Our Team

Meet Your Advisory Partners

Experienced, qualified and dedicated to your long-term financial wellbeing.

Elias Baloyi

Financial Adviser · Liberty Advisory Partner

With close to a decade of experience, Elias brings practical, results-driven expertise across retirement planning, investment management, business assurance, and estate planning.

His client-centric approach combines disciplined financial principles with modern tools and data-driven analysis. He believes financial planning is a partnership — committed to long-term relationships, ongoing guidance, and clarity.

FAIS Compliant — Authorised Financial Services Provider
Certified Financial Planner (CFP®)
Liberty Advisory Partner since 2012

"Financial planning is a partnership — built on trust, guided by data, and measured by your outcomes."

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Charlotte Tshabalala

Financial Adviser · Liberty Advisory Partner

Charlotte is a seasoned financial adviser with more than 12 years of experience. She began her career in retail banking, developing the disciplined, client-focused approach that defines her work today.

She has expanded her expertise across risk planning, investment solutions, and long-term wealth structuring — working closely with clients through every life stage to keep plans relevant and adaptable.

FAIS Compliant — Authorised Financial Services Provider
Post-Graduate Diploma in Financial Planning
Liberty Advisory Partner since 2015

"Meaningful financial advice is built on trust, consistency, and genuine relationships — not transactions."

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Why Choose Us

Our Commitment to You

Client-First Advice

Every recommendation is made with your best interests at heart — never product-driven.

POPIA Compliant

Your personal information is handled with the highest level of care and confidentiality.

Long-Term Relationships

We don't just sell a product — we walk with you through every life stage.

Pan-African Reach

Serving clients across South Africa and the broader African continent.

Take the First Step

Ready to Start Your Financial Journey?

Book a free, no-obligation consultation with one of our advisers today.

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