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THE DIRECTORY OF CHOICETM
A Selection of the Best JOHANNESBURG Financial Advisors

MDL CONSULTANTS
#
Highlands North
Mr. Michael Lewis

Michael Lewis

 A holistic approach to personal & business financial planning focusing on suitable risk cover, investment and retirement structure & implementation and service

  • Retirement Planning,Life and Disability Assurance,Investments,Medical schemes,Group Schemes,Business Assurance,Estate Planning


Momentum Life
#
Sandton
Mr Daniel Bernstein

Daniel Bernstein

 

  • Retirement Planning,Life and Disability Assurance,Investments,Offshore Investments,Short term insurance,Medical schemes,Group Schemes,Business Assurance,Estate Planning


Featured Financial Advisor

Duncan Fraser

 Investments, Life Assurance, disability cover, dread disease, offshore investments, keyman assurance, business assurance, pension funds and provident funds.

  • Retirement Planning,Life and Disability Assurance,Investments,Offshore Investments,Group Schemes,Business Assurance,Estate Planning


 Donavan Maree

Donavan Maree

 Perform a 5 Minute Financial Health Check to help you determine your immediate priorities.
Perform a Financial Audit to assess vulnerabilities and opportunities

  • Retirement Planning,Life and Disability Assurance,Investments,Offshore Investments,Business Assurance,Estate Planning


Discovery
#
Gauteng
 Adrian Butcher

Adrian Butcher

 Financial Advisor specialising in business assurance, retirement planning and investments. Giving advise on all Discovery products

  • Retirement Planning,Life and Disability Assurance,Investments,Offshore Investments,Short term insurance,Medical schemes,Group Schemes,Business Assurance,Estate Planning


Momentum
#
Sandton
Mr Stephen Chowles

Stephen Chowles

 

  • Retirement Planning,Life and Disability Assurance,Investments,Offshore Investments,Short term insurance,Medical schemes,Group Schemes,Business Assurance,Estate Planning


 Michael Lopes

Michael Lopes

 Tailored Investment Planning, Retirement Planning, Estate Planning. Corporate Investment Planning and Business Assurance

  • Retirement Planning,Life and Disability Assurance,Investments,Offshore Investments,Group Schemes,Business Assurance,Estate Planning


Old Mutual
#
Sandton
 Nicholas Rebelo

Nicholas Rebelo

 Investment/Retirement Planning

  • Retirement Planning,Life and Disability Assurance,Investments,Offshore Investments,Short term insurance,Medical schemes,Business Assurance,Estate Planning


Mrs. Marisa Cook

Marisa Cook

 Financial and risk planning. Building personal relationships and advising according to each person''s specific needs and affordability,

  • Retirement Planning,Life and Disability Assurance,Investments,Offshore Investments,Short term insurance,Medical schemes,Group Schemes,Business Assurance,Estate Planning


Mrs. Caron Ehlers

Caron Ehlers

 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.

  • Retirement Planning,Life and Disability Assurance,Investments,Offshore Investments,Short term insurance,Medical schemes,Group Schemes,Business Assurance,Estate Planning


Mr. Charles Chinyemba

Charles Chinyemba

 Insurance

  • Retirement Planning,Life and Disability Assurance,Investments,Short term insurance,Medical schemes,Group Schemes,Business Assurance,Estate Planning


 Warren Basel

Warren Basel

 Risk, Investment And Estate Planning

  • Retirement Planning,Life and Disability Assurance,Investments,Offshore Investments,Short term insurance,Medical schemes,Group Schemes,Business Assurance,Estate Planning


 Dewald Vrey

Dewald Vrey

 Investment Portfolio Structuring & Monitoring in line with client needs/circumstances/market conditions along " The All Weather Portfolio Philosophy."

  • Retirement Planning,Investments,Estate Planning,Life and Disability Assurance,Medical schemes,Business Assurance,Offshore Investments,Group Schemes


 Michele Benatar

Michele Benatar

 Financial Planning.

