““Keeping things simple” is Jonathan’s calling. His calling was demonstrated when we’re tasked to set up a comprehensive finanical planning automation system, The “NORTHSTAR” project. I’m impressed with his innovative approach at automating the finanical solutions. He made work flow process simple to understand. Jonathan’s ability to juggle multiple projects was unlike any I’ve seen before and made a dramatic difference in the productivity level of the advisers. He is certainly an assets to the organisation. And I’m so fortunately to have work alongside with him all this while!”

“I had the privilege of collaborating closely with Jonathan on the development of the ACSIS ecosystem, a transformative project in the financial planning industry. His innovative thinking and ability to envision future-ready solutions consistently impressed me. What sets Jonathan apart is not just his technical acumen, but his exceptional ability to engage in meaningful dialogue that elevates ideas to the next level. Our brainstorming sessions were particularly productive, as he has a natural talent for building upon concepts and refining them into practical, impactful solutions. His commitment to advancing the financial planning industry through technology is evident in every interaction. Jonathan's collaborative approach and forward-thinking mindset make him an invaluable asset to any team looking to drive innovation in fintech.”

“I’ve had the pleasure of working directly with Jonathan at Financial Alliance, and I can confidently say he is a leader who truly makes an impact. His ability to take on new challenges with confidence and determination is inspiring. Jonathan was the driving force behind the success of the company’s electronic advisory software, playing a critical role in its development and implementation. His vision, strategic thinking, and hands-on approach were key to ensuring its success. Whether it’s project management, strategic planning, or mentoring others, Jonathan brings a level of dedication and expertise that is hard to find. Without his contributions, the company would not be where it is today.”