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Aluma Capital (Pty) Ltd is a registered Financial Services Provider (FSP 46449) in terms of The Financial Advisory and Intermediary Services Act (37 of 2002)

Jason Brook

Financial Advisor

About

Jason, a seasoned and trusted financial advisor with over 17 years of entrepreneurial experience across industries, adopts a client-centric approach. He values building trust and enhancing client relationships through the creation of tailored financial plans, fostering relationships which secure their financial futures and lead them on a path to financial freedom.

With expertise in long-term (retirement, life annuity), medium-term (offshore, endowment products), and short-term investment products (flexi invest private equity, CIS products), Jason excels in long-term risk and estate planning, crafting reliable financial protection plans for you and your family.

“Planning is bringing the future into the present so that we can do something about it now.”
Alan Lakein

Services Offered

Wealth creation
  • Long-term
    Retirement annuities, living and life annuities.
  • Medium-term
    Private Equity, Capital Protected investments and endowments.
  • Short-term investments
    Flexi invest and CIS investments.
Wealth protection
  • Life Cover
  • Disability
  • Dreaded disease cover
Book an Appointment
Contact Aluma
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Customer Reviews

Megan Brook-Sofianos

Hi everyone! If you are looking for a trustworthy financial advisor who will have your best interests at heart, look no further than Jason. My personal experience of him as as my personal financial advisor is that he is always willing to bend over backwards for his clients. Many friends and family are also making use of his services and they are also emtremely happy with his expertise and professionalism. He improved our portfolios and assisted with month-to-month savings. Please consider reaching out should you need any financial planning services.

Tanya Duarte

Jason has assisted me through a tough time when I was recovering with cancer and made sure my claim was handled as quickly and with dignity and honesty.

Jason has also assisted me and my family professionally with placing our investments. He spent time explaining all the options for me and ensured my interests were professionally and thoroughly taken care of. He has grown our financial assets for my husband as well as my children. My family has benefitted from the expert financial advise he has provided for us and he continues to assist with professional and trustworthy financial advise as and when we need it. Jason is always willing to help with all large or small queries.

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