About bekithemba mafulela, cfa,

sytra™️’S co-founder, Visionary, chief reinvention officer and managing consultant

An African by blood, Zimbabwean by birth, South African resident by choice, Global citizen by lifestyle and social entrepreneur by heart.

Beki is committed and intentional in driving all things inclusive growth and human centred development on the African continent through leading the authentic and inclusive transformation of the social, cultural and economic market systems we do business in the wealth management industry in South Africa and the rest of the Southern African region over the longer term. 

Beki has over two decades professional work and business experience in the wealth management industry and lifetime financial planning & advice profession in particular, acquired working in three Southern African countries namely South Africa, Zambia and Zimbabwe.

Beki started his career as an investment analyst later specialising in corporate finance and private equity, before taking on various other business consulting and leadership roles in the wealth management industry and financial planning profession in particular.

With over 15 years in the wealth management industry advising and coaching financial advisers, Beki is well equipped to understand the unique challenges facing a growing independent financial advisory business. 

He is a CFA charter holder, a graduate of economics from the University of Zimbabwe and has also completed his post graduate diploma in financial planning and the advanced post graduate diploma in financial planning specialising in employee benefits, both with the University of the Free State. For the later he also graduated top of class, winning the Alexander Forbes employee benefits best overall student prize award.  

Beki has also obtained professional continuous learning short course certificates in coaching for development (Associate Coaching Course) and applied law (Introduction to law for none lawyers) with the University of Cape Town Graduate Business School and from Wits University School of Law respectively. 

Beki's business vision is to help SyTra™️'s AUMC™️grow and transform their small seemingly ordinary financial advisory practices into extraordinarily successful small to medium sized wealth management businesses. 

To achieve this he believes every financial adviser should have a strong team behind them that includes a seasoned independent business or sales coach. 

Beki's favorite business quote.  

"Behind every great financial adviser is a great business & sales coach. Behind every great business or sales coach is powerful data” - Beki Mafulela, CFA, Co-founder, Visionary, Chief Reinvention Officer and Managing Consultant, SyTra™️. 

Learn more about sytra™️

SyTra™️is a management consulting firm exclusively focused on supporting financials advisers to transition from in-person only financial advise and client engagement to also leverage appropriate b2b2c business technologies and strategies that enable you as a practising financial adviser to also attract, engage, acquire new clients and/or service your existing clients via digital and hybrid business models. 

We do this by helping wealth management firms  and their servicing financial advisers, planners, fiduciaries and wealth managers collectively referred to as financial advisers under our management consulting ‘AUMC™️’ community with various b2b2c business growth strategies. 

SyTra™️supports financial advisers with effective mentorship, economic empowerment opportunities, complimentary business consulting and coaching services.

We also seek to build local and global partnerships that thrive on an inclusive professional AUMC™️community built on a foundation of shared humanity, friendships, humility and mentorship.

SyTra™️intentionally and actively promotes an authentically inclusive, ethically conscious, socially transformative leadership and stewardship of the local and regional wealth management industry and lifetime financial planning & advice profession in particular.

SyTra™️also seeks to authentically and positively impact the business world and society overall by economically, socially and culturally transforming the way we do business in the wealth management industry and lifetime financial planning & advice profession in South Africa and across the rest of the Southern African region as we grow our regional footprint over the longer term.

By learning from each other and through authentic collaborations and partnerships we can all see the changes we seek come to life.

’Helping more people live their best lives, that are financially healthier, longer and meaningful’

Put simply!

‘Systems Transformation, it’s worth it’ - Beki Mafulela, CFA

‘While many want to see change, not many want to be that change. Yet if we change our mindsets and daily habits we become (embody) the change we want to see and change our reality. The seen is first the unseen.’

‘By doing the right things, in the right way with the right people we can be the change we want to see.’

why WORK WITH sytra™️

After over two decades working in the financial services industry in three Southern African nations namely South Africa, Zambia and Zimbabwe Beki realised that there was a gap in the market and lack of effective and independent b2b2c business consulting support for regulated financial services providers ‘FSPs’ that are typically also small to medium sized enterprises ‘SMEs’.

From that realisation, reflection, social impact and entrepreneurial business objective, equally aligned to the CFA Institute African private capital markets formation research report recommendations, UN SDGs, Africa Union 2063 vision and South Africa’s NDP 2030 goals, SyTra™️Consultancy was born.

We have a focused vision, mission and purpose to help you as a practising financial adviser or registered Financial Services Provider 'FSP' with everything from SyTra™️’s tried and tested new business development strategies, succession planning, go to market strategies, refining or fine tuning your client value propositions ‘CVPs’.

We can also support your practice with identifying new revenue sources, fine tuning your ideal target clients, funding strategies be it for working capital, business infrastructure, acquiring or buying a book and/or the development of new growth markets for your FSP.

The SyTra™️management consulting and corporate finance advisory team in collaboration with our b2b2c marketing partner African Ambition Consulting, adviser practice management training partner Conneqtor, technology enablement partner STK Advisory Connect coupled with the use of leading global industry research and evidence based actionable insights from our managing partner’s professional industry association with none for profit CFA Institute Research & Policy Center seeks to support you as a financial adviser or FSP with various management consulting services.

SyTra™️’s AUMC™️business community is a strategic peer platform that supports financial advisers with various skills training, actionable and evidence based practice management, go to market strategies and other actionable b2b business strategies or b2c new business development opportunities.

SyTra™️is exclusively focused on supporting the inclusive growth and development of FSPs that are typically also SMEs operating in the South African wealth management industry and lifetime financial planning & advice profession in particular whilst enhancing inclusion and demographic diversity of representation.