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Investment minimums

R1m < R5m

Charles Jorgensen

I have 27 years of experience in the financial services industry and in 1993, I joined Glenrand MIB Limited, where I thrived and was appointed director at the age of 25. After seven years, I resigned to pursue my goal to start my own business. That business, Jorgensen Berman Lascaris Wealth Management, is now 20 years old.

I’m a Certified Financial Planner® and a member of the Financial Intermediaries Association of Southern Africa (FIA). I’ve lectured thousands of people on personal financial planning and investing and have facilitated in-house personal finance training for the management of companies such as Eskom, GlaxoSmithkline, MTN, the Development Bank of Southern Africa, the National Intelligence Agency, and the Gauteng Economic Development Agency.

I have appeared on SAfm and Radio 702 & SABC2 as a financial expert and articles of mine have been published in Sunday Times, Business Day, Tribute and iAfrica.com. When not working, I enjoy spending quality time with my wife and three children, and wildlife photography is one of my passions.

Atlantic House, Glenhove Square, 71 4th Street, Houghton, South Africa

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income
Contact details:

086 XXX XXXX

charles***************o.za

Reveal contact details

Charles Jorgensen

I have 27 years of experience in the financial services industry and in 1993, I joined Glenrand MIB Limited, where I thrived and was appointed director at the age of 25. After seven years, I resigned to pursue my goal to start my own business. That business, Jorgensen Berman Lascaris Wealth Management, is now 20 years old.

I’m a Certified Financial Planner® and a member of the Financial Intermediaries Association of Southern Africa (FIA). I’ve lectured thousands of people on personal financial planning and investing and have facilitated in-house personal finance training for the management of companies such as Eskom, GlaxoSmithkline, MTN, the Development Bank of Southern Africa, the National Intelligence Agency, and the Gauteng Economic Development Agency.

I have appeared on SAfm and Radio 702 & SABC2 as a financial expert and articles of mine have been published in Sunday Times, Business Day, Tribute and iAfrica.com. When not working, I enjoy spending quality time with my wife and three children, and wildlife photography is one of my passions.

   Visit website

Investment minimums:

R1m < R5m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

Atlantic House, Glenhove Square, 71 4th Street, Houghton, South Africa

Get directions

Contact details:

086 XXX XXXX

charles***************o.za

Reveal Contact Details

About

About Jorgensen Berman Lascaris Wealth Management – Johannesburg

Jorgensen Berman Lascaris Wealth Management is an authorised financial services provider specialising in the growth and protection of our clients’ wealth. We pride ourselves on both the calibre of our people and the high level of service we provide to our clients. We have offices in Johannesburg, Cape Town and Durban.

Service offered

Investments & savings

Get help choosing the best way to invest for your goals, whether it be buying a home, a child’s education or to save an emergency buffer for unforeseen expenses. Assess investments matched to your time frame and your risk appetite to achieve you goal.

Offshore investing

Get help diversifying your investments beyond South Africa’s border and assessing offshore investment opportunities.

Pre-retirement planning

Get help making sure you have enough to live on when you stop working.

Retirement income

Get help ensuring that your retirement income covers your costs and lasts your lifetime.

Additional services

Get help protecting you and your family and ensuring future financial support to your beneficiaries.

Get help making sure that your medical aid is the right one for you ensuring enough cover for your medical treatment and expenses both now and in the future.

Get help planning your legacy, minimising any future tax burden and ensuring the expressed distribution of your assets.