What does JWR offer?

This document is not a disclosure in terms of the Financial Advisory and Intermediary Services Act (FAIS). The purpose is merely to provide a general introduction to JWR’s services.

What financial services does JWR offer?

JWR‘s services are aimed at people, either as individuals or groups.

JWR‘s services for individuals include:

  • Personal financial risk planning for death
  • Estate planning, wills and trusts
  • Disability, illness and dread disease cover
  • Personal investment planning for short-term, medium-term and long-term goals, especially retirement.

Our services for groups focus on:

  • Group employment benefits for retirement, as well as risk benefits for death, disability and illness
  • Business assurance such as cover for buy-and-sell agreements, and key person assurance
  • Investment planning and cash flow projections for short-term, medium-term and long-term goals.

What do JWR’s services entail?

Our service model consists of three elements:

  • Analysing and quantifying needs: We analyse and quantify the client’s needs and provision for certain contingencies, and determine to what extent these needs have been provided for or not.
  • Identifying and implementing solutions: Where applicable, we identify and implement appropriate solutions for such needs.
  • Continuous aftercare: We provide ongoing aftercare to our clients to help them ensure that their provision keeps track with their needs.

Which financial products can JWR provide as solutions?

For assurance and/or investment products, JWR offers you a choice from the products and services of South Africa’s most prominent insurers, investment managers and investment administrators.

What costs are involved in these services and products?

  • Click here for an explanation of the relevant costs.