Jean-Michel joined Sanlam Arete Financial Planning in 2019.
He holds advanced tax qualifications in addition to his financial services specialism of pension and investment advice. His expertise lies in helping business owners, senior executives and their families on all aspects of financial planning.
A key focus for Jean-Michel is adding real value to his clients’ situation and improving their lives. He believes that the most important aspect of advice is in taking the time to identify individual client circumstances, responsibilities and ambitions. With objectives agreed he can then design and implement a personalised financial plan and continually review this plan to ensure these goals are met. He believes that successful investment management requires creativity, conviction, accountability and transparency.
In his spare time, Jean-Michel is a keen runner and swimmer.