FSP 55090. Read our regulatory disclosure
South African financial adviser ready to welcome a client for a consultation

Get in touch

Contact Us

Start a clear, no-pressure conversation about what comes next.

Start a conversation about your financial goals. Tell us a little about what you're planning for and a Mbalwa adviser will get back to you — no obligation, no pressure.

FSP 55090 · authorised financial services provider Monday–Friday, 08:00–17:00 (SAST)
Consultation options In-person, video and telephone financial-advice consultations

However suits you

Consultation options

Wherever you are in South Africa, there's a way to speak to an adviser that fits your schedule.

In-person

Meet a Mbalwa adviser at our Sandton office for a face-to-face conversation.

Video call

A secure video consultation from wherever you are, at a time that suits you.

Telephone

Prefer to talk it through by phone? That works too — just let us know.

Send an enquiry

Fields marked required must be completed. We'll be in touch within one business day.

Direct contact details

Reach us directly

Office address

4th Floor, Fredman Towers, 13 Fredman Drive, Sandton, Johannesburg, 2196

Business hours

Monday–Friday, 08:00–17:00 (SAST)

FSP number

FSP 55090 — Mbalwa Investment Services (Pty) Ltd

After you submit

What happens after submitting

01

Enquiry is received

Your details reach our team the moment you submit the form.

02

Mbalwa contacts you

An adviser typically reaches out within one business day.

03

An initial consultation is arranged

We schedule a no-obligation conversation, in the format you prefer.

04

Required information is explained securely

If documents are needed, we'll agree a secure way to share them — never through this form.

Getting ready

Preparing for a consultation

You don't need everything sorted before reaching out, but having a general sense of the following can help make the first conversation more productive:

  • A rough idea of your monthly income and expenses
  • An overview of existing investments, retirement funds or policies
  • What you're hoping to achieve, and by when
  • Any specific questions or concerns you'd like addressed
Please don't upload sensitive documents through this form.

This enquiry form is for initial contact only. Once your consultation is arranged, your adviser will explain a secure way to share ID documents, payslips or investment statements.

Frequently asked questions

Questions about getting in touch

Yes. Mbalwa offers in-person, video and telephone consultations — choose whichever suits you when you submit your enquiry.

Yes. While our office is in Sandton, Johannesburg, we work with clients across South Africa through video and telephone consultations.

It helps to have a general sense of your income, existing savings and investments, and what you're hoping to achieve. You don't need everything sorted before reaching out — see "Preparing for a consultation" above for a fuller list.

The initial conversation to understand your goals carries no obligation. Any advice fees are disclosed upfront, before you commit to anything.

A Mbalwa adviser will typically contact you within one business day of submitting an enquiry.

We handle enquiry information in line with our Privacy & POPIA notice. Please avoid submitting sensitive documents through this form — we'll agree a secure way to share documents once your consultation is arranged.

POPIA and security notice

Mbalwa Investment Services processes the personal information you submit through this form solely to respond to your enquiry and, where you proceed, to provide financial advice and services to you, in accordance with the Protection of Personal Information Act (POPIA). We do not sell your information to third parties. Read our full Privacy & POPIA notice for detail on what we collect, how it's used, how long it's retained, and your rights as a data subject.