Jason 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: | 0115022800 |
| ADDRESS: | 2 North Road, Dunkeld West, Randburg, Johannesburg, South Africa |
| WEBSITE: | https://charteredwealth.co.za/ VISIT WEBSITE |
Jason is a CERTIFIED FINANCIAL PLANNER® who believes financial planning goes beyond just numbers. For him, it’s about creating a Holistic Financial Plan that merges a solid Financial Plan with a considered Life Plan, reflecting his clients’ dreams and goals to achieve financial freedom. Jason values transparency, open communication, honesty and integrity; and forms lasting relationships with his clients and peers. With experience and expertise, he provides objective advice to his clients, ensuring they receive the best possible financial guidance.
Chartered Wealth Solutions is an independent, privately owned company with more than 20 years of experience in financial planning.
Unlike many, our Financial Planning Specialists are salaried, prioritising clients’ needs and goals above all else. Free from external incentives, they offer unbiased advice and craft personalised plans.
Nationally accessible, our team of CFP® professionals are strategically located in Johannesburg, Cape Town, Durban, and Gqeberha to serve clients across South Africa.
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