Jaco Kruger

Wealth Planner - CFP®

Port Elizabeth, Eastern Cape, South Africa

About

Setting up structured financial plans, facilitating succession planning, employee benefits and Investment plans. Specialties: Business Assurance and Corporate Employee Benefits Investment Management and Advice Succession Planning. Personal Risk, Retirement and Estate Planning Professional Income Protection.

Experience

  • Wealth Planner - Standard Bank Relationship and Business Banking at Standard Bank Group
    Feb 2010 - Present · 16 yrs 5 mos

    Standard Bank Financial Consultancy, an arm of the Standard Bank Group. SBFC deals with the Finacial Planning relating to a clients comprehensive Retirement, Risk, Investment and Estate planning.

  • Financial Planner at Standard Bank
    2010 - 2012 · 2 yrs