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a selection of
Financial Advisors in JOHANNESBURG and areas surrounding JOHANNESBURG
A SELECTION OF THE BEST JOHANNESBURG FINANCIAL ADVISORS.
CHARN SWART  --  Trustsure Financial Services
Houghton      MAP   
Services:
  • Estate Planning
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Short term insurance
  • Medical schemes
  • Group Schemes
  • Business Assurance

Business Assurance Solutions and Commercial Short Term Insurance. Preferred market segment: Professionals and Self Employed Persons
THYS WILSNACH  --  Momentum
South Crest      MAP   
Services:
  • Estate Planning
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Short term insurance
  • Medical schemes
  • Group Schemes
  • Business Assurance

Financial Planning, wealth creation and estate planning
MARIUS DE WAAL  --  Momentum Agency
Roodepoort      MAP   
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Short term insurance
  • Medical schemes
  • Group Schemes
  • Business Assurance
  • Estate Planning

Buy & Sell Agreements; Employee Benefits, Group medical Schemes
DHARMESH DAYA  --  D.K. Daya & Associates
Lenasia       MAP   
Services:
  • Estate Planning
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Short term insurance
  • Medical schemes
  • Group Schemes
  • Business Assurance

WERNER JANSEN VAN VUUREN  --  Momentum Financial Planning
Benoni      MAP   
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Group Schemes
  • Business Assurance
  • Estate Planning

Specializes in holistic financial planning, creating wealth in a tax effective manner, and protecting the wealth created by means of effective estate planning.
JACQUELINE ROBINSON  --  The Art of Wealth CC
Northriding      MAP   
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Medical schemes
  • Group Schemes
  • Business Assurance
  • Estate Planning

Offer a full comprehensive plan to cover clients for any Insurance need from risk / medical aid and Investment planning.
WINONA THOMPSON  --  Liberty Life Agency Division
JOHANNESBURG      MAP   
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Medical schemes
  • Group Schemes
  • Business Assurance
  • Estate Planning

Financial Planner of the Year 2010 Personal Analysis or Individual Risk, Investments, Estate Planning, Business Assurance & Group Scheme
LUNGISANI NHLANGULELA  --  Fnb Insurance Brokers
Johannesburg      MAP   
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Group Schemes
  • Business Assurance
  • Estate Planning

Investments & Retirement Planning
ANTON MEYER  --  Capvest Wealth Management
Sandton      MAP   
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Business Assurance
  • Estate Planning

We specialise in estate and investment planning with a unique cashflow and risk analysis model to arrive at each client's personalised asset allocation.
IVONE DOS SANTOS  --  Sanlam
Hyde Park      MAP   
Services:
  • Estate Planning
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Short term insurance
  • Medical schemes
  • Group Schemes
  • Business Assurance

Cobalt for Professionals and Business owners
TRENT HODGES  --  Discovery
Fourways      MAP   
Services:
  • Business Assurance
  • Estate Planning
  • Group Schemes
  • Investments
  • Life and Disability Assurance
  • Medical schemes
  • Offshore Investments
  • Retirement Planning
  • Short term insurance

Income Protection - Investments - Wealth Creation and Protection
ANTHONY COHEN  --  Miall Financial Services
Hurlingham      MAP   
Services:
  • Estate Planning
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Medical schemes
  • Group Schemes
  • Business Assurance

Lifestyle financial planning focusing on investments for post/pre-retirement, Business Assurance. Full spectrum of Employee Benefits, Risk & Estate Planning,
MICHELE BENATAR  --  Michele Benatar Consultants
Jhb North-East      MAP   
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Medical schemes
  • Group Schemes
  • Business Assurance
  • Estate Planning

Financial Planning.
TIAAN VENTER  --  CSM International
Brakpan / East Rand      MAP   
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Short term insurance
  • Medical schemes
  • Business Assurance
  • Estate Planning

Short term Insurance and Long term (life insurance), CSM International, Insurance is our mission.
WILLEM SMIT  --  Dinamika Makelaars
Benoni      MAP   
Services:
  • Estate Planning
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Group Schemes
  • Business Assurance

Beleggings
IAN SMITH  --  Interglobe Financial Solutions (Pty) Ltd
Houghton Estate, Johannesburg      MAP   
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Medical schemes
  • Group Schemes
  • Business Assurance
  • Estate Planning

Offshore Investments
DOYLE PEREIRA  --  MBH Financial Services
Waterkloof Ridge            
Services:
  • Investments
  • Business Assurance

