Strengths

• Analytical
• Futuristic
• Restorative
• Deliberative
• Strategic

Jacques Vorster, CFP®

FINANCIAL PLANNER

Jacques has been in the financial planning industry for more than 9 years.

He holds the CFP® designation, a BCom degree, a Post Graduate Diploma in Financial Planning, and an Advanced Post Graduate Diploma in Asset Types and Estate Planning.

Jacques started his career in the financial planning industry as a business consultant for one of the major life insurance companies, while completing his post graduate qualifications. As business consultant his main duties were to share technical knowledge on investments and risk products, as well putting together professional proposals.

In 2017 Jacques decided to become a financial planner himself for one of the major banks and soon after received his Certified Financial Planner designation. Since then, he has been assisting individuals and legal entities with their professional financial planning needs. Jacques recently joined the Core Wealth team to be able to offer his clients more bespoke and independent financial planning solutions.