Jacques Malan

I have been helping people from all walks of life make big (and smaller) financial decisions with confidence and peace of mind for over 25 years.

My personal philosophy for my work is to ask: “what would I have wanted for my own parents and family” and then provide that quality of advice and service to my clients. Every client is someone that I have a personal relationship with and who I genuinely care about. I don’t just give recommendations. I also go on the journey alongside my clients so that together, we achieve your goals.

A gift that I have is that I can simplify complex financial matters and explain them to clients in a way that is easy to understand. You’ll see this reflected in actual client reviews where it is mentioned frequently.

I am measured in my approach, and I like to take the time to consider all the options before formulating a strategy. Each client’s strategy is uniquely designed for their situation and needs, drawing on the best resources and product providers available to us. But I always try to get to the best outcomes in the simplest and most cost-effective way.

I have a calm, personable and conscientious personality and I believe you will find me easy to work with.

In my personal life, I like spending time with my two adult daughters, and I enjoy outdoor activities such as hiking, golf and umpiring in WA premier cricket.

My professional credentials are:

• 25+ years’ experience.
• Certified Financial Planner (CFP®) accreditation.
• Membership with the Financial Advice Association of Australia (FAAA).
• Bachelor of Commerce Degree in Business and Finance.
• Several other financial advice related qualifications.

If you are interested in talking to me about your financial advice needs, please call me on 0412 204 672 or email me at jacquesmalanadvice@outlook.com