As Practice Manager, Jeanette Harris is a pivotal Family Wealth Custodians team member. Her dedication to the highest standards of client service fuels her efforts to oversee business operations and procedures. With nearly a decade of experience in financial services, Jeanette brings a unique blend of technical expertise and financial planning knowledge to her role.

Jeanette's educational background reflects her diverse skillset. A graduate with a BCom in Marketing from the University of the Free State, she discovered her passion for financial planning and pursued further specialization. Her postgraduate diploma in Financial Planning and specialized diploma in Estate Planning and Investments demonstrate her commitment to continuous learning.

However, her expertise extends beyond financial planning. Jeanette has a solid system administration foundation, particularly with CRM systems like Salesforce and Bitrix24. This unique combination allows her to optimize practice operations and ensure a seamless client experience.

Jeanette's passion lies in helping people. As a former financial advisor, she assisted clients in navigating financial planning options. As practice manager, she ensures the team has the resources to excel, maximizing efficiency and client satisfaction.

Jeanette skillfully balances her professional commitments as a wife and mother of four. Her approachable demeanor and professionalism make her a trusted Family Wealth Custodians team member. She consistently embodies the firm's core values of trust and reliability.


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