About
We're Not Just Advisers. We're In Your Corner.
Our Story
Built on Experience. Driven by Purpose.
Curated Heritage Financial Services was founded on a simple belief — that South Africans deserve financial advice that is honest, personalised, and built around their lives rather than a product target.
With over two decades of experience in the financial services industry, our team combines deep technical expertise with a genuine commitment to the people we serve. We work across three areas — personal risk planning, business financial solutions, and investment advisory — giving our clients access to comprehensive advice under one roof.
We are based in Cape Town but our reach is national. We are appointed under one of South Africa’s most respected financial services providers, giving our clients access to market-leading products, rigorous compliance standards, and the full weight of an established institution behind every recommendation we make.
But we remain proudly unbiased in our thinking. Our loyalty is to our clients — not to a commission structure.
Meet the Founder
Jason Martin — Founder and Managing Director
“Over two decades in financial services, I’ve learned that the most meaningful part of this industry is the peace of mind it can provide to families and businesses. True financial planning isn’t just about selecting products — it’s about listening to your unique story, understanding your goals, and building a secure foundation. My goal is to bring the absolute best of my experience directly to you — a dedicated, knowledgeable partnership you can rely on for generations.”
Jason founded Curated Heritage to deliver honest, dependable and clear financial guidance. By combining sophisticated industry frameworks with a deeply personalised approach, he ensures that every individual, family and business receives financial planning exactly as it should be — personal, transparent and built to last.
- Postgraduate Diploma in Management Practice — Henley Business School — NQF Level 8
- 23 Years Financial Services Experience
Our Values
What We Stand For
Honesty
We tell you what you need to hear, not what you want to hear.
Excellence
We hold ourselves to the highest standards of advice and compliance.
Relationships
We build long-term partnerships, not transactional interactions.
Accountability
We own our recommendations and stand behind our advice.
Get to Know Us Better
Book a complimentary 20-minute consultation with one of our qualified advisers. No obligation. No jargon. Just honest conversation.