ADVISOR PROFILE
ADVISOR PROFILE
Advisor Profile
I have a deep passion for making the investment experience for clients as transparent as possible, but also allowing clients to understand as much as possible. I enjoy optimising financial and investment plans for clients a lot. A big focus for me is to always have an after-tax, risk reward mindset when tackling investment problems, which to me should be pure common sense.
Mobile
+27 72 865 2091
Email
jan@alphawealth.co.za
Linkedin
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Location
Cape Town, South Africa
Corporate
Treasury Management
Pre- & Post-
Retirement Planning
Traditional & Alternative
Investment Management
Estate &
Legacy Planning
Business
Assurance Planning
When needed, I connect my clients to various internal specialists within AlphaWealth as well as within external professional partners, locally and abroad, that I have worked with over many years. These areas include:
Tax
Legal, Fiduciary, and Estate Administration
Specialist Lending
Private Equity
Global Citizenship
I have been in the finance & investment industry since 2014, starting out as a paraplanner working with holistic needs of families, where I gained a passion to see financial plans work out for individuals. In 2016 I assumed the role and an Asset Manager Research Analyst at Glacier, and after missing the action on the asset allocating side, moved to Alpha in 2018 as a wealth manager.
If you’d like to set up an introductory meeting, please get in touch with us.
+27 11 707 1340
+27 11 706 9711
Alpha House,
Ballywoods Office Park,
33 Ballyclare Drive,
Bryanston
+27 21 683 1354
+27 21 683 1396
25 Protea Road, 2nd Floor,
The Terraces,
Claremont,
7708
+27 31 835 0400
+27 31 566 1310
Umhlanga Arch,
1 Ncondo Place,
Umhlanga Ridge,
4320
+230 404 8015
4th Floor, Ebene Skies,
Rue de l’Institut,
Ebene,
80817,
Mauritius