Jacques Theron CFP® - Sanlam Financial Planner | 2One2 BlueStar | Randburg
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Jacques Theron CFP®

Sanlam Financial Planner

Bio

Get to know me

Certified Financial Planner® specialising in providing financial services to Professionals and Business Owners. I aspire to be the best at building enduring relationships with my clients. I create sustainable value by attracting new clients, supporting ongoing client engagement and providing adaptive solutions designed to answer life's financial questions. Ultimately I aim to grow and protect wealth.

Services

How I help my clients

  • Insurance
  • Retirement
  • Investments
    • Financial Planning
    • Business Insurance
    • Sanlam Reality
    • Fiduciary Services
    • Medical Cover
    • Gap Cover

Qualifications & Awards

Qualifications

  • B.Comm. Hons. (Strategic Management)
  • Postgraduate Diploma in Financial Planning
  • B.Comm. (Accounting)
  • Awards

  • Eagle Status: Bronze
  • International Quality Awards: 8
  • Peregrine Falcon 2014 and 2015

Interests

Things I like to do

  • Scuba Diving
  • Photography
  • Mountain Biking