- Bachelor of Commerce (Accounting and Business Management) (BComm), University of South Africa
- CERTIFIED FINANCIAL PLANNER® (CFP), Financial Planning Standards Council
- Postgraduate Diploma In Financial Planning
- National Certificate in Wealth Management
My LinkedIn profile: https://www.linkedin.com/in/jacques-brown-329b3a119/
The most rewarding thing for me is to make a positive difference in someone’s life. To work with an entire family and their business to ensure their legacy lasts for generations, is what gets me out of bed in the morning.
Family dynamics need to be understood and individual ambitions need to be respected with impartiality. I gladly accept the responsibility of being a guide to different generations. Trust is indeed earned and I take pride in the trusted relationships I have managed to build up over the years.
I have a natural curiosity and a quest for knowledge, combined with extensive experience gained from both successes and mistakes, and a lifetime of learning. I believe that it is important to be a good listener with an ability to impart that knowledge into a tailored holistic solution for specific goals and needs. Taking ownership of the client relationship and ensuring their financial well-being is paramount.