Jason believes that financial planning is more than just numbers and returns. He sees his career as an opportunity to enlighten people on how effective financial planning, founded upon one’s dreams and goals, can be the key to financial freedom.
His long term relationships have been achieved by his life principles of transparency, open communication, honesty and integrity.
He gives his clients the objective advice and experience he would want to receive.
After graduating from the University of Johannesburg in 2011 with a BCom degree in Finance, Jason worked as a Financial Administrator for an industrial powder coating company. He then started his career in financial planning with Sanlam in 2011 and completed his Honours degree whilst working as a Financial Planner.
Jason is a creative person and enjoys finding solutions to problems. He loves writing his own music and playing the guitar. He likes to read and spend time with my family and friends.