Our client commitment is based on integrity and professionalism. We have an unwavering commitment to integrity. We will always act in a manner that demonstrates exemplary professional conduct.
As we adhere to all the requirements of our professional industry body, the Financial Planning Institute of South Africa, we do investment and financial planning at the highest standard possible in South Africa.
We integrate the total spectrum of our client portfolios (investment, tax, insurance policies, wills, and trusts) according to our advice and management process. Our client's portfolios are structured 100% correctly, tailored for every individual.
Jaco is one of the top financial planners in South Africa. He has 26 years of industry experience. Being a Certified Financial Planner ® professional, he has a qualification and professional registration held by only 4% of South African advisors.
Jaco has a BA (Honours) Business and Management degree (First Class) from the Northumbria University in England, through the New Castle Business School, a Business School that has been ranked by Times Higher Education as the number one business school in the UK. Jaco obtained a Postgraduate Diploma in Financial Planning from the University of the Free State (completing his Financial Planning Case Study Board Exam cum laude). He was granted registration at the Financial Planning Institute (FPI) as a Certified Financial Planner® professional or CFP® professional.
Our investment book is part of the Top 20 largest books in South Africa at Momentum Financial Planning.
We partner with a bespoke team of investment specialists from Allan Gray, Coronation, and Momentum. We have Model Portfolios structured for every investment need, rewarding our clients with some of the best investment returns in South Africa.
We do not charge any upfront fees, as we believe in long-term planning with advice fees to be earned. Our investment process is cost-effective and transparent.
Jaco received numerous prestigious awards in different categories from various financial institutions. These range from quality production awards such as the Momentum Platinum Awards (the highest accolade that Momentum allocates) to excellence in service awards, including the Nedbank Directors Award. He has been ranked as the number 1 producer out of 12 000 financial planners over six months for production in life insurance
He assisted clients with over R1 000 000 000 of life cover at Momentum in less than three years, accompanied by specialist estate, will, and trust planning. He was recently ranked as the Planner with the largest insurance risk cover on clients lives in the Momentum MFP Cape Region and is amongst the largest in MFP, South Africa.
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Corner of Courtenay & Kerk Street,
Church Corner, 3rd Floor,
Jaco Ekkerd CFP®, Bodorp,
George, 6529