Juan Fourie

Senior Wealth Manager
Juan Fourie, Senior Wealth Manager

About Juan

Juan Fourie started as a Financial Adviser in Johannesburg in 2016 and has been advising ever since. As a qualified Adviser holding the Industry Regulation Certificate and in the process of furthering his experience and qualification specific to the financial industry as a CISI Level 4 advisor.

Juan has excelled in the Personal Finance Society, focusing on the Onshore market but with a passion for creating wealth for his clients locally as well as offshore he progressed to the global arena, starting at an offshore advisory in 2020, specializing in the offshore market - in particular, helping Expats with all aspects of their Financial Planning and Wealth Management. He is extremely excited to continue helping and educating clients at Holborn and creating their global wealth.

Qualifications

  • RE5
  • CISI Level 4 in progress

Juan Fourie, Senior Wealth Manager

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    Why choose Holborn?

    Our aim is to help individuals and businesses achieve their financial goals with a straightforward approach.

    Tell us about your current situation, what your financial goals are, and when you would like to reach them. Based on your goals, we develop a practical plan designed specifically for you.

    We will discuss the bespoke plan with you and agree on the course of action you want to take. While the final decisions are yours, our qualified financial experts are here to help & provide guidance for you both now and in the future.

    All our advisers come from the UK and similar jurisdictions where regulations are tight. Having a regulatory-driven background means that our advisers approach financial planning in a holistic, compliant manner.

    We are not sales driven. We have unmatched relationships with the best product providers. This means we can offer superior investment and protection solutions for the increasingly sophisticated expatriate community we serve.

    We would like to personally welcome you and your friends to become satisfied clients of Holborn Assets. If, at any time, you feel we fall short in the advice and service we offer, then please contact our friendly client services team.