HOLISTIC FINANCIAL PLANNING

A Comprehensive Approach

Holistic Financial Planning is more than just managing your finances. It's a comprehensive approach that considers all aspects of your financial life, from short-term goals to long-term dreams. By taking a holistic view, we can create a personalized plan that aligns with your unique circumstances and aspirations.

Benefits of Holistic Financial Planning:

• Clarity and Focus: A comprehensive financial plan provides clarity and focus, helping you stay on track towards your goals.
• Reduced Stress: Knowing that your finances are well-managed can reduce financial stress and anxiety.
• Improved Decision-Making: A holistic approach enables you to make informed financial decisions that align with your long-term objectives.
• Increased Financial Security: By considering all aspects of your financial life, we can help you build a strong foundation for your financial future.

Holistic Financial Planning is about more than just numbers; it's about achieving your financial dreams. By working together, we can create a personalised plan that empowers you to take control of your financial future.

Let us take this journey together.

Jacques Theron CFP®️

Managing Director
Executive Financial Adviser

OUR PROCESS

explore | create | choose | review & enhance

EXPLORING YOU

Most financial plans begin and end with the products. Your plan needs to begin and end with you.

CREATE CHOICES

Having asked the right questions about your life, we will research and create the financial choices that you can choose to best suit you.

CHOOSE

With a clear understanding of who you are, and what you want, you can make powerful and informed choices.

REVIEW AND ENHANCE

Your life will keep changing, and you should be able to change your choices too. We can review your plan and enhance it when needed by exploring, creating and choosing.

ALWAYS IN THE KNOW

Empowering you to create
the choices you need to make.

RECOMMENDED BY

hear it from our clients

I went on pension in 2018 and Jacques helped me since 2016 on the journey to ensure that I made the right choices and decisions to enable the best possible financial life for me with the recourses I had available at the time.

Jacques frequently looks at the portfolios of his clients and advises on changes to their benefit. He also understands the risk and responsibility he carries on behalf of the client. Past performance persuade me to trust him for future recommendations.

Jacques make it his business to manage portfolios according to the market conditions and the risk profiles of his clients. Jacques, is very professional, and surrounds himself with the expertise to assist in decision making to the benefit of his clients.

To me Jacques has become more than just a financial advisor, but a trusted partner of the family.

Chapl. Peet van der Merwe

I have worked with Jacques both in a professional and personal capacity. Jacques was assigned the Financial planning portfolio for our large business banking clients. He assisted our clients with all their financial planning needs, and beyond.

Further to the above, having witnessed his professionalism, and business acumen, I assigned Jacques to my personal portfolio, and he has been my financial adviser for almost 10 years now.

Jacques has continued to study throughout the years that I have known him, ensuring he keeps himself relevant and learned in order to always offer the best service.

Stella Parker

It gives me great pleasure to testify to the character and professionalism of Jacques Theron. I have known and worked with Jacques for over 20 years and have watched him grow and mature as a person and in his career.

As Jacques progressed in his career and qualified as financial planner, it was without hesitation that I placed my business in his hands. Jacques’ integrity is beyond reproach and I rely on him completely when it comes to my financial affairs.

I wish Jaques all the very best in his new career at Fairbairn.

Susan Lofthouse

I would like to express my thanks for the work you have done for Sarah and me over the past 12 years. The expertise and attention to detail with which you have handled our financial affairs could not be faulted. Particularly reassuring to us is our feeling of certainty in the absolute integrity of your dealings with us. Your continual advice on financial planning issues has saved us significant amounts of money. We appreciate the fact that you are available to take our calls and guide us in the right direction regarding our financial futures.

May you prosper, along with your clients.

Craig & Sarah Pattison

I have been a client to Jacques Theron since 2016 and would highly recommend his services. He have assisted me with my complex financial structures and I have been more than happy with the results. I have recommended a number of my friends to Jacques .I will definitely continue to rave about Mr Theron only because he listen and also he does resolve my request quickly considering the urgency of the request.

Big up and keep up the good work.

Siphiwe Sicwebu

Financial Advice that is tailored
to you and your unique needs.

CONTACT

To arrange a consultation please send an email or Whatsapp.

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