'General Practitioner' or 'Provide all-round financial advice'
RENEE LEE  --  Manatee Medical Brokers
Linden      MAP   
Services:
  • Medical schemes

Manatee Medical brokers is a specialist health care intermediary assisting individuals and corporate clients with all medical aid related queries and claims
NTHABISENG BOKABA  --  Sanlam
Alberton      MAP   
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Short term insurance
  • Medical schemes
  • Business Assurance
  • Estate Planning

General Practioner, however I specialize in Retirement planning and Investment planning .
TERENCE TOBIN  --  First National Bank
Fourways      MAP   
Services:
  • Business Assurance
  • Estate Planning
  • Investments
  • Life and Disability Assurance
  • Retirement Planning
  • Short term insurance

I assist my clients in creating financial plans to meet their financial objectives through savings, tax reduction & protection plans within their affordability.
DEWALD VREY  --  D Vrey - Authorised Financial Services Provider
Florida Park      MAP   
Services:
  • Estate Planning
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Medical schemes
  • Group Schemes
  • Business Assurance

Investment Portfolio Structuring & Monitoring in line with client needs/circumstances/market conditions along " The All Weather Portfolio Philosophy."
EL  PESTANA  --  Discovery Life
Sandton      MAP   
Services:
  • Estate Planning
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Medical schemes
  • Group Schemes
  • Business Assurance

Assisting you so that you can take intelligent informed and calculated decisions on how to manage your finance. Let me help you make the right choices.
DANIEL BERNSTEIN  --  Momentum Life
Sandton            
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Short term insurance
  • Medical schemes
  • Group Schemes
  • Business Assurance
  • Estate Planning

WARREN INGRAM  --  Galileo Capital
Hyde Park, Johannesburg      MAP   
Services:
  • Life and Disability Assurance
  • Estate Planning
  • Retirement Planning
  • Investments
  • Offshore Investments
  • Short term insurance
  • Business Assurance

Retirement Planning and Investments using full financial needs analysis
MICHAEL LEWIS  --  MDL CONSULTANTS
Highlands North      MAP   
Services:
  • Estate Planning
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Medical schemes
  • Group Schemes
  • Business Assurance

A holistic approach to personal & business financial planning focusing on suitable risk cover, investment and retirement structure & implementation and service
THOMAS C STRINGFELLOW  --  Stringfellow Financial Services
Northwold      MAP   
Services:
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Group Schemes
  • Business Assurance
  • Retirement Planning
  • Estate Planning

Investment Portfolios - Local and Offshore
IAN DODDS  --  Fundamental Investments (Pty) Ltd
Rivonia      MAP   
Services:
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Medical schemes
  • Group Schemes
  • Business Assurance
  • Retirement Planning
  • Estate Planning

Employee Benefits, Private wealth management
DAVE CONNON  --  Dave Connon & Associates CC t/a Money Matters
East Rand      MAP   
Services:
  • Estate Planning
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Group Schemes
  • Business Assurance

Retirement Planning Including Corporate Group Schemes/ Defered Compensation Plans. We have been doing Financial Needs Analysis for our clients for at least 10 years.
FRANS STEYN  --  Sanlam
Sandton, Johannesburg      MAP   
Services:
  • Retirement Planning
  • Life and Disability Assurance

Advise for Newly weds, Education Planning, Endowments, and Risk products ( Life cover, Disability cover..ect)
CLIVE HARPER  --  Momentum
Northcliff      MAP   
Services:
  • Business Assurance
  • Estate Planning
  • Group Schemes
  • Investments
  • Life and Disability Assurance
  • Offshore Investments
  • Retirement Planning

Risk benefits- Investments -Pre and post retirement planning-Business assurance-Investments-Financial literacy training.
MICHAEL WESTCOTT  --  Absolut Wealth Management
Sandton      MAP   
Services:
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Group Schemes
  • Business Assurance
  • Estate Planning
  • Retirement Planning

Investments & Retirement Planning
DIRK WINTERBACH  --  Momentum
Roodepoort      MAP   
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Short term insurance
  • Medical schemes
  • Group Schemes
  • Business Assurance
  • Estate Planning

DONATIONS TO TRUSTS FOR THE BENEFIT OF ESTATE DUTIES AND TAX.
MICHAEL ATTI  --  Innov8 Bluestar Financial Advisory Services
Alberton      MAP   
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Short term insurance
  • Medical schemes
  • Group Schemes
  • Business Assurance
  • Estate Planning

