Asset manager
Olivio bennett
A Senior Advisor is a highly experienced professional who provides strategic guidance, expert insights, and high-level recommendations to support decision-making within an organization.
Key Skills & Expertise
Jonathan has guided more than 500+ clients in building sustainable wealth. His strategic financial frameworks focus on minimizing risk, maximizing returns, and creating reliable financial structures for future growth.
Estate & legacy planning
92%
Business finance consulting
84%
Experience timeline
Senior Financial Advisor – Prime Wealth Consultancy (2018–Present)
Leads financial planning, high-net-worth portfolios, tax-saving strategies, and advanced investment analysis, with a focus on long-term value creation.
Financial Consultant – Global Capital Group (2012–2018)
Managed client portfolios, conducted investment research, and developed retirement strategies for professionals, focused on long-term financial security.
Associate Wealth Planner – Horizon Finance (2006–2012)
Supported senior advisors, conducted market analysis, and built personalized planning reports.
How does the consultation process work?
Find detailed answers about our plans, financial advisory process, and how we help you achieve your goals.
Is my financial information kept confidential?
Yes. Your financial information is kept strictly confidential and protected using secure systems and privacy protocols.
Do you work with international clients?
Yes, we work with international clients on virtual consultations, making it easy to manage finances regardless of location.
Is investing risky?
All investments carry some level of risk, but we focus on diversification, long-term planning, and risk management.
How much do your advisory services cost?
Our advisory fees depend on the scope and complexity of the services you need and are structured to reflect the value delivered. All costs are clearly explained, no hidden charges.
Frequently asked questions about our financial services, planning approach, and client support. If you need additional information, our team is always happy to assist.