Jason has over eleven 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 trans-generational 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.