Valufin is an independent foreign exchange risk management provider, dedicated to helping businesses optimise their forex strategies and protect profits. Many companies don’t realise how much they lose due to inefficient forex management. We are here to change that.
Our 100% advisory-focused model ensures that our services are client-centric, unbiased, and free from transactional profits—empowering you to make well-informed, cost-effective decisions on your cross-border transactions.
Strategic forex risk management to align your business goals with currency market opportunities.
Outsourced treasury solutions that provide corporate-level expertise to SMEs at a cost-effective scale.
Comprehensive assessments of your forex activities to ensure efficiency and risk mitigation.
Expert guidance on regulatory compliance to ensure smooth and legal cross-border currency transactions.
Unlike banks, which often prioritise their own profits, Valufin provides a fully independent forex treasury service that focuses solely on your business’s needs.
We act as an extension of your team, offering comprehensive, unbiased solutions to optimise your forex management. With our complete offsite function, you get the benefit of expert guidance and a holistic approach—without any bank-driven agendas.
When efficiently managing forex treasury, our clients achieve an increase in net profit by 2%- 5%, on average, of their annual forex turnover, boosting profitability and competitiveness.
Handling complex forex strategies for companies of all sizes and sectors.
We provide forex advisory services across diverse international markets.
Our team combines expertise in forex, governance, and treasury management.
Our business model is purely advisory, with no hidden profit from transactions. Unlike banks or brokers, we’re on your side, ensuring our advice is always in your best interest.
We provide real-time access to forex transactions through our Forex Risk Manager (FRM) portal and detailed reporting for complete clarity over all forex activities, allowing you to understand your exact costs and profit returns.
We don’t believe in one-size-fits-all solutions. Whether you’re a small business or a multinational corporation, we provide tailored forex strategies that meet your specific challenges and goals.
We empower your team with continuous education and training. From understanding risk appetite to implementing appropriate policies, we ensure your business is equipped with the knowledge needed to manage forex effectively.
We offer flexible service agreements without locking you into long-term contracts or profit-sharing arrangements. Our retainer model is designed to provide value without the burden of ongoing commitments.
Our tailored forex strategies have helped our clients minimise their forex risk and achieve an increase in net profit by 2% to 5%, on average, of their annual forex turnover, boosting their profitability and competitiveness.
We secure the most favourable rates, ensuring cost savings and boosting profit margins.
We monitor market trends to help you time your transactions for the best possible rates.
Our risk management strategies protect your business from currency volatility through proven hedging techniques.
We streamline your forex processes, reducing costs and improving efficiency in your currency transactions.
Sharon, an entrepreneur since her twenties, has over 40 years of experience in forex risk management. As the first female Chief Dealer in South Africa, she pioneered innovative forex solutions, founding Valufin in 2009 to provide tailored treasury services globally. Sharon and her international team deliver expert forex strategies, empowering businesses to navigate complex markets with confidence and optimise financial outcomes.
CEO
David, a Chartered Management Accountant with over 28 years of experience at J.P. Morgan, brings deep expertise in financial services and corporate governance to Valufin. As a former CEO and board member of multiple organisations, David has managed global operations and overseen the asset safekeeping and foreign exchange requirements of investors across more than 100 countries. His strategic leadership ensures strong governance and financial oversight for Valufin's specialised forex services.
Director
With nearly 30 years of experience in financial services, Shireen specialises in managing forex risk portfolios for businesses of all sizes. Holding a degree in Risk Management and industry certifications, Shireen builds strong client relationships, ensuring their best interests are always prioritised. Her expertise and composure under pressure enable her to deliver tailored, effective solutions in dynamic and volatile forex markets.
Currency Risk Manager
With over 40 years of experience in the financial markets, Jenny brings a wealth of expertise to Valufin. Having worked in both the front and back offices of major banks' Forex Treasury Departments, she deeply understands the complexities of managing the entire Forex service delivery chain. Her dedication to delivering efficient and effective customer solutions aligns seamlessly with Valufin's commitment to excellence.
Operations Manager
Abigail Vincent brings precision and thoroughness to her role as Valufin's Foreign Exchange Administrator. Based in Canada, she plays a pivotal role in auditing and controlling forex processes, ensuring all instructions are executed accurately and nothing is overlooked. Her overnight work ensures the team is fully prepared each morning, enabling seamless operations and proactive management of client forex activities across global markets.
Foreign Exchange Administrator
Siza, brings extensive experience in managing back-office treasury functions, having worked on both the service delivery and customer sides of the market. His deep understanding of client needs and operational efficiency ensures that Valufin delivers exceptional service. Siza’s expertise in streamlining treasury processes makes him an invaluable member of the team, dedicated to supporting clients with precision and reliability.
Treasury Operations Specialist