Jason Bernic, CFP®
passionately helping others achieve everything they ever wanted
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
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
INSANE! Prospecting - A 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.