  • Retirement Planning,Life and Disability Assurance,Investments,Offshore Investments,Medical schemes,Group Schemes,Business Assurance,Estate Planning


Discovery
#
Fourways
Mr. Trent Hodges

Trent Hodges

 Trent Hodges, CFP® - Has never lost at a game of Monopoly, that is where his passion for investments started.

  • Retirement Planning,Investments,Estate Planning,Life and Disability Assurance,Business Assurance,Offshore Investments,Group Schemes


Mr. Michael Westcott

Michael Westcott

 Investments, Retirement Planning & Estate Planning

  • Retirement Planning,Life and Disability Assurance,Investments,Offshore Investments,Group Schemes,Business Assurance,Estate Planning


RBi Consult
#
West Rand
 Ernie van Biljon

Ernie van Biljon

 PPS Income protection for Professionals.
Discovery Integration - how to maximize your benefits.
Unit Trust Investments - LISPs

  • Retirement Planning,Investments,Estate Planning,Life and Disability Assurance,Medical schemes,Short term insurance,Business Assurance,Offshore Investments,Group Schemes


Sanlam
#
Hyde Park
Miss Ivone dos Santos

Ivone dos Santos

 Tax Returns and Cobalt for Professionals and Business owners

  • Retirement Planning,Life and Disability Assurance,Investments,Short term insurance,Medical schemes,Group Schemes,Business Assurance,Estate Planning


Mrs Dee Sunny

Dee Sunny

 Medical Schemes, Life & Disability

  • Life and Disability Assurance,Medical schemes


 Rene Maritz

Rene Maritz

 Financial Planning,
Long Term Risk Assessment,
Result Focused Investing,
Performance Reporting,
Retirement Income Analysis.

  • Retirement Planning,Life and Disability Assurance,Investments,Medical schemes,Group Schemes,Business Assurance,Estate Planning


 Paul Fyfe

Paul Fyfe

 Life and Disability Assurance, Retirement Planning, Investment Plans, Estate Planning, Wills, Deceased Estates and Trusts

  • Retirement Planning,Life and Disability Assurance,Investments,Offshore Investments,Business Assurance,Estate Planning


Revolution Wealth
#
Fairleads
Mr. Derick Gerber

Derick Gerber

 Our Clients prefer: Fees -Based Financial Advice as opposed to comm.based selling of products. Financial Planning based on fees is the future of this Industry!

  • Retirement Planning,Life and Disability Assurance,Investments,Offshore Investments,Short term insurance,Medical schemes,Group Schemes,Business Assurance,Estate Planning


Momentum Life
#
Sandton
Mr Paul Rubinstein

Paul Rubinstein

 Estate planning, retirement planning, business assurance planning

  • Retirement Planning,Life and Disability Assurance,Investments,Offshore Investments,Short term insurance,Medical schemes,Group Schemes,Business Assurance,Estate Planning


Featured Financial Advisor

Nikki Gajoo

 Investments-local and offshore, Pre and Post Retirement planning

  • Retirement Planning,Investments,Offshore Investments,Business Assurance,Estate Planning


CSM International
#
Brakpan / East Rand
Mnr. JP Stickling

JP Stickling

 Short term Insurance and Long term (life insurance), CSM International, Insurance is our mission.

  • Retirement Planning,Life and Disability Assurance,Investments,Short term insurance,Medical schemes,Business Assurance,Estate Planning


 Dave Connon

Dave Connon

 Pre and Post retirement Planning Including Corporate Group Schemes. We have been doing Financial Needs Analysis for our clients for at least 15 years.

