Jade Wilson

Jade Wilson Email and Phone Number

Founder of Integrious and GSP Wilson | Shared Family Office | Business Intelligence | Business & Family Digitalisation | SaaS | Digital Accounting | Lifestyle Financial Planning @ Integrious = BI + AI + Accounting
Jade Wilson's Location
South Africa, South Africa
About Jade Wilson

Jade Wilson is a Founder of Integrious and GSP Wilson | Shared Family Office | Business Intelligence | Business & Family Digitalisation | SaaS | Digital Accounting | Lifestyle Financial Planning at Integrious = BI + AI + Accounting. They possess expertise in retirement planning, wealth management, investments, portfolio management, strategic financial planning and 16 more skills.

Jade Wilson's Current Company Details
Integrious = BI + AI + Accounting

Integrious = Bi + Ai + Accounting

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Founder of Integrious and GSP Wilson | Shared Family Office | Business Intelligence | Business & Family Digitalisation | SaaS | Digital Accounting | Lifestyle Financial Planning
Jade Wilson Work Experience Details
  • Integrious = Bi + Ai + Accounting
    Business Analyst
    Integrious = Bi + Ai + Accounting Nov 2019 - Present
    South Africa
    I am a business analyst, financial planner and entrepreneur based in beautiful South Africa. My analytical (at times hyper focused) and passionate approach stems from a strong motivation to see the people and families that I work with succeed through digitalisation, business and artificial intelligence, and lifestyle financial planning. I have been fortunate enough to be intimately involved in many businesses and family setups across multiple industries over the last 20 years, from investment and finance, to engineering and commercial underwriting, as well as startups in commodities, health, accounting and fintech solutions. This has culminated in the founding and establishment of the Obnixus Group, a tech ecosystem comprising business units run by independent and specialist teams as follows:> Integrious (Founder) - Business Intelligence and Digital Accounting> GSP Wilson (Founder) - Wealth & Estate Planning> Enhance IFA (Partner) - Investment Strategy & Management> Philips & Associates (Associate) - Conveyancing, Notarial, Trust Administration & Estates and CommercialI am a proud partner and ambassador in our shared family office solution. We are are small and specialised team focusing on:> Wealth & estate planning> Investment strategy & management> Family engagement & governance> Philanthropy> Education> Privacy & ControlI want to help people, families and businesses through digitalisation, business intelligence, artificial intelligence and lifestyle financial planning. Thanks to my incredible partners and team, I am confident that our independant and thoughtful approach can truly add immense value, and for many generations to come.
  • Hvm Group
    Financial Planner And General Manager
    Hvm Group May 2015 - Nov 2019
    South Africa
  • Asset Tree (Pty) Ltd
    Manager & Financial Planner
    Asset Tree (Pty) Ltd Apr 2011 - Mar 2015
    South Africa
  • Engage Sa
    Co-Founder
    Engage Sa Jan 2010 - Mar 2011
    South Africa
  • Ac&E Commercial & Engineering Underwriting
    Commercial Underwriter
    Ac&E Commercial & Engineering Underwriting Jan 2008 - Jan 2010
    South Africa
  • Momentum Group Limited
    Financial Planner
    Momentum Group Limited Feb 2007 - Jan 2009
    South Africa
  • Old Mutual South Africa
    Financial Planner
    Old Mutual South Africa Jun 2004 - Jan 2007
    South Africa
  • Dvi Communications
    Systems Administrator
    Dvi Communications Jan 2001 - May 2004
    South Africa

Jade Wilson Skills

Retirement Planning Wealth Management Investments Portfolio Management Strategic Financial Planning Investment Strategies Financial Advisory Investment Advisory Retirement Mutual Funds Asset Allocation Income Protection Strategic Planning Wealth Financial Analysis Management Marketing Strategy Customer Service Business Strategy Financial Planners Estate Planning

Jade Wilson Education Details

Frequently Asked Questions about Jade Wilson

What company does Jade Wilson work for?

Jade Wilson works for Integrious = Bi + Ai + Accounting

What is Jade Wilson's role at the current company?

Jade Wilson's current role is Founder of Integrious and GSP Wilson | Shared Family Office | Business Intelligence | Business & Family Digitalisation | SaaS | Digital Accounting | Lifestyle Financial Planning.

What schools did Jade Wilson attend?

Jade Wilson attended Milpark School Of Financial Services, Academy Of Financial Markets, Munich Re.

What skills is Jade Wilson known for?

Jade Wilson has skills like Retirement Planning, Wealth Management, Investments, Portfolio Management, Strategic Financial Planning, Investment Strategies, Financial Advisory, Investment Advisory, Retirement, Mutual Funds, Asset Allocation, Income Protection.

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