Jade has over 5 years of experience in the financial services industry and approaches financial planning in a very holistic way – from risk planning (wealth protection) to investment solutions (wealth creation). Jade treats every client individually and tailors their portfolio to suit their unique needs.
Jade has extensive knowledge in the South African market, being able to assist her clients to manage their local affairs, as well as to advise her clients on taking their money offshore to safe jurisdictions. This includes investment properties and unique investment solutions. Jade’s hobbies include cooking, outdoor activities and everything that Cape Town has to offer, including a good wine farm or two! Jade has a very big family with whom she loves spending time with.
Favourite quote: “Whether you think you can or you think you can’t- you’re right” Henry Ford
- RE 5
- BCOM degree
- CISI Level 3 International Certificate in Wealth and Investment Management
- Currently working toward CISI level 4
- Cordon Bleu Diploma (Silwood)