Jonathan is a CFP® professional. Certified Financial Planner® certification is the only globally recognized mark of professionalism for financial planning.
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| CONTACT NUMBER: | 087 353 6992 / 087 163 3272 |
| ADDRESS: | Workshop 17 Newlands Cricket Ground 146 Campground Road Newlands Cape Town 7780 |
| WEBSITE: | https://www.galileocapital.co.za VISIT WEBSITE |
Jonathan holds a BCom in Financial Management (UNISA) and a Post-Graduate Diploma in Financial Planning (UFS). He is a Certified Financial Planner® professional and a member of the Financial Planning Institute of Southern Africa (FPI). He has also completed the regulatory examinations for both Representatives and Key Individuals.
Jonathan is an experienced independent financial planner specializing in comprehensive financial planning for individuals and families. His expertise lies in partnering with his clients to craft personalized strategies, cash flow modeling, retirement and investment planning, estate planning, and long-term insurance. He has a special interest in retirement income drawdown planning and intergenerational wealth transfer, aiming to secure family legacies for generations to come. He has been advising private clients since 2010.
Jonathan works with professionals, successful entrepreneurs, and retirees who recognize the importance of partnering with a proactive, established, and respected financial planning practice. His mission is to equip his clients with the tools they need to reach their objectives while prioritizing their careers, businesses, families, and leisure interests.
He offers a range of engagement options, including paid hourly consultations, set fees for planning work, and ongoing planning, advice, and service on retainer. This ensures that clients receive the level of support that best fits their needs and preferences.
Investment decisions can be complex. We provide a clear roadmap to help you reach your goals, guiding you every step of the way toward peace of mind. At Galileo Financial Planning, we are proud to be an established and respected name in the South African financial services sector. Our brilliant co-founders, Warren Ingram and Theo Voster, shaped the company into what it is today.
Our award-winning team of wealth management and financial planning experts is dedicated to providing customized, practical advice. We believe in getting to know you individually so that our guidance aligns with your unique values and goals. Our warm, sensible approach encourages clients to grow and use their wealth wisely, ensuring a fulfilling and secure financial future.
Partner with us to feel empowered and reassured about your money and its prospects.
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