onty is a financial planning specialist with a passion for helping clients grow their wealth. With years of experience in financial planning, he provides professional advice tailored to individual goals. Whether you are navigating retirement planning, investment planning or estate planning, Jonty assists in simplifying the investment process and optimizing strategies for clients to help make informed and confident financial decisions.
Jonty is a Chartered Accountant CA(SA) and a member of the South African Insitute of Chartered Accountants (SAICA). He is also a Chartered Financial Analyst (CFA®) with the CFA Institute as well as a Certified Financial Planner (CFP®) registered with the Financial Planning Institute of Southern Africa (FPI). He holds a Bachelor of Commerce and Postgraduate Diploma in Accounting both from the University of Cape Town as well as a Postgraduate Diploma in Financial Planning from the University of the Free state where he passed with distinction.
