Jacques
Malan

Jacques efficiently understood and met my requirements in doing so he has helped me reduce my overall expenditure and set some clear goals for the future.

I have worked with Jacques for 8 years now, firstly optimising my existing super and subsequently moving into the pension phase. Jacques always has time for you. He comes to meetings well prepared and has done the research to answer your questions. He is knowledgeable and confident. He always answers the phone when you ring up, or will ring you back if he is in a meeting. He never ignores you. My custom superfund, and now pension is performing very well and I recommend Jacques highly.

Jacques has given me advice in enabling me to borrow money to secure a loan to purchase a new apartment, maximising my super at the same time as well as giving me a quality of life as a woman on my own. He listens to your individual circumstances and what you want out of life not what is the best thing in theory, Through Jacques knowledge and expertise, I feel very confident that the advice given to me is right for my needs going forward. Jacque's gives his full attention and explains things clearly. He gives you scenarios and ultimately empowers you to make decisions for yourself.