Jacques Brown

Jacques Brown

Every achievement is the result of setting a clear tangible goal, careful planning and focused execution.

B.Com, CFP®
  • Bachelor of Commerce (Accounting and Business Management), University of South Africa
  • CERTIFIED FINANCIAL PLANNER® professional
  • Postgraduate Diploma In Financial Planning
  • National Certificate in Wealth Management

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.

 

 

My background is tax and accounting; venturing off into the hospitality industry while touring and culminating in drawing up of business plans and service standards for that industry; financial planning in the private bank and retirement space; and then finding my niche as wealth management advisory in the intricate family office solution. Being part of the Legacy Family Office team is an exciting extension of that experience. I work with people who share my values and take pride in the service they render to their clients.

When I’m not immersed in my work, I love to spend time outside with my own family. I am also very involved with youth sports administration and development programmes. I am a reformed adrenaline junkie who now takes cycling way too seriously, and occasionally can also be seen doing triathlons, skiing and hiking. When I manage to use the other side of my brain, I dabble in caricaturing and creative writing.