Aron Samuels

Financial Planning - Support Advisor at Woodland Wealth
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Contact Information
us****@****om
(386) 825-5501
Location
City of Cape Town, Western Cape, South Africa, ZA
Languages
  • English -
  • Afrikaans -
  • English Full professional proficiency
  • Afrikaans Full professional proficiency

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Bio

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5.0

/5.0
/ Based on 5 ratings
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Lewis Mboko

Aron is very passionate about empowering young professionals to make solid and sound financial decisions. I have been his client for a year and I am impressed by his level of professionalism and accessibility.

Phiwe Mayosi

Aron is a trustworthy adviser who doesn't sell dreams when advising you on how to manage your money. He is excellent for young professionals who are starting out their careers and want to get to grips with their finances early as he gives relatable financial advice without making one feel overwhelmed. All in all 10/10 would recommend.

Souzah Emmanuel Ruzario

Aron is a hands-on financial advisor who truly cares for his clients. As one of his clients I have first hand experience with his passion and dedication to making sure his clients are aware of the financial products and tools available to them as clients of PPS or just as young professionals to maximize their wealth generation capacity. Aron's passion for the financial education of young people is also evidenced by his efforts in providing educational information on finances via social media platforms and the webinars he hosts regularly. Aron is also super friendly and approachable making him an ideal reference person for young professionals navigating their finances for the first time.

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Credentials

  • LinkedIn Creator Posting Strategy
    LinkedIn
    Jul, 2022
    - Nov, 2024
  • Digital Networking Strategies
    LinkedIn
    Dec, 2021
    - Nov, 2024
  • Working and Collaborating Online
    LinkedIn
    Oct, 2021
    - Nov, 2024
  • Working with Computers and Devices
    LinkedIn
    Oct, 2021
    - Nov, 2024
  • Productivity Tips: Finding Your Productive Mindset
    LinkedIn
    Apr, 2020
    - Nov, 2024
  • Thriving @ Work: Leveraging the Connection between Well-Being and Productivity
    LinkedIn
    Apr, 2020
    - Nov, 2024
  • RE5
    Moonstone Compliance & Risk Management
    Oct, 2016
    - Nov, 2024

Experience

    • South Africa
    • Financial Services
    • 1 - 100 Employee
    • Financial Planning - Support Advisor
      • Aug 2022 - Present

    • South Africa
    • Financial Services
    • Financial Coach and Founder
      • Dec 2021 - Present

    • South Africa
    • Insurance
    • 700 & Above Employee
    • Financial Advisor
      • May 2021 - Jul 2022

    • Broker Consultant/ Life Specialist
      • May 2018 - Apr 2021

    • Independent Financial Advisor
      • Jun 2016 - Apr 2018

Education

  • USB
    Postgraduate Diploma in Financial Planning, Financial Planning
    2017 - 2018
  • University of the Western Cape
    Bcom Law, Law and Financial Planning
    2012 - 2016
  • Paul Roos Gymnasium
    Matric
  • University of Stellenbosch
    BA Law

Community

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