Meet Jonathan Karusseit

As a professional in the Financial Services Industry, I aim to ensure that my clients are informed about their financial wellness by creating, maintaining and preserving their wealth.  

 

I believe in creating strong relationships with my clients through commitment and trust and it is therefore, my privilege to consistently liaise with my clients to aid them in meeting their financial goals and objectives. 

 

My service offering includes holistic comprehensive and personalized financial planning, underpinned by efficient support services at all times.  

 

With 7 years of experience in the industry, I strive to deliver on our brand promise which is “Beyond Financial Planning”. 

 

Education

  • NQF 5 Wealth Management Certification – Sanlam Distribution Academy

  • RE 5 Accreditation Moonstone

Experience

  • Rockfin Wealth Management – Wealth Management Consultant (current)
  • IWCP  – Financial Adviser (5 months)

  • Sanlam Life Financial Adviser (5 months)

  • Austen Morris Associates  Financial Consultant (1 year and 10 months)

  • Devere International Associate Wealth Consultant (7 months)

Solutions

  • Financial advisory  
  • Personal financial planning 
  • Business financial planning including employee benefits 
  • Investment planning 
  • Short term insurance