Nellie Jordaan

Nellie Jordaan

Senior Associate

Nellie Jordaan is a fully qualified and experienced International Financial Advisor with over eight years of experience assisting business owners, professionals, high net worth individuals and expats all over the world. She has an advanced qualification in Financial Planning, currently studying towards her CISI 3 and also is a registered Financial Services Advisor (FSA) with the Financial Planning Institute.  Nellie’s speciality is providing expert, impartial financial advice and she has extensive expertise in Private wealth, Risk management and various pension options as well as tax-related planning. Her commitment is to help clients create value and wealth by providing the right financial products to suit their needs. With years of experience, she understands that clients have differing and specific financial targets and combined with her value-based approach and good work ethic, she manages her clients’ portfolios very effectively. As an authorised financial adviser, Nellie can offer the following services:

  • Estate Planning
  • Local & Offshore Pension Advice
  • Retirement Planning
  • Trust
  • Tailored Investment Portfolios
  • Tax Efficient Investment Solutions
  • Wealth (Preservation)
Qualifications:
  • CISI Level 3 – Certificate in International Wealth Management
  • Advanced Certificate in Financial Planning (NQF 6) 
  • Higher Certificate in Financial Planning (NQF 5) 
  • RE5 (South African local regulatory exam)
Favourite Quote: Never let the fear of striking out keep you from playing the game – Babe Ruth.
What client says: I met Nellie in October 2015 when she became my financial advisor.  Nellie is comprehensive and meticulous.  She pays attention to detail and put in effort to understand my requirements for the future and what I need to achieve in my financial portfolio.  She is committed to supply a superb service to me and ensures regular communication with me.  Nellie will go out of her way to accommodate my needs and her follow-up actions after a meeting are commendable. Nellie proved to be trustworthy with my financial portfolio and with minor changes achieved major changes in my portfolio.  We addressed all my critical issues and needs within the first six months after Nellie started working with me. Nellie is diligent and I will recommend her services to anyone who needs quality advice on their financial portfolio. Eva Boshoff.