Sanlam Cobalt for Professionals and Business owners - sickness benefit, 100% income protector, students at university from 4th year onwards.
WILLEM MESHACK VAN WYK  --  MAP&G FUNERAL SERVICES AND INSURANCE BROKERS
Eldorado Park      MAP   
Services:
  • Estate Planning
  • Retirement Planning
  • Life and Disability Assurance
  • Group Schemes
  • Business Assurance

Funeral Services and Insurance Brokers
VERNON  CLOETE  --  Vernon Cloete Financial Advisors
Bedfordview      MAP   
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Medical schemes
  • Group Schemes
  • Business Assurance
  • Estate Planning

Specialist in planning for Retirement and all other aspects that impact on the Retired Investor.
JARED STERN  --  Genesis Capital
Illovo/Sandton      MAP   
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Business Assurance
  • Estate Planning

I specialise in a 3 pillar approach. 1) Negative Pillar (risk related structures) 2 Positive Pillar (Investments) 3 Fiduciary Pillar (Will's and trust)
ROBIN  FISHER  --  R Fisher and Associates cc
Wendywood      MAP   
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Medical schemes
  • Group Schemes
  • Business Assurance
  • Estate Planning

Estate Structure, Planning and Investments (both Local and Offshore), Financial Planning
EVELYN HERZFELD  --  Evelyn Herzfeld Financial Planning
Paulshof, Sandton            
Services:
  • Estate Planning
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Medical schemes
  • Group Schemes
  • Business Assurance

A holistic approach to personal & business financial planning focusing on suitable risk cover, investment and retirement structure & implementation and service.
ROWAN RAATH  --  WealthWorld Financial Planning (Agency of Liberty)
Sandton, Johannesburg      MAP   
Services:
  • Estate Planning
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Medical schemes
  • Group Schemes
  • Business Assurance

Liberty Life Leader Group (Top 25 Consultants) Liberty Life Financial Planner of the Year - 2008. Visit my website for more infomation: WWW.WEALTHWORLD.CO.ZA
PALESA MAHLANGU  --  uzwano33
Boksurg      MAP   

All-round Financial Advice
KEEGAN WADE  --  Wade & Associates
Sandton, Johannesburg            
Services:
  • Business Assurance
  • Group Schemes
  • Investments
  • Life and Disability Assurance
  • Offshore Investments

General practitioner with focus on investments.
OWEN SLABBERT  --  Private Wealth Management
Hyde Park, Johannesburg      MAP   
Services:
  • Estate Planning
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Short term insurance
  • Medical schemes

RETIREMENT PLANNING, INVESTMENTS, RISK
DERICK GERBER  --  BAS4 Financial Services
Fairleads            
Services:
  • Estate Planning
  • Business Assurance
  • Group Schemes
  • Investments
  • Life and Disability Assurance
  • Medical schemes
  • Offshore Investments
  • Retirement Planning
  • Short term insurance

Comprehensive Financial Estate Analysis with the use of Trusts as a tax efficient vehicle, where appropriate.
CHARLES CHINYEMBA  --  Old Mutual
Northcliff      MAP   
Services:
  • Estate Planning
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Short term insurance
  • Medical schemes
  • Group Schemes
  • Business Assurance

Insurance
PAUL RUBINSTEIN  --  Momentum Life
Sandton      MAP   
Services:
  • Estate Planning
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Short term insurance
  • Medical schemes
  • Group Schemes
  • Business Assurance

Estate planning, retirement planning, business assurance planning
LEERON MAZOR  --  Green Grass Wealth Management
Norwood, Johannesburg      MAP   
Services:
  • Business Assurance
  • Estate Planning
  • Group Schemes
  • Investments
  • Life and Disability Assurance
  • Medical schemes
  • Offshore Investments
  • Retirement Planning

Wealth Management, Retirement Planning, Investment planning, Family Philanthropy,Succession planning, Estate Planning, .
SHANEEN  ABRAMS  --  Worksite Marketing
Spartan      MAP   
Services:
  • Estate Planning
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Group Schemes
  • Business Assurance

We specialise in the design and implimentation of Group Burial Schemes. We perform the function for employers, brokers, informal sector groups.
THEO AGENBAG  --  Sanlam
Kempton Park      MAP   
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Short term insurance

