Sanlam Financial Planner
Jacques Theron
Contact details
About 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.
My interests
- Scuba Diving
- Photography
- Mountain Biking
My qualifications & recent awards
Qualifications
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B.Comm. Hons. (Strategic Management)
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Postgraduate Diploma in Financial Planning
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B.Comm. (Accounting)
Awards
Sanlam Bronze Eagle
Awarded to advisers who have shown solid growth and professional progression. This level acknowledges consistent performance and dedication to delivering trusted, quality service.
10 LIMRA International Quality Awards
This annual award recognises professionals demonstrating high standards of quality, service, and professionalism in the insurance industry across the globe.
Other Awards
- Peregrine Falcon 2014 and 2015
PRODUCTS AND SERVICES
What we offer
Severe Illness Cover
Helps cover the unexpected costs of a dread disease, leaving you to focus on your health.
TOOLS & CALCULATORS
Explore resources to help you connect with a financial adviser.
CAMPAIGNS
Discover more
BLOGS
Latest insights from our blogs.
Insurance
How much life cover is enough?
Understand how income replacement, future needs and debt affect the right level of life cover to protect your loved ones and secure their financial future.
Retirement
Retirement planning: when the maths doesn’t math
Retirement planning isn’t just about numbers. Learn how timing, compound interest, savings rate and advice shape a realistic, confident retirement.
Insurance
Heart health risks for under-45s
Heart disease isn’t just an older adult’s concern. Younger South Africans face rising cardiovascular risks, worsened by stress, poor sleep, and mental health challenges. Protect your health and income with holistic Sanlam solutions.
Investments
Looking beyond borders: Why South African investors are going offshore for growth and security
Investing only in South Africa limits your growth. Offshore funds offer diversification, hedge against rand volatility, and access to global opportunities – now open to investors from all income levels.
Retirement
The Glacier Retirement Series on News24 is Live!
The Glacier Retirement Series on News24 is live! Get smart insights on saving, boosting and offshore investing to help you retire with confidence.
