Jason Bernic, CFP®

passionately helping others achieve everything they ever wanted

My Story

I don't have a rags-to-riches story, or a motivational speech about self-sacrifice or monopolistic dominance. I was once told that I talk too much and I don't listen and ten years later, after chastising the person that told me that, I realised he was right. 

Through my career adventures I learnt to listen, and then I started to hear. I also began to find everyone I knew and met more fascinating and mysterious than before, and I wanted to know more. I wanted to know their stories, their dreams, what drives them forward and what holds them back. I started to ask questions - questions that challenged their beliefs, in the world and themselves - questions that had them thinking... then feeling... being present in the moment, while the world slowed down around them, just for a minute, and in this minute they gained perspective. They saw the world differently... and then their world changed. 

I'm inherently impatient and have a low tolerance for mediocrity, probably because I see the greatness in everyone, even if they don't. I believe in my clients and their dreams and it is my commitment to support them all the way. I'm soft and I'm tough because I help my fellow human beings to discover what they really want, and then I hold them to creating it. 

I would love to do that for you. 

Qualifications & Experience

UCT Graduate School of Business – Associate Certified Coach

Neuroleadership - Workplace Coach

Currently studying Neurolinguistic Programming (NLP)

Member of Coaching & Mentoring South Africa

6 years' coaching experience

Bachelor of Commerce (Business Economics, Economics)

Post-graduate diploma in Strategy

Post-graduate diploma in Financial Planning

Financial Niche

Post-graduate Diploma in Financial Planning

Certified Financial Planner®

Member of the Financial Planning Institute

Founder and Committee Head of the Young Financial Planners' Organisation (YFPO) [disbanded]

16 years' experience in financial planning and International wealth management

8 years' coaching financial planners

Founder of: 

INSANE! ProspectingA full-day bootcamp for financial planners and advisors that want to grow their businesses through new client acquisition. 

Advisor Dojo - A regular bootcamp for financial advisors that want to train hard and grow successful businesses. 

The Boardroom - An exquisitely curated group of the top 4% of financial planners that want to build word-class client experiences. 

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[email protected]                            www.successcoaching.co.za                                   (010) 300 0801           

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