Ruben Labuschagne

A driven Finance Professional skilled in all stages of the financial planning, financial analysis and investment management processes. Eager to contribute towards team success through hard work and impeccable discipline. Well-versed in numerous investments as well as insurance products. Strong background in Finance and Mathematics. Motivated to learn, grow and excel in the finance and investment management industry.

I am a finance professional with progressive experience across the full financial planning and wealth management lifecycle, having advanced from client-facing advisory roles to senior analytical leadership. I began my career at Momentum Group as a Digital Financial Planner, where I built and maintained client relationships, conducted financial needs analyses, and provided risk, investment, and budgeting solutions. I then moved into a Relationship Consultant role, acting as the bridge between clients and back-office planners before transitioning into a fully technical position as an Advice Analyst.

As an Advice Analyst, I focused on the analytical side of financial planning, producing detailed financial plans, investment and insurance projections, and strategic recommendations to support private consultants. My performance led to my promotion to Senior Advice Analyst, where I led and mentored a team of analysts, ensured quality control and compliance, and provided technical oversight on complex financial cases. In this role, I was responsible for maintaining high standards of accuracy, practicality, and execution in client-ready financial plans, while also monitoring workflow and reporting on team performance.

In 2024, I joined Efficient Group as a Wealth Manager, where I focused on comprehensive financial planning with a specialization in both local and offshore investments. I worked alongside senior wealth professionals, conducted in-depth financial analyses, and developed research-driven proposals designed to position clients for long-term and generational wealth creation.

I hold a BCom in Financial Management and a Postgraduate Diploma in Financial Planning, and I am an International CFP® professional. Throughout my career, I have earned multiple performance awards and recognition for leadership, technical strength, and excellence in financial planning.