Goitseone Maponyane
@goitseonemaponyane
Independent Financial Advisor focused on client wealth protection, wealth creation, and growth through acquisition.
What I'm looking for
I’m a diligent, patient, and result-driven Independent Financial Advisor who believes clients should feel valued and genuinely supported. My journey in finance started with a desire to create wealth for clients and help them protect their future through education and diligent service.
As an Independent Financial Advisor (May 2023–Oct 2025) at Aluma Capital, my primary role is bringing in new clients through client acquisition using various marketing techniques. I provide solutions for wealth protection and wealth creation based on each client’s needs, using all the financial services solutions within the relevant business offering, and I conduct client reviews within client engagements.
Previously, as a Financial Advisor (Aug 2021–Sep 2022) at LIBERTY, I provided the same focus on wealth protection and wealth creation while generating new clients through cold calling, networking, and obtaining referrals. I also took part in initiatives to improve sales and provided sales reports for monthly reporting to support marketing and branding efforts.
Experience
Work history, roles, and key accomplishments
Independent Financial Advisor
Aluma Capital
May 2023 - Oct 2025 (2 years 5 months)
Acquired new clients using marketing techniques and provided tailored advice on wealth protection and wealth creation based on client needs. Conducted client reviews and supported sales growth by producing monthly sales reports to drive marketing and branding efforts.
Financial Advisor
Liberty
Aug 2021 - Sep 2022 (1 year 1 month)
Provided clients with wealth protection and wealth creation solutions and conducted client reviews as part of client engagements. Generated new business through cold calling, networking, and referral generation.
Education
Degrees, certifications, and relevant coursework
Marketing Integrity Academy
Class of Business (Moonstone), Class of Business (Moonstone)
2022 - 2023
Completed Class of Business (Moonstone) through Marketing Integrity Academy between July 2022 and August 2023.
Institute of Marketing Management
Marketing Management program (paused), Marketing Management
2012 - 2014
Studied Marketing Management at the Institute of Marketing Management from 2012 to 2014; the program was paused.
Langenhoven High School
Matric (High School Diploma), Secondary Education
2007 - 2011
Completed Matric at Langenhoven High School from 2007 to 2011.
RE5 Qualification
RE5, Regulatory qualification (RE5)
Completed RE5 (financial services regulatory exam); completion date not specified.
Availability
Location
Authorized to work in
Job categories
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