Founder and Senior Executive
Paul joined Sage Life in 1995. He enjoyed immediate success as a top producer and as a distributor of advice and product.
Paul has been involved in recruiting, managing teams of top advisors while continuing to operate as an advisor. He is involved in a consulting role to management on retail distribution strategies and has sat on the editorial committee of industry-related publications. He has been awarded various local and international production and quality awards. Paul completed a post-graduate qualification in financial planning law through the University of the Free State in 2001 and is a fellow of the Financial Planning Institute. He obtained the CFP designation in the same year.
Paul is the managing director of PMK Group and his experience includes wealth and risk management, estate planning as well as extensive focus on constructing portfolios for clients with a focus on asset allocation and manager selection. This skill has been enhanced with direct involvement on the PMK investment committee (in a capacity as chairman) and the implementation of risk profiled composite funds. Management of these assets is done in the context of a time-weighted strategy for high net worth individuals.
Jarred's background includes the qualification as a chartered accountant with his traineeship completed at Grant Thornton in 2010. Following this he was employed as an analyst in the investment bank at Rand Merchant Bank , specialising in structured and leverage finance for corporate clients with exposure to a number of international listed and unlisted entities.
Jarred joined PMK Wealth & Advisory in 2014 completing a post-graduate diploma in financial planning law through the University of the Free State and later obtaining a Certified Financial Planning designation in 2016.
During his time at the firm he has applied extensive experience on constructing portfolios for clients with a concentration on asset allocation. He has involvement on the investment committee managing the existing PMK time weighted solutions .