JWR Financial Services
- Investments and Risk Planning
- Estate Planning, Wills and Trusts
- Disability, Illness and Dread Disease Cover
- Medical Aid and Gap Cover
At JWR Group, we believe that you deserve to live a life that has meaning – one where you can appreciate security, health, relationships and personal achievements. Things money cannot buy.
Whether you are an individual, small to medium enterprise or professional practice, we can offer you the custom quality financial planning, advisory and intermediary services you need to achieve these goals.
Our professionally qualified financial advisors and experienced staff follow a holistic, client-centred approach to financial planning and related services.
True to our motto, about people serving people, our primary focus is to offer you the sustainable solutions to suit your financial vision rather than merely selling you a product. We assist those seeking a life of meaning to determine and protect a sustainable financial lifestyle of their choice through the meaningful management of their financial resources.
This includes comprehensive financial, fund management and risk management services to individuals and businesses to turn financial wealth into a reality, as well as managing risk.
JWR Financial Services and JWR Risk Services are both authorised Financial Services Providers and have agreements with all the leading life assurers, asset managers and short-term insurers in South Africa.
JWR Financial Services has life insurance contracts with Discovery, Brightrock, Momentum, Sanlam, PPS, Liberty, Santam and Old Mutual. We are proud to be associated with some of the leading asset managers like Allan Gray, Coronation, Foord, Investec, just to name a few. JWR Risk Services has contracts with leading insurers that include: Santam, Discovery, CIB, Hollard CIA and PPS. Red Oak Capital is an authorised Category 2 FSP and manages 3 unit trusts in conjunction with ABSA Multi-Managers.
This enables us to recommend customised financial solutions to our clients based on their unique needs and allows us to ensure optimal cover and the best possible investment results.
Our service model consists of the following:
- Analysing and quantifying needs: We analyse and quantify our clients’ needs and provision for certain contingencies, and determine to what extent these needs have been overprovided or underprovided for.
- Identifying and implementing solutions: We identify and implement appropriate solutions for shortfalls, where needed.
- Discretionary fund management: Our portfolio manager handles the active investment management of a range of portfolios. JWR has a Category 2 FAIS licence to render discretionary fund management services to clients.
- Aftercare: We provide ongoing aftercare to our clients to help them ensure that their provision keeps track with their needs.
