Strengths

• Relator
• Responsibility
• Analytical
• Strategic
• Learner

Rehan Jordaan

FINANCIAL ADVISOR

Rehan joined the Core Wealth team in 2019 as a Financial Advisor. He studied BSc Botany & Zoology at Stellenbosch University but soon realised that his passion was helping individuals and businesses with their finances and setting them up for financial freedom.

Rehan completed his BCom Financial Management degree through the University of South Africa. He will be completing his PGDip in Financial Planning in 2025 and write the CFP Professional Competency Board Exam to earn his CFP® designation.

Rehan is responsible for providing holistic financial plans to his clients and has a fundamental belief that products and investments mean nothing if not coupled with a proper financial plan. His focus is on providing strategic investment solutions to individuals and businesses ensuring that they are structured in a tax-efficient & cost-effective manner as well as providing insurance plans that ensure clients wealth is organised and protected against unforeseen events.

Outside of work, Rehan loves spending time with his wife, is a triathlon fanatic, prefers books over the TV, and is a 100% certified coffee snob.