Jaco Hartman, CFP®
Wealth Manager
BCom Financial Planning & Business Management (Cum Laude), PGDip Financial Planning, CFP®
As a Certified Financial Planner® with over a decade of experience, I’m passionate about partnering with clients to empower confident, well-informed financial decisions that align with what truly matters to them.
What I love most about my job
I love building long-term relationships and being there for clients through life’s major milestones and its challenges. By taking the time to truly understand what matters most to each individual, I offer clear, personalised guidance that empowers informed decision-making. I value independence and the ability to create bespoke financial solutions tailored to each client’s unique circumstances, helping them approach their financial future with clarity, confidence, and a sense of ownership.
Specialist areas of expertise, both locally & offshore
Holistic Financial Planning
Pre-and Post-Retirement Planning
Traditional and Alternative Investments
Estate and Legacy Planning
Portfolio Construction, Asset Allocation & Risk
Meet with us
If you’d like to set up an introductory meeting, please get in touch with us.