About us
A world class team.
Welcome to RM Associates, a premier financial services firm founded by Roberto Moi, our visionary CEO.
Roberto's journey began with a passion for finance and a desire to create personalized solutions for
individuals and businesses. After identifying a need for tailored financial guidance, he established RM
Associates to bridge that gap.
Through hard work and dedication, Roberto grew the firm to service prominent clients. His commitment to
understanding each client's unique needs has allowed RM Associates to build strong, lasting relationships
with individuals and companies.
RM Associates provides comprehensive client service and support, including bi-annual and annual
reviews on all clients to ensure alignment with their financial goals. Our expertise in Long term insurance,
Investments, Short term insurance and Banking enables us to provide well-rounded support.
MR Roberto
CEO and Founder
Roberto is the dynamic CEO and founder of RM Associates, and has
reputation for commitment and dedication to all aspect of the financial
services industry. With a passion for helping clients navigate their financial
journey, Roberto believes that every individual and business deserves
personalized attention and expert guidance.
His exceptional service knows no bounds; Roberto travels across South
Africa to meet clients in person, ensuring that he understands their unique
needs and challenges. This hands-on approach has earned him to be a
trusted advisor and a leader in the insurance sector.
Exceling in identifying and addressing insurance gaps, helping clients secure
the cover they need to protect their assets and achieve peace of mind,
Robeto's knowledge of Industry strategies enables him to craft tailored
solutions for each client.
Driven by a philosophy of service and relationship building, Roberto has
transformed RM Associates into a firm that values client satisfaction. His
warmth, integrity, and dedication make him not just a business leader, but a
valued partner in the financial success of all his clients.
MS Prudence Ndhlovu
Operations
Prudence Ndhlovu plays a crucial role in every client's journey at RM
Associates, offering a seamless and positive client experience. Prudence is
the friendly voice that clients hear, making her an essential part of the firmʼs
commitment to outstanding service.
With an impressive ability to speak ten languages, Prudence skillfully adapts
her communication style to resonate with each client, fostering a relatable
and welcoming environment. Her linguistic versatility allows her to connect
with clients from diverse backgrounds, ensuring that everyone feels
understood and valued.
Her passion for service and the ability to bridge cultural gaps has made
Prudence an invaluable asset to RM Associates.