Protect What Matters,
Plan What's Possible
Discover Added Value
We help you protect what you've built while uncovering new opportunities for growth. Our comprehensive approach goes beyond standard financial planning. Makeba indentifies strategic positions to strengthen your financial foundation outside of traditional investment planning products.
Core Planning
We provide essential financial safeguards through three key areas of protection planning:
Risk Assessment - Strategic evaluation and protection against unforeseen circumstances
Emergency Fund Design - Customized savings strategies that maintain flexibility while building security
Legacy Planning - Comprehensive solutions for wealth transfer and generational impact
Makeba’s Core Planning Services ensures your financial plan remains resilient through life's changes while protecting what matters most to you and your family.
Private Client Services
For select clients, we offer specialized planning solutions that go beyond traditional financial protection. Our exclusive services include:
Home Equity Solutions - Strategic Home Equity Line of Credit (HELOC) consulting, roadmapping and multi-property wealth optimization
Business Succession Planning - Comprehensive transition strategies and key person protection
Advanced Income Protection - Customized multi-layer income security frameworks
Our private offerings at Makeba Financial are tailored for clients seeking sophisticated growth and protection strategies to preserve and optimize their wealth across multiple dimensions.