Jason Appel

Jason believes that financial planning is more than just numbers reflecting risks and returns. He sees his career as an opportunity to enlighten people on how a RetiremeantTM Plan, comprising a solid Financial Plan, merged with a considered Life Plan, reflecting clients’ dreams and goals, can be the key to financial freedom.

Jason forms lasting relationships with his clients and peers who have a deep appreciation for his life principles. He values transparency, open communication, honesty and integrity and applies these values to give his clients objective advice, based on his experience and expertise.

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 started his career in financial planning with Sanlam in 2011 and completed his Honours degree whilst working as a Financial Planner and is a CERTIFIED FINANCIAL PLANNER® professional.

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 spending time with his family and friends.

Johannesburg Office
Tel: +27 11 502 2800
Eastern Cape Office
Tel: +27 41 001 1026
Western Cape Office
Tel: +27 21 001 0048
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(FSP no. 13909)

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