  • Retirement Planning,Life and Disability Assurance,Investments,Offshore Investments,Group Schemes,Business Assurance,Estate Planning


Stringfellow Group
#
North Riding
 Thomas Stringfellow

Thomas Stringfellow

 Investments - Managing fund(s) that has been crowned as the best in its sector

  • Retirement Planning,Life and Disability Assurance,Investments,Offshore Investments,Group Schemes,Estate Planning


 GERT C.F. DU PLOOY

GERT C.F. DU PLOOY

 Life cover, Investments, Short Term Insurance, Medical aid, Wills, Funeral Cover, Buy & Sell Keyman Insurance, Contingent Liability

  • Retirement Planning,Life and Disability Assurance,Investments,Short term insurance,Medical schemes,Group Schemes,Business Assurance,Estate Planning


 Karen Van Rooyen

Karen Van Rooyen

 Investments & Retirement Planning

  • Retirement Planning,Investments,Estate Planning,Life and Disability Assurance,Medical schemes,Business Assurance,Offshore Investments,Group Schemes


 Sam Petersen

Sam Petersen

 I strive to enrich the lives of my clients and their loved ones with comprehensive financial planning.

  • Retirement Planning,Life and Disability Assurance,Investments,Offshore Investments,Short term insurance,Medical schemes,Group Schemes,Business Assurance,Estate Planning


Interglobe Financial Solutions (Pty) Ltd
#
Houghton Estate, Johannesburg
Featured Financial Advisor

Ian Smith

 Offshore Investments

  • Retirement Planning,Life and Disability Assurance,Investments,Offshore Investments,Medical schemes,Group Schemes,Business Assurance,Estate Planning


Featured Financial Advisor

Graeme Fraser

 Tax and Retirement Planning

  • Retirement Planning,Life and Disability Assurance,Investments,Offshore Investments,Short term insurance,Business Assurance,Estate Planning


Featured Financial Advisor

Dharmesh Daya

 

  • Retirement Planning,Life and Disability Assurance,Investments,Offshore Investments,Short term insurance,Medical schemes,Group Schemes,Business Assurance,Estate Planning


 Chris Chikumba

Chris Chikumba

 *Provide All Round Financial Advice *Recruitment of Financial Planners/Brokers

  • Retirement Planning,Life and Disability Assurance,Investments,Short term insurance,Medical schemes,Group Schemes,Business Assurance,Estate Planning


 Byron Pogir

Byron Pogir

 We provide individual & corporate clients with a range of financial consulting services in the fields of employee benefits, asset management & life & investment

  • Retirement Planning,Life and Disability Assurance,Investments,Group Schemes


Discovery
#
Roodepoort
 Marius de Waal

Marius de Waal

 Buy & Sell Agreements; Employee Benefits, Group medical Schemes

  • Retirement Planning,Life and Disability Assurance,Investments,Offshore Investments,Short term insurance,Medical schemes,Group Schemes,Business Assurance,Estate Planning


Momentum
#
South Crest
Mr Thys Wilsnach

Thys Wilsnach

 Financial Planning, wealth creation and estate planning

  • Retirement Planning,Life and Disability Assurance,Investments,Short term insurance,Medical schemes,Group Schemes,Business Assurance,Estate Planning


Sanlam
#
Kempton Park
Featured Financial Advisor

Theo Agenbag

 After 23 years in this industry, I can cover all areas but love the investment and riskcover, death and disability , side

  • Retirement Planning,Life and Disability Assurance,Investments,Short term insurance


Mr. Liron Mazor

Liron Mazor

 Investment Planning, Retirement Planning, Death and Disability policies

  • Business Assurance,Investments,Life and Disability Assurance,Offshore Investments,Retirement Planning


Miss Evelyn Herzfeld

Evelyn Herzfeld

 A holistic approach to personal & business financial planning focusing on suitable risk cover, investment and retirement structure & implementation and service.

  • Retirement Planning,Life and Disability Assurance,Investments,Offshore Investments,Medical schemes,Group Schemes,Business Assurance,Estate Planning


Mr. Antony Brady

Antony Brady

 Holistic, pro-active Financial Planning - specialising in helping you achieve your investment goals.

