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Contact information

 
 
011 895 8000
 
Illovo Point, Office No. 1101, 68 Melville Road, Illovo, Sandton
 
https://www.nfb.co.za

About

I am a private wealth manager at NFB Private Wealth Management and provide financial planning services and advice to individuals and trusts.

After earning a BComm (Hons) degree from Rhodes University, I started my career in private banking, although my interest lay in financial planning, where I could serve in a client-centric role. An opportunity arose for me to join NFB Private Wealth Management, and since joining, I have obtained a Postgraduate Diploma in Financial Planning.

I believe that financial planning and wealth management are not exclusively about money; instead, they are about understanding a client’s unique requirements to make informed decisions that will positively impact their life.

I am an avid reader and sports enthusiast. I am enamoured about South Africa and enjoy spending time on the beach where I can explore our country’s beautiful coastline.

Company info

NFB Private Wealth Management is a part of the AltX listed NVest Financial Holdings (NVE) group of companies, managing in excess of R30 billion with a 33-year track record in providing clients with independent financial advice and a broad suite of other financial services. These include investment portfolio optimisation, retirement, tax and estate planning, risk management, business assurance and asset management services. Clients include HNWIs; family offices; corporates; trusts as well as untaxed institutions.

NFB prides itself on providing a long term personalised and holistic wealth management service, whilst ensuring our clients benefit from cost efficiencies and bespoke product range achieved through scale and strategic institutional partnerships. The company has an expanding regional presence currently in Johannesburg, East London, Port Elizabeth and Cape Town.

Jonathan on Moneyweb

I have offshore funds in a foreign bank. How can I invest these offshore?

31 Mar 2022
Three advisors answer this reader's question. ...

I got R1m from the RAF. How best to invest this money?

2 Mar 2022
Consider investing the proceeds into an investment vehicle geared towards capital growth and the provision of a passive income stream (if necessary). ...

Jonathan's views

Time, value of money, budgeting, and priorities

9 Feb 2022
Small changes to your budget and approach to long-term investing can significantly improve the circumstances under which you retire. ...

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