Suleiman Gulam Moolla

Financial Planning

• Analysis of Financial Portfolio’s
• Long-Term Insurance Products
• Investments
• Pension Funds – Corporate and personal benefits
• Short Term Insurance - Personal Lines and Commercial
• Medical Aid and Corporate Medical Schemes
• Business Assurance; Key Man Assurance; Partnership Assurance
• FAIS & FICA
• Wills & Estate Planning
• CPD – up to date
• As a senior financial planner with over 20 years of experience, I specialize in holistic financial planning for private clients which includes:
• Investment management for private clients
• Retirement Planning
• Estate planning
• Medical scheme advice
• Short term-both personal and commercial lines
• Advice on long-term risk products
• Business Assurance
• Bringing onboard new recruits
• Developed personal rapport with each client to maintain customer loyalty and establish long-term accounts.
• Collaborated with cross-functional teams to develop integrated strategies for tax planning, risk management, and estate planning.
• Managed a diverse portfolio of clients, ensuring optimal returns on investments and minimizing risks.
• Built lasting relationships with clients by consistently exceeding expectations in communication, professionalism, and results-driven advice.
• Improved client financial stability by assessing their current financial situation and developing customized plans.
• Conducted regular reviews of client accounts to ensure alignment with changing goals or market conditions, making adjustments as needed.
• Developed custom presentations to educate clients on various investment options aligned with their objectives and risk tolerance levels.
• Analyzed financial needs of clients and developed tailored strategies to meet goals.
• Devised comprehensive financial plans for clients to achieve short and long-term financial goals.

• As CEO, I provide effective leadership and vision for the company to grow value responsibly, in a commercial, profitable and sustainable manner.
• To achieve the budgeted revenue, margin and profitability measures as laid out in the company's budgets from time to time, so as to enable a satisfactory and sustainable return to shareholders, and provide the resources to implement the strategic plan as approved by the board.
• Provide leadership and vision to manage the company in the best interests of all its shareholders.
• Provide leadership in setting the Mission, Vision, Principles Values, and the company’s Annual Operating Plan, in conjunction with the Board of Directors (Board).
• Lead the company’s business growth in a profitable and sustainable manner through resourceful people, capitalizing on superior assets and innovation and operating in a socially responsible manner
• Provide general supervision and management of the company’s day-to-day affairs within the guidelines established by the Board, consistent with decisions requiring prior approval of the Board and the Board's expectations of Management.
• Ensure the development of an Annual Operating Plan including business plans, operational requirements, organisational structure, staffing and budgets that support the Strategy and recommend the Annual Operating Plan to the Board for review and, in the Board's discretion, approval.
• Ensure, so far as reasonably practicable, that the company complies with its health and safety obligations.
• Develop a strong organisation with the right people in the right positions.
• Ensure that the company has an effective senior Management team below .
• Effectively manages the human resources of the organisation according to authorised personnel policies and procedures that fully conform to current laws and regulations and ensures the company operates with high staff morale.
• Recommend appointments to senior Management, monitor performance of senior Management and provide feedback and training as appropriate.
• Managing sales teams across the country
• Working closely with Engineers and project managers to ensure projects are completed in time and on budget.
• Negotiating High Level Energy Projects with Governments In Africa / Presentations to Governments
• Performance assessments
• Developing growth strategies
• Arrange Project finance
• Develop strategies to constantly improve the business
• Customer relations and complaints
• Expanding customer base and network building
• Brand building and awareness
• Developing presentations and proposals
• Communicating with customers and suppliers
• Attend fairs and conferences
• Track and manage the financial aspects of transactions
• Develop constant business improvement strategies
• Maintaining and strengthening customer relations
• Ensuring deadlines and targets are met
• I took a huge loss after a client did not pay me and could no longer sustain the business.

• Financial Planning
• Analysis of Financial Portfolio’s
• Life Policies
• Investments
• Retirement Planning
• Retirement Annuities, Pension & Provident Funds
• Capital Bonds
• Medical Aid and Company Medical Schemes
• Business Assurance; Key Man Assurance; Partnership Assurance
• FAIS & FICA
• Wills & Estate Planning
• Performing analysis on clients’ portfolios
• Bringing onboard new recruits
• Mentoring and training new recruits
• Managing and Training Telemarketers & Admin Staff
• Doing retirement planning for clients
• Wills and estate planning
• Selling of life policies, investments, pension & provident funds, Medical Aids, Business Assurance
• Managing pension and provident funds.
• Assisting client with Investments and fund advise
• I was offered a better opportunity

• Company did not adhere to salary promises

• Costing of Project
• Making sure project deadlines are met
• Ensuring quality is achieved
• Ensuring deliverables are being completed within the baseline cost plan
• Regular reporting of project progress
• Proactively managing foreseen project risks
• Managing changes to projects without unduly affecting the objectives and benefits
• Overseeing sales, making sure sales targets are met for retail goods manufactured
• Shulman's Linen Centre: Shop fitting and revamping of store
• Momentum Life: Built and set up a new server room and IT Department
• Nyanga Boxing and Community Centre: Ceilings, Bulk Heads, Timber Cladding, Tiling, Plastering etc.
• Belhar Sports and Community Centre: Ceiling, Timber Cladding, Tiling
• Fedhealth Customer Centre and offices: Shop fitting, construction of Offices including all interior work.
• Fashion Traders: Setting up of new store, shop fitting, bulk heads and all interior work
• Asch Consulting Engineering: Setting up of offices including manufacturing of custom engineering work stations.
• BG outfitters: Setting up of new store including all shop fitting and interior work.
• Rutherford Joinery: New offices including manufacturing of office furniture.

• No Further advancement opportunities

• Company Closed Down