Jaco Fouche - Sanlam Financial Planner | Jenwil BlueStar | Bloemfontein
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Jaco Fouche CFP®

Sanlam Financial Planner

Bio

Get to know me

Futuristic | Relator | Learner | Analytical | Deliberative. I'm dedicated to envisioning a brighter financial future for my clients, focusing on their long-term goals, be it investments or retirement. Building strong client relationships is a priority, recognizing the unique financial needs of each individual or family. I hold prestigious designations like CA(SA), CFP, and CPRC, demonstrating my commitment to staying updated with financial knowledge, ensuring that I provide the best advice, informed by the latest strategies. I thoroughly analyze financial data, evaluate risks, and develop strategies, ensuring that financial plans are based on solid research and reasoning. Every decision I make is carefully considered, weighing potential outcomes. I've delved into behavioral finance, aligning with Warren Buffet's wisdom that avoiding poor decisions is often more crucial than making brilliant ones. My promise is straightforward: I'll treat your finances as if they were my own parents'.

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. (Accounting)
  • Chartered Accountant (SA)
  • B.Comm. (Accounting)
    • PhD in Accountancy
    • M.Comm. (Accounting)

    Awards

  • Eagle Status: Bronze

Interests

Things I like to do

  • Spending time with my family and friends
  • Squash
  • Community engagement