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Jaco Joubert, PSG Wealth Sandton

FSP no: 728

Summary

Jaco is a professional accountant, a certified financial planner and a fiduciary specialist. He started his career in 1994 and has won two awards as financial planner of the year with Liberty and one with PSG Wealth. He obtained his CFP after completing his Post Graduate Diploma in Financial Planning with distinction and was awarded Top student In Personal Financial Planning in 2003. He was also awarded with the Golden Key International Honour Society’s Outstanding Scholastic Achievement and Excellence.

He writes for Personal Finance and presents economic market reports on RSG. The focus of his practice is very simple – We help people to have Peace of Mind with their financial planning and investments through appropriate advice and excellent service.

Region:

Contact details:

Contact Number: 011 282 2360 / 082 455 4933
 
Address: Building 5, Grayston Office Park, 128 Peter Road, Sandown, Sandton, 2196
 
Website: http://www.psg.co.za/sandton

Company Info

PSG Wealth is a leading independent financial services group, with an extensive national footprint and both a Namibian and Mauritian presence. In operation since 1998, we offer a value-orientated approach to our clients’ financial needs, from asset and wealth management to insurance.

PSG Wealth offers a comprehensive wealth management service designed to meet your needs as an individual, family or business.Through our online trading and investment platform, you can trade directly in shares and other securities, or invest in unit trusts. We also offer a comprehensive estate planning and fiduciary service, including local and offshore trusts and the administration of deceased estates. For businesses, we offer a full suite of employee benefits and bespoke multi-managed investment solutions.

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