JB
Jacob Broadbridge
Financial Advisor at 1.618 Advisory Services
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Work Experience
Financial Advisor
Feb 2019 - Present · 5 years and 10 months
Sales Consultant
Nov 2018 - Feb 2019 · 3 months
Account Manager
Jan 2018 - Nov 2018 · 10 months
Company Details
Strategy + 1.618 = Perfect Wealth The 1.618 Golden Ratio is the structure for perfect synergy and growth, which is why we have personally adopted this principle as a firm. We implement sound strategies versus short-term tactics to generate long-term wealth and surety for our clients. We aim to aid you in achieving your future goals by customising wealth-building solutions for you and your business. We pride ourselves in providing a holistic solution for each client. The 1.618 team is made up of highly skilled financial planners, whose objective it is to ensure that you have comprehensive cover in place to protect your family and loved ones. 1.618 Advisory Services will conduct a full financial needs analysis, arriving at the perfect number to create the ideal financial solution specific to you. With services in short-term and life insurance, investments and health care products, we are dedicated to ensuring that you reap paramount benefits through our planners’ professionalism.
Year Founded
2010
Social Media
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Industry
Financial Services
HQ Location
Blueberry Office Park Block C, Unit 19 First Floor, Apple Road Rand Park Ridge Ext. 114 Johanessburg, Gauteng 2194, ZA
Keywords
Estate PlanningRetirement PlanningLast Will & TestamentVitality Wellness ProgramBusiness AssuranceShort Term InsuranceIndividual Risk InsuranceMedical Aid and Gap CoverInvestments
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