Refuge Financial Services (Pty) Ltd, previously known as Refuge House Financial Services, is an Authorized Financial Services Provider. It was established in 2018 by Mr. Moloedi Elias Lechoano (Choko). Our head office is Bloemfontein based, and we pride ourselves in making a difference in the lives of people we touch by providing them an opportunity to make proper financial planning and informed decisions, while they still can.
About Refuge House
Welcome Refuge House Financial Services
Your Partner in Financial Security and Growth
Our Journey and Impact
As your trusted sanctuary from financial distress , we are unwavering in our commitment to empower you to protect and preserve your wealth, ensuring a lasting legacy for future generations. In just six years, we have proudly served over 600 clients across South Africa and Lesotho , managing over R800 million in Assets Under Management (AUM). This growth is a testament to our exceptional client retention record and our dedication to delivering outstanding financial plans that are uniquely tailored to meet the needs of both individual and business clients. We’ve forged strong partnerships with leading industry product providers to ensure we offer quality financial products that perfectly align with your objectives.
VALUE PROPOSITION
We provide you with a peace of mind,
By following an advice-led process while preserving wealth and leaving a legacy for future generations.
Mr Lechoano – CEO and FA
How We Work
Our Mission and Core Values
Our mission is clear: to remain a relevant and preferred financial practice, consistently providing innovative financial solutions for growing and protecting wealth. This mission is underpinned by our core values
OUR PARTNERS
Momentum
Momentum is a financial services company and provider of healthcare, insurance and investment solutions in SA. Momentum’s Smart Underwriting solution won a Silver Loerie Award in the Service Design category. The solution reinvents the underwriting experience allowing customers to engage with the homepage for CoinJoin the insurer on everyday channels in real time.
ALLAN GRAY
Allan Gray invests in assets across the African continent and employs approximately 1,000 employees. The company’s Cape Town headquarters are in the Silo District of the V&A Waterfront. was the first in South Africa to be given a six-star green rating by the Green Building Council of South Africa.
Old Mutual
Old Mutual is a proudly South African financial services provider with a legacy that dates back to 1845. We offer affordable, reliable products designed to help individuals and families build a secure future. Whether you’re looking for life cover, funeral cover, investment solutions, savings products, or retirement planning, trust Old Mutual to put your needs first.
Expertise You Can Trust
Our strength lies in our team of dedicated and highly qualified advisors. With over 30 years of combined relevant industry experience , our professionals possess a diverse range of qualifications, including Bachelor of Law in Financial Planning, B.Com in Investment Management and Banking, and Advanced Certificates in Financial Planning, among others. We are equipped to guide clients through all stages of life, from young professionals to retirees.