After 23 years in this industry, I can cover all areas but love the investment and riskcover, death and disability , side
GRAEME FRASER  --  RandMetro Financial Advisory Services CC
Northcliff      MAP   
Services:
  • Investments
  • Offshore Investments
  • Short term insurance
  • Business Assurance
  • Retirement Planning
  • Life and Disability Assurance
  • Estate Planning

Tax and Retirement Planning
MARISA COOK  --  Discovery Financial Consultants
Fourways      MAP   
Services:
  • Estate Planning
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Medical schemes
  • Group Schemes
  • Business Assurance

Financial and risk planning. Building personal relationships and advising according to each person''s specific needs and affordability,
ANTONY  BRADY  --  Brady Financial Planning
Randpark Ridge, Johannesburg      MAP   
Services:
  • Business Assurance
  • Estate Planning
  • Group Schemes
  • Investments
  • Life and Disability Assurance
  • Medical schemes
  • Offshore Investments
  • Retirement Planning
  • Short term insurance

Holistic, pro-active Financial Planning- specialising in helping you achieve your investment goals.
MARK KOTLAR  --  Momentum
Sandton      MAP   
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Short term insurance
  • Medical schemes
  • Group Schemes
  • Business Assurance
  • Estate Planning

Technical analysis of benefits versus cost and accurate financial plans.
PIET SCHOLTZ  --  PS Financial Services
Houghton      MAP   
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Short term insurance
  • Medical schemes
  • Group Schemes
  • Business Assurance
  • Estate Planning

Investments, retirement planning, business insurance and group schemes
STEPHEN CHOWLES  --  Momentum
Sandton      MAP   
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Short term insurance
  • Medical schemes
  • Group Schemes
  • Business Assurance
  • Estate Planning

ALLAN SHINE  --  1.618 Financial Services
Strubensvalley      MAP   
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Short term insurance
  • Medical schemes
  • Group Schemes
  • Business Assurance
  • Estate Planning

Insurance and Estate Planning. Advanced investements and Portfolio managment. Tax efficiency and general wealth management. Pension funds and group life.
HEATHER ROBERTSON  --  BLINK Financial Planning & Wealth Management
Sandton, Johannesburg      MAP   
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Medical schemes
  • Group Schemes
  • Business Assurance
  • Estate Planning

In-depth discussion and analysis, allowing for a personalised solution designed around your specific financial goals. Visit www.blinkconsulting.co.za
DEE SUNNY  --  Borland Financial Services - FIRSTGLOBAL GROUP
Head Office: Durban      MAP   
Services:
  • Life and Disability Assurance
  • Medical schemes

Medical Schemes, Life & Disability
LICHABA MOHOTO  --  Lichaba Mohoto Brokers
Aukland Park      MAP   
Services:
  • Estate Planning
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Medical schemes
  • Group Schemes
  • Business Assurance

Medical Aid & Life Insurance
CARON  EHLERS  --  Prestige Wealth Managers (Pty) Ltd
Benoni      MAP   
Services:
  • Life and Disability Assurance
  • Estate Planning
  • Retirement Planning
  • Investments
  • Offshore Investments
  • Short term insurance
  • Medical schemes
  • Group Schemes
  • Business Assurance

I am a Certified Financial Planner who specialises in Personal and Business assurance. I am also an individual tax specialist with over 20 years experience.
JASON RAATH  --  Aircrew Financial Services (Pty) Ltd
Fourways      MAP   
Services:
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Medical schemes
  • Group Schemes
  • Business Assurance
  • Estate Planning

Personal Life, Disbility and Investment planning as well as Business Assurance.
We also offer a full range of offshore investment options.
LESLIE STEMELA  --  Old Mutual
Sandton, Johannesburg      MAP   
Services:
  • Estate Planning
  • Retirement Planning
  • Life and Disability Assurance
  • Investments
  • Offshore Investments
  • Short term insurance
  • Medical schemes
  • Business Assurance

All areas of personal financial planning
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FEATURED FINANCIAL ADVISORS
bullet LUNGISANI NHLANGULELA
Mr. Lungisani Nhlangulela
Lungisani's Specialisation:
Investments & Retirement Planning
Lungisani is on
Dial Code: 011 Other 		Broker details
bullet IAN DODDS
Mr Ian Dodds
Ian's Specialisation:
Employee Benefits, Private wealth management
Ian is on
Dial Code: 011 Sandton 		Planner info
bullet PALESA MAHLANGU
Featured Financial Advisor
Palesa's Specialisation:
All-round Financial Advice
Palesa is on
Dial Code: 011 East Rand 		Broker info
 

 

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