  • Retirement Planning,Life and Disability Assurance,Investments,Offshore Investments,Short term insurance,Medical schemes,Group Schemes,Business Assurance,Estate Planning


Old Mutual
#
Sandton, Johannesburg
Mr. Leslie Stemela

Leslie Stemela

 All areas of personal financial planning

  • Business Assurance,Estate Planning,Investments,Life and Disability Assurance,Medical schemes,Offshore Investments,Retirement Planning,Short term insurance


Mr. Anthony Cohen

Anthony Cohen

 Lifestyle Financial Planning focusing on post/pre-retirement, Business Assurance, Individual Risk & Estate Planning. Specialist Employee Benefits Division.

  • Retirement Planning,Life and Disability Assurance,Investments,Offshore Investments,Medical schemes,Group Schemes,Business Assurance,Estate Planning


 Grace Van Zyl

Grace Van Zyl

 Independent fee-based financial planner providing holistic lifestyle financial planning enabling clients to turn their dreams into reality

  • Retirement Planning,Life and Disability Assurance,Investments,Offshore Investments,Short term insurance,Medical schemes,Group Schemes,Business Assurance,Estate Planning


Mr. Allan Shine

Allan Shine

 Insurance and Estate Planning. Advanced investements and Portfolio managment. Tax efficiency and general wealth management. Pension funds and group life.

  • Retirement Planning,Life and Disability Assurance,Investments,Offshore Investments,Short term insurance,Medical schemes,Group Schemes,Business Assurance,Estate Planning


 Marilise Bernard

Marilise Bernard

 I have a passion for real life risk and cash flow management for professional single working mothers and SME owners in need of practical financial advice.

  • Retirement Planning,Life and Disability Assurance,Investments,Offshore Investments,Short term insurance,Medical schemes,Group Schemes,Business Assurance,Estate Planning


Private Wealth Management
#
Hyde Park, Johannesburg
Featured Financial Advisor

Owen Slabbert

 RETIREMENT PLANNING, INVESTMENTS, RISK

  • Retirement Planning,Life and Disability Assurance,Investments,Offshore Investments,Short term insurance,Medical schemes,Estate Planning


Wade & Associates
#
Sandton, Johannesburg
Mr Keegan Wade

Keegan Wade

 General practitioner with focus on investments.

  • Life and Disability Assurance,Investments,Offshore Investments,Group Schemes,Business Assurance


Hereford Group
#
Bryanston
 Carina Knill

Carina Knill

 Investments, tax and legal planning, asset allocation, risk management, retirement planning and estate planning.

  • Retirement Planning,Life and Disability Assurance,Investments,Offshore Investments,Short term insurance,Medical schemes,Group Schemes,Business Assurance,Estate Planning


Mr. Vernon Cloete

Vernon Cloete

 Specialist in planning for Retirement and all other aspects that impact on the Retired Investor.

  • Retirement Planning,Life and Disability Assurance,Investments,Offshore Investments,Medical schemes,Group Schemes,Business Assurance,Estate Planning


Liberty Life
#
Northcliff
 Timothy Ross

Timothy Ross

 Retirement and Lump Sum Investments

  • Retirement Planning,Life and Disability Assurance,Investments,Offshore Investments,Medical schemes,Group Schemes,Business Assurance,Estate Planning


The Art of Wealth CC
#
Northriding
Ms. Jacqueline Robinson

Jacqueline Robinson

 Offer a full comprehensive plan to cover clients for any Insurance need from risk / medical aid and Investment planning.

  • Retirement Planning,Life and Disability Assurance,Investments,Offshore Investments,Medical schemes,Group Schemes,Business Assurance,Estate Planning


Featured Financial Advisor

Piet Scholtz

 Investments, retirement planning, business insurance and group schemes

  • Retirement Planning,Life and Disability Assurance,Investments,Offshore Investments,Short term insurance,Medical schemes,Group Schemes,Business Assurance,Estate Planning