Jason has over twelve years of experience as a wealth manager and is focused on helping clients get into a position where they are financially independent, as well as building intergenerational wealth for his clients’ families through prudent wealth planning.
He grew up in Hilton, Pietermaritzburg, and then moved to Cape Town to study. After graduating with a degree in Business Science Marketing (Hons) from the University of Cape Town, he then completed a Postgraduate Diploma in Financial Planning Law and qualified as a Certified Financial Planner® in 2015.
Jason continues to be a member of the Financial Planning Institute and has since completed a Higher Diploma in Taxation through the University of South Africa.
Jason has experience in investment planning, including unit trust, endowment, tax-free, retirement annuity, pension & provident preservation investments, and post-retirement income solutions; estate planning including wills, succession, and estate liquidity; risk planning including personal temporary & permanent disability, life & critical illness cover; and business assurance including buy & sell, key person and contingent liability cover; and lastly, tax planning.
Using this knowledge, he builds a robust plan for his clients to both grow and protect their wealth. He operates on the pillars of independence, professionalism, integrity and transparency.
