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Jacques Wege (Director and Financial Planner)

Somerset West, South Africa

Phone: 074 162 3184

Jacques is passionate about helping people achieve their full potential, and has been helping clients make important decisions about their money for the past 12 years and is passionate about financial planning. The gratitude when you make a difference in someone’s life, whether it is guiding them over a significant period to their retirement, improving their cash flow or supporting families through difficult times is immeasurable.

Jacques has been described as a balanced, experienced and observant individual who meets challenges with commitment, perseverance and hard work. Adaptability and problem solving supported by strong interpersonal skills such as (really) listening to clients helps them to achieve their goals. He loves to be practical, creative and innovative when addressing specific challenges.

Being actively involved in the local church, Jacques has a strong conviction about giving back to the community and making a difference in the landscape of South Africa.  At weekends you’ll find him out on his surf ski, river kayaking, or mountain biking. Jacques is married and has 3 young children.

Areas of specialization:

Financial and retirement planning


Degree(s), Certifications obtained

  • National Diploma in Financial Information Systems
  • Completed the 18 month Behavioural Finance course hosted by Allan Gray (2019)
  • Short Term Insurance NQF Level 4