Jaco Van Zyl Cfp®
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Jaco Van Zyl Cfp® Email & Phone Number

Private Wealth Manager at NFB Private Wealth Management
Location: City of Cape Town, Western Cape, South Africa 2 work roles 2 schools
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Current company
NFB Private Wealth Management
Role
Private Wealth Manager
Location
City of Cape Town, Western Cape, South Africa
Company size
83 employees

Who is Jaco Van Zyl Cfp®? Overview

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Quick answer

Jaco Van Zyl Cfp® is listed as Private Wealth Manager at NFB Private Wealth Management, a with 83 employees, based in City of Cape Town, Western Cape, South Africa. AeroLeads shows a matched LinkedIn profile for Jaco Van Zyl Cfp®.

Jaco Van Zyl Cfp® previously worked as Financial advisor at Discovery Limited. Jaco Van Zyl Cfp® holds Postgraduate Diploma, Financial Planning And Services, Nqf 8 from Milpark Education - School Of Financial Planning And Insurance.

Company email context

Email format at NFB Private Wealth Management

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NFB Private Wealth Management

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Profile bio

About Jaco Van Zyl Cfp®

Private Wealth Manager, Independent Financial Advisor.I’ve been with NFB Private Wealth Management since 2016 and I specialise in investments and life insurance solutions. Prior to joining NFB Private Wealth Management, I was a Financial Advisor at 1.618 Advisory Services for 5 years specialising in the Discovery range of products. My investment philosophy is relatively simple as I believe any portfolio should be tax efficient and well diversified, Healthy diversification in terms of asset allocation, geographical exposure, currency exposure and to ensure that sufficient liquidity is provided at all times. I enjoy most sports, particularly golf which I played provincially for most of my life, gym and running.

Listed skills include Life Insurance, Insurance, Financial Planning, Retirement Planning, and 8 others.

Current workplace

Jaco Van Zyl Cfp®'s current company

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NFB Private Wealth Management
Nfb Private Wealth Management
Private Wealth Manager
johannesburg, gauteng, south africa
Website
nfb.co.za
Employees
83
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Company profile
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2 roles

Jaco Van Zyl Cfp® work experience

A career timeline built from the work history available for this profile.

Private Wealth Manager

Current
Nfb Private Wealth Management

Johannesburg Area, South Africa

NFB Private Wealth Management has been providing clients with independent financial advice and a broad suite of products since 1985. We’re part of the AltX listed NVest Financial Holdings (NVE: AltX) group of companies that has more than R30 billion under management and administration.Our highly qualified and experienced multidisciplinary team of Independent Financial Advisors and professionals take care to craft bespoke solutions, tailored to our clients’ individual needs, rather than a one-size-fits-all service. We do this by investing time into deeply understanding our clients before making any investment decisions.We pride ourselves on our long-serving people who collaborate across business skill sets to ensure that every investment decision made for clients is the best possible one. Our pragmatic approach to wealth management, developed hand in hand with our clients, ensures a personalised wealth plan with the goal of future financial growth and security. We simplify the complexity of wealth management for our clients, giving them the ability to make informed decisions with peace of mind.

Jan 2016 - Present
Team & coworkers

Colleagues at NFB Private Wealth Management

Other employees you can reach at nfb.co.za. View company contacts for 83 employees →

AL Andrew Locke Andrew Locke Colleague at Nfb Private Wealth ManagementCity Of Johannesburg, Gauteng, South Africa View → GR Gavin Ramsay Gavin Ramsay Colleague at Nfb Private Wealth ManagementSouth Africa View → RP Ronelle Pretorius Ronelle Pretorius Colleague at Nfb Private Wealth ManagementEast London, Eastern Cape, South Africa View → DW Daniel Wiid Daniel Wiid Colleague at Nfb Private Wealth ManagementCity Of Johannesburg, Gauteng, South Africa View → SN Shani Nel Shani Nel Colleague at Nfb Private Wealth ManagementSouth Africa View → RW Roger Williams Roger Williams Colleague at Nfb Private Wealth ManagementEast London, Eastern Cape, South Africa View → VP Ved Prakash Ved Prakash Colleague at Nfb Private Wealth ManagementIndia View → VS Vijay Sharma Vijay Sharma Colleague at Nfb Private Wealth ManagementSouth Delhi, Delhi, India View → MW Marie Wells Marie Wells Colleague at Nfb Private Wealth ManagementCity Of Johannesburg, Gauteng, South Africa View → BL Bryan Lones Bryan Lones Colleague at Nfb Private Wealth ManagementSouth Africa View →
2 education records

Jaco Van Zyl Cfp® education

FAQ

Frequently asked questions about Jaco Van Zyl Cfp®

Quick answers generated from the profile data available on this page.

What company does Jaco Van Zyl Cfp® work for?

Jaco Van Zyl Cfp® works for NFB Private Wealth Management.

What is Jaco Van Zyl Cfp®'s role at NFB Private Wealth Management?

Jaco Van Zyl Cfp® is listed as Private Wealth Manager at NFB Private Wealth Management.

Where is Jaco Van Zyl Cfp® based?

Jaco Van Zyl Cfp® is based in City of Cape Town, Western Cape, South Africa while working with NFB Private Wealth Management.

What companies has Jaco Van Zyl Cfp® worked for?

Jaco Van Zyl Cfp® has worked for Nfb Private Wealth Management and Discovery Limited.

Who are Jaco Van Zyl Cfp®'s colleagues at NFB Private Wealth Management?

Jaco Van Zyl Cfp®'s colleagues at NFB Private Wealth Management include Andrew Locke, Gavin Ramsay, Ronelle Pretorius, Daniel Wiid, and Shani Nel.

How can I contact Jaco Van Zyl Cfp®?

You can use AeroLeads to view verified contact signals for Jaco Van Zyl Cfp® at NFB Private Wealth Management, including work email, phone, and LinkedIn data when available.

What schools did Jaco Van Zyl Cfp® attend?

Jaco Van Zyl Cfp® holds Postgraduate Diploma, Financial Planning And Services, Nqf 8 from Milpark Education - School Of Financial Planning And Insurance.

What skills is Jaco Van Zyl Cfp® known for?

Jaco Van Zyl Cfp® is listed with skills including Life Insurance, Insurance, Financial Planning, Retirement Planning, Investments, Risk Management, Retirement, and Business Analysis.

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