I began my career as a financial planner in 2010. I became a CERTIFIED FINANCIAL PLANNER® professional as a commitment to my clients to provide them with the highest level of professional service with absolute integrity.
I work with individuals and families, employed professionals, contractors, business owners and retirees. I listen intently and strive to understand what drives my clients. Through these conversations and the analysis of all relevant information, I coach my clients to make informed financial decisions that set them on course to achieve what is really important to them.
+27 (0)21 689 2921
+27 (0)86 495 4422
121 Milner Road
My Focus Areas
Holistic Financial Planning
Taking into account all relevant information and applicable legislation, my financial planning reports include estate, retirement, investment, risk assurance and tax planning.
Tailored Financial Planning
I write a unique, personalized, financial planning report for each of my clients.
Ongoing Portfolio Management
Our circumstances and goals change, as does legislation that affects our financial planning. It is vital that your financial plan is reviewed regularly. Through on-going management and regular reviews, I ensure that my clients’ financial plans remain relevant.
I highly recommend Jonathan Theunissen, at Verso Wealth, for comprehensive and fair financial advice. Jonathan did a complete review of our financial position from top to bottom. Most helpful was the care taken to explain the financial principles and strategy behind certain decisions. Verso Wealth is incredibly transparent on fees and go to great lengths to explain and illuminate the various levels of fees in the financial products and fees associated with the advice. This was a refreshing change! Having been burned in the past by parasitic behaviour by so called financial advisors, I was encouraged by Jonathan and Verso Wealth’s open and forward thinking approach to financial advice. Jonathan was generous with his time and the fee was extremely fair for the work undertook. I feel much more in control of my future after going through this process with him.
– Francis and Charles Chouler
Working with Jonathan and Stephen at Verso Wealth has been a very rewarding experience. From their transparency around their work processes to the thoroughness and quality of the services that they provide, it has been an absolute pleasure to work with them. They have been timely with their communications and they have always patiently assured that I understand the decisions I have needed to make about my financial future. Having spent a few years looking for financial advisors that can adequately assist me with my particular lifestyle and financial goals, finding them has been a breath of fresh air and a very rewarding professional relationship. From my first consultation and meeting with them, I have felt like I am in very good hands. If you are wanting well-researched financial advice that is catered to your specific life, needs, and requirements, Jonathan at Verso Wealth is the person you’re looking for!
– Jamie Dimitra Ashton