Overview
Full nameMarco Jansen
Client sinceAug 2021
Portfolio valueR8,450,000
Total properties7
Years as client5
Investment goalLong-term equity growth
Risk profileModerate
Preferred contactWhatsApp
AdvisorZaviér
Overall Portfolio Health
86
Excellent5 properties
Monitor2 properties
Action required1 property
Personal Notes & Important Dates
| Date | Occasion | Notes |
|---|---|---|
| 14 September | Marco's birthday | Send a personal note and small gift. |
| 2 March | Sarah's birthday (spouse) | Sarah handles most property viewings with Marco. |
| 21 November | Wedding anniversary | Married 2014. Mention when scheduling Q4 review. |
| 5 December 2026 | Liam's matric graduation | Son Liam wants to study engineering — possible conversation starter re: education savings / new acquisition for rental income to support studies. |
Visible to advisor only. This is part of the automated outreach module described in the platform addendum — reminders fire automatically ahead of each date.