Jean Cfp

Senior Financial Planner CFP® at Sanlam Private Wealth - Cape Town, Western Cape, ZA

Jean Cfp's Contact Details
HQ
Location
Johannesburg,Gauteng,2001,South Africa
Company
Sanlam Private Wealth
Jean Cfp's Company Details
Sanlam Private Wealth logo, Sanlam Private Wealth contact details

Sanlam Private Wealth

Cape Town, Western Cape, ZA • 452 Employees
Financial Services

High net worth investors have unique goals, challenges and ambitions and often require a customised end-to-end solution that goes above and beyond conventional investment management. This could vary from investment portfolio construction to intergenerational wealth planning and cross-geographical tax structuring. At Sanlam Private Wealth, we work closely with clients and advisers to craft bespoke portfolios that suit individual risk profiles and investment objectives. With assets under management and administration of more than R189 billion, Sanlam Private Wealth has a direct presence in four countries: South Africa, the UK, Guernsey and Mauritius.

Customized Investment Strategies
Details about Sanlam Private Wealth
Frequently Asked Questions about Jean Cfp
Jean Cfp currently works for Sanlam Private Wealth.
Jean Cfp's role at Sanlam Private Wealth is Senior Financial Planner CFP®.
Jean Cfp's email address is ***@sanlam.co.za. To view Jean Cfp's full email address, please signup to ConnectPlex.
Jean Cfp works in the Financial Services industry.
Jean Cfp's colleagues at Sanlam Private Wealth are Phumlani Ntanzi, Ilze Els, Ingrid Damons, Kazi Mbangeleli, Sandra Cfp, Sibabalwe Maku, Claudette Visser and others.
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