Jaco 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: | 071 417 0716 / 012 452 7060 |
| ADDRESS: | Park Lane west 5th floor, Cnr Bancor Ave & Amarand Ave, Menlyn Main, Pretoria, 0053 |
| WEBSITE: | https://www.alexforbes.com VISIT WEBSITE |
Jaco Prinsloo is as Senior Financial Planning Consultant at Alexforbes with over 15 years of experience in the financial services industry. He began his career at ABSA in 2009 before joining Alexforbes in 2012 as a Business Development Manager. Now based in Pretoria, Jaco offers tailored financial planning and investment advice to over 30 high-net-worth clients and provides fund consulting to leading multinationals in South Africa.
Jaco’s expertise centres on pre- and post-retirement investment strategies, discretionary investments and understanding the tax and estate implications of investment products. He is passionate about delivering holistic financial advice, simplifying complex financial concepts for his clients and empowering them to make informed decisions. His mission is to prevent misunderstandings by providing clear, easy-to-understand financial information. Jaco aims to shift from simply offering advice and products to delivering valuable advice that aligns with his client’s unique needs.
Throughout his career, Jaco has developed a strong ability to analyse clients’ financial situations, offer tailored recommendations and maintain long-term client relationships. He is fluent in English and Afrikaans and is known for his excellent communication and presentation skills. His educational qualifications include a BCom Finance degree, a postgraduate diploma in Financial Planning and a Certified Financial Planner® designation.
Jaco’s achievements include being named the Top Financial Planning Consultant in the Gauteng North Region for 2019, 2022 and 2023. He has represented Alexforbes in over 50 radio and five television appearances, developed review templates for investment reviews, and led the Alexforbes Robo-adviser project. Jaco has also been a presenter and panellist at the Alexforbes Retirement Roadshow, where he shared his insights on retirement planning.
Jaco Prinsloo is a dedicated financial planning consultant who is strongly commitment to providing clear, effective advice and empowering clients to achieve their financial goals.
Alexforbes is committed to positively impacting lives by reducing financial stress, improving retirement outcomes and creating a positive societal impact. A leading financial services company in South Africa, Alexforbes was established in 1935 and is renowned for its deep expertise in retirement, healthcare and investment. The company provides independent advice and integrated solutions to individuals, employers and retirement funds across Africa, building a trusted brand synonymous with insight, advice and impact.
Listed on the Johannesburg Stock Exchange since 2014, Alexforbes has continuously adapted to meet its clients’ evolving needs. The company aims to be the most impactful provider of financial advice, extending its leadership in administration, retirement, healthcare and multi-management services. A key part of this vision is growing its investment consulting footprint with a focus on environmental, social and governance (ESG) considerations and impact investing.
In 2022, Alexforbes rebranded, simplifying its name from Alexander Forbes to Alexforbes. This rebranding reflects a strategic shift towards a more inclusive and accessible market position, aiming to better connect with individual clients and enhance digital engagement.
At the core of Alexforbes’ mission is its customer value proposition: to pioneer insight, deliver high-quality advice and provide tailored solutions that empower clients to make informed decisions. Ultimately, helping clients achieve a secure and confident financial future is at the core of what we do.
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