Jon-Pierre has a degree in Finance and Economics from the University of Auckland, New Zealand and has an International Certificate in Wealth and Investment Management from the Chartered Institute for Securities & Investment.
While ensuring clients receive honest, fair and transparent financial planning, Jon-Pierre enjoys and takes pride in advising clients globally. He strives to make positive changes while tackling financial shortfalls by matching client needs and wants with tailored investment packages – all with an effective emphasis on tax-efficiency.
Jon-Pierre’s areas of expertise cover retirement planning, pension transfers, family financial planning including education savings, individual and joint income, life protection, trusts, offshore banking, international savings and reviewing of existing portfolios.
- Furthermore, Jon-Pierre is dedicated to developing his skills through continued professional development and training. Jon-Pierre is therefore trusted by many and his advice comes highly recommended.
Skills and expertise
- Bachelor of Commerce, majoring in Finance and Economics, University of Auckland, New Zealand
- International Certificate in Wealth and Investment Management, CISI
- MII PCEIA General Insurance AB PCAB, The Malaysian Insurance Institute
- Fundamentals of Financial Services, CISI
Though New Zealand born, Jon-Pierre grew up competing in club rugby league in Australia and was the top score earner across his category in that year, receiving the player of the year award. In the off-season during summer, he competed in club cricket at which he also excelled. Later in New Zealand, Jon-Pierre joined various other teams such as softball and tennis where he became number one player in the club. Nowadays he enjoys badminton, hiking, indoor futsal, travelling and charity events.
- His highlights are completing the 4 day Inca trail to Machu Picchu in South America (it was his childhood dream to see it with his own eyes); also completing the treacherous Tongariro crossing in New Zealand.
- Jon-Pierre’s favourite quote is:
Change is the law of life. And those who look only to the past or present are certain to miss the future.
- – John F. Kennedy
I am extremely satisfied with Jon-Pierre’s professional outlook and work ethic and I am more than grateful that I have him as my personal Financial Advisor. I was unhappy with my previous Financial Advisor with his lack of service given and the high fees he was charging. Luckily for me, I took a call from Jon-Pierre where he diligently asked questions that helped me realise that I wasn’t getting the best service and return on my portfolio that I should be getting. He was patient with me and was more than helpful in reviewing my existing portfolio in which he restructured it with much lower fees and greater returns where it meant more money in my pocket. I am very happy with him that I have already recommended him to my other colleagues and friends where they have also benefited from his expertise.
– Dr. Lee Tan, Doctor at Penang Hospital, Malaysia
I have worked with Jon-Pierre for the past year and I am really impressed with his attention to detail and knowledge. He’s helped me with various aspects of financial planning and has always been very professional – on top of being a really nice guy! I’d have no hesitation in recommending him to anyone needing financial advice.
– Nathan Elsdon
Jon-Pierre helped me with my pension which was a mess as I’d moved to different countries and had lost vital paperwork. He was really patient and very knowledgeable and guided me through the available options to help track down money that I thought I’d lost. Now I have all of my pension money in one place and he monitors it for me regularly. Meeting Jon-Pierre was the best thing that could have happened to me and I’m really grateful for his patience and knowledge of what was a complicated situation. I would recommend him and Holborn to anyone.
– Sonia Bishop