Mart-Marie De Jongh Bailey
Mart-Marie De Jongh
Certified Financial Planner® Professional
“IF WE DID ALL THE THINGS WE ARE CAPABLE OF, WE WOULD LITERALLY ASTOUND OURSELVES.”
Mart-Marie is a Certified Financial Planner (CFP) with 7 years of wealth management experience. She is responsible for developing and implementing financial plans for our private clients covering all areas of finance, including pre- and post-retirement planning, risk cover and estate planning. In addition to financial planning she also provides financial advisory services to family businesses and small to medium sized companies.
She has a keen interest in behavioral finance and a passion for empowering people to understand their portfolios.
She loves going to the beach, hiking, picnicking and enjoying the good food and wine that Cape Town has to offer. If she isn’t busy with her most recent hobby of gardening, you will find her cooking in the kitchen with friends and family.
B Com Degree;
Post Graduate Diploma in Financial Planning;
Certified Financial Planner Professional;
First Level Regulatory Examinations: Representatives.
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As with our motto, “always count”, we test and verify everything. Each month we conduct more than 30 different detailed investment manager peer group GraySwan ScoreCards. Every report encapsulates more than 30 pages of performance and risk related statistics and form part of various quantitative reports, which we use as an initial screening methodology in our investment manager research process.