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Contact information

Contact Number: 0723210524 / 0312669959
 
Address: Suite 7, Heritage Park, 51 Norlfolk Terrace, Westville, 3630
 
Website: http://www.api.za.com

About

Jesse Morgans is a financial advisor, managing and providing financial services to a portfolio of clients around the country. His qualifications include a Bachelor’s Degree in Psychology, as well as an Advanced Certificate in Financial Planning NQF 6. He is currently pursuing a Master’s Degree in Business Administration through Heriot-Watt University.

Jesse has a keen interest in ‘behavioural finance’, and regularly expands his knowledge on how best to coach his clients throughout the market cycles. He takes pride in being attentive to the need of his clients and holds himself to a high standard of professionalism.

Jesse forms part of a team of three individuals. Their approach allows for flexible yet professional interactions with their clients. The team is headed by Peter Morgans, a qualified Chartered Financial Planner with over 25 years of experience in the industry.

He hopes to play a meaningful leadership role in API over the years to come.

Company Info

Asset Protection International is a specialist independent financial services company offering a range of investment management and financial planning services to international and Southern African investors. Offshore specialisation has always been and remains a core competency. Asset Protection International emphasises not only wealth creation, but equally, protection of the accumulated assets of our clients. This emphasis on protection through the use of trusts often plays an important role in the financial planning of investors, enabling them to participate with confidence in investment opportunities within a secure legal framework.

API Facts

– API was founded in the year 2000.
– We have several offices around the country and in Lusaka with our head office in Westville.
– We have over R3 Billion in assets under management.
– We work with over 80 institutions around the world.
– Our services include wealth management, specialising in investments both local and offshore as well as Employee benefit schemes and other services.
– Being an independent FSP, our interest is that of our client. We tailor our services to give you the best possible outcome.
– We are audited by PricewaterhouseCoopers.
– We carry Professional indemnity insurance.
– Each year we continue to grow in strength with over 25 advisors.

Jesse ON MONEYWEB  

Does the low Brent crude price make oil stocks a buy?

13 May 2020    43
And how do you go about obtaining oil shares? ...

Is putting my pension in a money maximiser account best?

2 April 2020    138
Holding your pension fund in cash for an indefinite period could lead to longevity risk in your investment capital. ...

Should I keep my life savings in my bond?

4 February 2020    434
The question of paying off debt or contributing to retirement savings is something many South Africans wonder about. ...

Can I get tax benefits from contributing to my kids’ RAs?

19 September 2019    8    64
Considerations when contributing toward retirement annuities and other long-term investments for your children. ...

How can I reduce the costs of my living annuities?

27 March 2019    66
I have three living annuities and their performance has been dismal due to the state of the economy. ...

How do I start a share portfolio?

6 February 2019    74
What is a good balanced portfolio to start with for someone in their 20s? ...

How can I invest for good returns, but with low risk?

30 May 2018    141
Are unit trusts or fixed deposit accounts the better option? ...

Can I retire from just one RA?

22 January 2018    13    110
Reporting on this RA is poor and I would like to retire early and turn it into a living annuity, or preserve it. ...

Estate planning: Should I transfer my farm to company or trust?

26 September 2017    139
I'd like to transfer my farm into a vehicle to preserve it for my children. I'm told trusts are tax unfriendly. ...

Do I invest in a guaranteed investment plan or annuity?

29 June 2017    39
Please advise on an investment vehicle for a R1.5m lump sum. I’ll need to supplement my monthly pension from NJMPF. ...

Investing for escalating education expenses

4 May 2017    7    59
What is the best investment strategy to save for our children’s future education expenses (nursery to high school) from birth and, if you’re starting to invest late, for those already in school? ...
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Jesse's VIEWS  

How is the coronavirus affecting my investments?

11 March 2020    109
And should you be worried? ...

Are higher long-term returns worth the volatility?

27 January 2020    17
The financial rewards for being comfortable as an investor are the same as the physical rewards for sitting on the couch. ...

Was cash king in 2019?

21 January 2020    26
Staying the course is vital. ...

Are income funds risk free?

28 October 2019    14
There are several risks a management team must consider when constructing a portfolio of income-yielding instruments. ...

‘My husband managed our finances’

9 April 2018    9
Very few women feel 'very prepared' to make wise financial decisions - Prudential study. ...

Is a QROPS still a viable choice for your UK pension?

27 November 2017    6
The benefits to using a regulated/registered pension structure. ...

Don’t be emotional about the markets

26 June 2017    17
The need to maximise pleasure and minimise pain is the main cause of investors not achieving the returns available from markets. ...
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