Step 1 – Make sure we are trustworthy


Jacques E Otto – CFP
B Com Hons (Fin) Management
Post Graduate Diploma in Financial Planning
Member of the Financial Planning Institute (FPI), RE 1, 3, 5



12 Years experience in the Financial Industry
Experience at:
       RMB, Equity Trust, Sirius Capital, Momentum, Alexander Forbes
Experience in:
       Alexander Forbes, Allan Gray, Cadiz, Coronation, Discovery, Foord,
Investec, Investment Solutions, Liberty, Momentum, Nedgroup, Old Mutual, PPS, Sanlam

Financial Services Board (FSB):

Authorised Financial Service Provider, FSP No: 44562
Indemnity cover in place
Only use FSB approved funds and companies