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Team Member Name

Jan Jonck

With over 12 years of experience in the financial industry, I specialise in partnering with investors who expect more than generic advice. I work closely with clients who have built meaningful portfolios—whether in retirement annuities, pension/provident funds, discretionary investments, or fixed deposits—and are now seeking sharper strategy, stronger oversight, and better long-term outcomes.


I bring a disciplined, holistic approach to wealth management, helping clients optimise existing structures, explore alternative investment opportunities, and strengthen their retirement planning with clarity and purpose. Clients work with me because they value an adviser who is proactive, direct, and deeply committed to elevating the performance and protection of their wealth.


While investment and retirement strategy remain my core focus areas, I also provide integrated personal and business insurance solutions, including estate planning, to ensure every aspect of your financial world is properly secured.


If you’re looking for an adviser who delivers high-level insight, decisive guidance, and a comprehensive strategy for long-term financial success, I look forward to partnering with you.

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