, creating a financial conglomerate that will expand across the continent.

About Stanlib

STANLIB oversees assets exceeding R608 billion on behalf of a clientele comprising both retail and institutional investors, totalling over 500,000 individuals and organizations. Our footprint extends across eight African nations, reflecting our commitment to the continent. With a rich legacy and a combined investment team experience spanning more than a millennium, we bring a wealth of knowledge and expertise to the financial services we offer.

  • My

    Mission

    My mission is to empower clients on their financial journey, offering expert insights and innovative solutions. I prioritize integrity, transparency, and fiduciary responsibility, always acting in their best interests. By blending technology and expertise, I will create tailored investment strategies that optimize and manage risk. I foster lasting relationships, providing ongoing guidance and support as financial aspirations evolve.

  • My

    vision

    My aim is to create tailored financial solutions daring to explore new growth frontiers while promoting responsible investing for a sustainable global economy. Empowering individuals and institutions, we illuminate the path to prosperity with unwavering integrity and ethical principles.

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.  

 
 
   My employees are committed to: 
 • Treating people with respect and dignity and providing a safe and healthy work environment. 
 • Applying the principles of diversity, equity, inclusion and belonging to promote equal employment and development       opportunities. 
 • Evaluating performance fairly and objectively and rewarding employees for their contributions. 
 • Fostering accountability and acting with integrity by providing clear grievance procedures to address ethics breaches. 
We commit to: 
 • Treating clients fairly, honouring obligations and respecting their dignity, while ensuring that all communication – including advertising – is truthful and accurate. 
 • Building sustainable, trust-based relationships, as we ensure the confidentiality and privacy of personal information is preserved.
 • Engaging with and responding to clients in a professional, efficient and effective manner. 
 • Maintaining objectivity and refraining from inappropriate behaviours, such as coercion or inappropriate influence.
 
We commit to: 
 • Treating our financial advisers respectfully and honestly while maintaining fairness and transparency to build long-term relationships based on mutual trust. 
 • Remunerating our financial advisers reasonably and commensurately. 
 • Providing and following procedures to enable financial advisers to raise and resolve grievances promptly, as we protect their privacy and personal information. 
 • Refraining from inappropriate behaviours, such as coercion or offering cash, gifts or undue incentives.  
 As a responsible corporate citizen, we commit to: 
 • Paying suppliers and SMMEs as agreed and in a timely manner. 
 • Refraining from soliciting or offering bribes. 
 • Ensuring the confidentiality of the information received from our suppliers, while building ethical relationships with them and treating them fairly.  
We commit to: 
 • Building goodwill and trust with the media.
 • Engaging in honest and transparent communication. 
 • Recognizing and respecting the media as society’s voice while remaining accountable for the transparency of our business conduct and practices.
 
We commit to: 
 • Supporting the development plans of the countries we operate in. 
 • Aligning with the objectives of Agenda 2063 – Africa’s development blueprint; the UN Sustainable Development Goals and the UN Declaration of Human Rights.
 • Achieving sustainable economic growth both socially and environmentally by supporting well-governed business practices. 
 • Creating and enabling an ethical environment, free from bribery and corruption, money laundering and terrorism financing.  
 
We commit to: 
 • Engaging and cooperating with our regulators. 
 • Complying with relevant laws and regulatory, directive and supervisory requirements. 
 • Investigating and reporting suspicious activities to the relevant authorities and encouraging our employees to report non-compliances. 
 • Refraining from soliciting or offering bribes.
We commit to: 
 • Upholding the principles of fair and just business practices. 
 • Following professional standards for technical and ethical competence. 
 • Working with industry and professional bodies to leverage industry synergies to create scale and impact by participating as business and industry role players in matters of common interest.

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Yaseen Badat is a representative of Liberty Group Limited. An authorised financial service provider ( FAIS 2409 )

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