HOW I CAN HELP
From building and protecting personal wealth to planning for retirement and supporting employee benefit programmes, I provide practical financial advice built around the needs of individuals, families and businesses.
Wealth & Investment Planning
Retirement & Risk Planning
Employee Benefits
Personalised investment planning focused on building, preserving and managing wealth in line with your goals, time horizon and financial circumstances.
Planning for retirement while protecting your income, family and financial future through appropriate retirement and risk solutions.
Helping employers establish, review and manage retirement funds and group risk benefits, while providing ongoing education and personal support to their employees.
About Rafael
Experience You Can Trust. Advice That’s Personal.
With 18 years of experience in financial planning, Rafael Da Mota provides personal financial advice to individuals, families and businesses, building long-term relationships through every stage of their financial journey.
EMPLOYEE BENEFITS FOR BUSINESSES
Better Benefits. Better Outcomes for Your Business and Employees.
I work with business owners, CFOs and HR teams to establish, review and manage employee benefit solutions, including retirement funds and group risk benefits, while providing ongoing education, guidance and personal support to employees throughout their employment journey.
EXPERIENCE & TRUST
900+
Clients, Employees & Businesses
18 Years
Financial Planning Experience
7 years
Liberty Top 35 Advisor