At Finlink we believe in providing holistic financial planning that is tailored to your lifestyle goals. Your goals are at the centre of this plan, and inform the thinking around how to best manage and grow your wealth. Ultimately, we aim to help you determine how much is enough and achieve peace of mind, while targeting returns you need to fulfil these lifestyle goals.
Your financial plan starts with you - your hopes, fears, goals and vision for the future, incorporating both your current lifestyle and your desired lifestyle.
Once we have a better understanding of you, your goals and what you want to achieve, together we will determine the required investment returns in order to achieve your lifestyle goals.
Your required investment return will determine the asset allocation of your investment strategy, taking the associated investment risks into account.
We look at risk holistically in the context of lifestyle goals, your financial circumstances and what it is that you are trying to achieve. This assessment includes inflation, investment, personal, business and behavioural risks.
Jason holds a LLB, H.dip Tax, Advanced diploma in Financial Planning and is a Certified Financial Planning Professional. He has worked in the financial services industry since leaving legal practice in 2001, where he served and completed his legal articles with Tuckers Inc. and was admitted as an attorney.
Jason subsequently gained extensive financial services and advisory experience in his time spent in various roles at Investec, Rand Merchant Bank, ABSA Wealth, Acsis and Old Mutual Wealth, before finally joining Finlink in 2016 as a director, shareholder and strategic life planner.
Jason is passionate about the financial services industry and works tirelessly to ensure the best outcomes for those that choose to work with him. In his spare time, Jason is a family man who enjoys sport, is a keen mountain biker and environmental activist with a love for nature.
Peter grew up in Benoni, Matriculated at Benoni High and completed a Diploma in Marketing. In 1967 Peter moved to Cape Town where he joined Old Mutual’s Head Office, in the Claims department, where he worked for 7 years.
Peter was then transferred back to Gauteng where he was made head of Client Services at various branches in the area until he was ultimately transferred to Broker Division in 1994 as a broker consultant, until he retired from Old Mutual in 2011.
Peter then joined Finlink in 2012, with a wealth of knowledge and his 50 years of financial services experience, where he has continues to support our clients administratively and is the conduit between Finlink and our service providers.
Peter is married, has 3 children, is an avid golfer and part time fisherman.
Brian hails from Benoni and following his early years in banking, insurance and publishing, spent 23 years in the pharmaceutical industry progressing through the ranks from representative to general manager, in a major international company.
Brian joined Finlink after leaving the pharmaceutical industry on 1st July 2002 and has been an integral part of the Finlink team ever since.
Brian has two management diplomas, a wealth of management experience and has had a passion for personal finance and the financial services industry.
Brian’s hobby is photography, particularly with wildlife and birds, which is his favourite subject matter
Ken founded Finlink on the 1st of May 1988 with the objective of Creating an independent Financial Planning Practice, setting it apart from other advisory businesses tied to various financial institutions. The original motto was “helping people to achieve in life the things that they want”.
Ken commenced his career in financial services through his experience both in commercial and merchant banking. In 1979, he joined Financial Planning Services (FPS) which at the time was a ground breaker in offering holistic financial planning services to individuals. While at FPS, he achieved several awards for client service and was titled “Executive Financial Planner”.
Academically, Ken holds a certificate in banking, various diplomas through FPS and a certificate in financial planning from Milpark. He has always endeavored to be at the cutting edge of the financial services industry and to give effect to such, he is an avid reader of financial magazines and journals, together with attending seminars and summits.
Ken is also the recipient of the esteemed Financial Planner of the year, for Gauteng in 2002 as adjudicated by the Financial Planning Institute. This award resulted in him receiving national exposure through newspaper and magazine articles, motivating many readers to consult with Ken and ultimately becoming clients of Finlink.
Ken is a Directors and Shareholder of Finlink and continues to play a strategic role in the operations of the business. Ken also continues to be licensed financial planner and is a Key Individual of the business.