About Us

JWR’s offices are located in the Tyger Valley business district in the northern suburbs of Cape Town. The company offers services to individuals and companies nationally across South Africa.

We believe in:

  • Fairness towards clients and all stakeholders
  • Integrity towards clients, business partners, product suppliers and service providers, colleagues and the general public
  • Respect for people and their property
  • Responsibility with regard to all our activities, both internally and externally.

JWR Holdings (Pty) Ltd is structured into the following companies:

  • JWR Financial Services: Financial services, including advisory and intermediary services, to individuals and businesses (holding a Cat 1 FAIS license)
  • Red Oak Capital ( Previously JWR Fund Management ): The management of Unit Trusts and Wrap Funds (holding a Cat 2 FAIS licence)
  • JWR Risk Services: Advisory, intermediary and related services to individuals and businesses regarding short term insurance

Meet our Authorised Financial Advisors:

Our professionally qualified financial advisors have combined relevant experience of more than 54 years. They are supported by experienced staff members who, together, have been involved in the industry for almost 70 years.

Johnnie Roelofse, CFP®

Principal and Key Person of JWR Financial Services
Director and shareholder of Red Oak Capital
Director and shareholder of JWR Risk Services
Authorised Financial Advisor (Personal and Commercial Lines)
B Econ, Stellenbosch
Postgraduate Diploma in Financial Planning, UFS

Johnnie is a member of the Financial Planning Institute (FPI*) of Southern Africa and is as such an accredited Certified Financial Planner® (CFP®).  He started his career at Sanlam as a unit trust consultant in January 1991. He later served as broker consultant and became a Sanlam financial advisor in 1996. He then joined Plexus and later Citadel as an investment advisor. He has been managing JWR since January 2003.
*The FPI is a member of the International Financial Planning Standards Board Ltd. The standard of its members’ qualifications is recognised internationally.

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Reenen Barry

Authorised Financial Advisor (Short-term and Health)
BA., B.Th., M.Th., MBA (Cum Laude), Stellenbosch
Reenen has been involved in the financial services industry since 1997. He joined JWR Risk Services as financial advisor in March 2009. He is also a Director of the company.

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Phillip van der Merwe, CFP®

Authorised Financial Advisor
Associate Key Person
B Comm. (Economic Analysis), Stellenbosch University
Postgraduate Diploma in Financial Planning, Stellenbosch University

Phillip is a member of the Financial Planning Institute (FPI) of Southern Africa and is as such an accredited Certified Financial Planner® (CFP®). He started his career at Sanlam as a financial advisor in 2005 and joined the JWR Group in 2007 in the same capacity. He is also a director at Red Oak Capital and part of the investment committee.

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Flokkie Kotze

Authorised Financial Advisor
B Econ, Stellenbosch
Postgraduate Diploma in Financial Planning, Stellenbosch

Flokkie’s career in the financial services industry began in 1983 when he joined ABSA and rose to the position of senior business development consultant. Ten years later, he ventured into private business. Another eight years later, he became an independent financial advisor. He joined JWR on 1 February 2007.

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Gium Marais, CA(SA)

Authorised Financial Advisor
BComm Hons (Pretoria)
SA IFM (Equity Market)

Gium passed the CA exam in 1994 and completed his articles at Ernst and Young in Johannesburg. He has been active in private wealth management since 1996. In 2007 he also became a registered equity dealer in terms of the rules of the Johannesburg Stock Exchange. He joined JWR as a representative on 1 May 2009.

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Marinus Lanser, BComm

Financial Advisor/Financial Planning Analyst

Marinus has been involved in the financial services industry since February 2013, first as representative of Absa Bank and then there after as representative for Attooh Financial Services. He also worked in a technical analyst role for Attooh Financial Services between 2015 and 2016. Marinus has been a Representative of JWR Financial Services since February 2017.
Marinus completed a Bcomm Commerce degree thru the University of Stellenbosch in 2012 and a Postgraduate Diploma in Financial Planning thru the University of the Free State in 2014

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The JWR Team

 

Looking after your business at JWR:
At the back: Gium Marais, Marinus Lanser, Phillip van der Merwe, Juliana McLeod, Salome Hanekom, Flokkie Kotze and Johnnie Roelofse.
In front:Muriel Baron, Anita Janse van Rensburg, Jolanda Smit, Aldiana van der Merwe, Reenen Barry, Jana Human, Antionette Botha and Elana Naude

Corporate Social Investment

As people serving people we also believe in giving back to our community, local businesses and the environment.

Our corporate social responsibility interests include education, sport and disability.   JWR Group is a financial sponsor to Durbanville High School towards the growth of sport in the school. Furthermore, we are privileged to be able to sponsor a facility that cares for autistic adults and donate some of our time to Kingdom Church and Kingdom Men Mentoring groups.