About Our Company
Welcome to Carthcart Wealth Managers, where financial excellence meets personalized service. Discover our story, values, and commitment to helping individuals and corporations achieve their financial goals.
Company Background
Carthcart Wealth Managers (PTY) LTD is a 100% citizen owned company that specializes in financial planning, wealth management and employee assistance programs. The company was incorporated on the 10th February 2021 in the Republic of Botswana with registration no. (BW00002495970).
We are licensed by the Non-Bank Financial Institutions Authority (NBFIRA) under the ministry of Finance and Economic Development, license no: 2/10/721 as intermediaries representing Metropolitan Life of Botswana. The Company is directed by Mr Thulani Tamokate who is a dedicated and seasoned financial advisor, entrepreneur and financial literacy advocate. He has practised as an independent financial advisor for over 10 years, working with various financial services providers across many financial sectors such as the banking industry, insurance industry and the collective investments undertakings industries as shown in his LinkedIn profile: linkedin.com/in/thulani-tamokate-56b53a150. The company has been working closely with the various government departments in matters of employee financial literacy and employee assistance programs in line with financial prudence. Private companies and directors have benefited positively also. Rest assured to reap the best out of our services as you navigate what we have in store for you.
Why Choose Carthcart Wealth Managers?
- Expert Financial Education
- Tailored Financial Advisory
- Holistic Financial Planning
- Innovative Retirement Plans
- Strategic Investment Planning
- Comprehensive Wealth Management Services
Our Guiding Principles
To be the most admired and reliable financial planning firm in Botswana
To be a leading financial advisory and wealth management firm in Botswana
through the provision of professional financial advisory services in partnership with
reputable financial services providers to the delight of our clients
At Carthcart Wealth Managers, our client’s interests come first, and everything we do is guided by our professional ethics. We ensure that we are committed to:
Competence: Our workforce is well trained and academically qualified to deliver exceptional service to the delight of our customers. We also guarantee that we only hire employees and advisors who are well experienced and those showing potential growth and interest to help us drive the business.
Integrity and honesty: Honesty and integrity is at the core of our business operations because our survival is dependent solely on it and our employees and financial advisors adhere to the same standard to deliver services.
Innovation and creativity: We strive to be innovative in delivering our services nation-wide and creative in crafting solutions to meet our client’s needs.
Customer-centricity: Our customers are at the centre of our business dealings, we strive to make the customer a priority at all times. All transactions we make, our customers should be satisfied with the service we provided.
- Deliver unparalleled financial education.
- Offer tailored financial advisory services.
- Create holistic financial plans for individuals and corporations.
- Innovate retirement and investment planning solutions.
- Provide comprehensive wealth management services.
- Foster a client-centric approach to ensure client satisfaction.