A Selection of the Best JOHANNESBURG Financial Advisors

Old Mutual

Sandton, Johannesburg

Leslie Stemela

SPECIALITY: All areas of personal financial planning

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

Evelyn Herzfeld Financial Planning

Paulshof, Sandton

Evelyn Herzfeld

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

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

Prestige Wealth Managers (Pty) Ltd

Benoni

Caron Ehlers

SPECIALITY: 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, Life and Disability, Investments, Offshore Investment, Short-term insurance, Medical schemes, Group Schemes, Business Assurance, Estate Planning

Longterm Interactive Allied Investments

Johannesburg

Kerry Moss

SPECIALITY: We are an independent family brokerage representing 15 Insurers & combined experience of 50 years in Financial Planning.

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

Andrew Pollock Accounting Services CC

Highlands North

Andrew Pollock

SPECIALITY: Provide all-round financial advice through Discovery Attooh.

Retirement, Investments, Life and Disability, Medical schemes, Short-term insurance, Business Assurance, Offshore Investment, Group Schemes

D.K. Daya & Associates

Lenasia

Dharmesh Daya

SPECIALITY: Financial Planning

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

Gray Capital

Bryanston

Trent Hodges

SPECIALITY: Trent Hodges (MBA, CFP®) Investments and Wealth Management

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

Opulentus Wealth Management

Sunninghill

Nikki Gajoo

SPECIALITY: Investments-local and offshore, Pre and Post Retirement planning, Fee based financial planning, Financial coaching

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

PSG Wealth

Hyde Park

Arnaud Malherbe

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

DBF Financial Planning & Wealth Solutions CC

Randpark Ridge

Duncan Fraser

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

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

EQ-Fin

Bryanston

Quentin Binneman

SPECIALITY: Creating and preserving wealth for individuals of all income groups. Setting financial goals and reaching these goals and essentially creating financial freedom

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

Heritage Financial Consultants Pty Ltd

Sandown, Johannesburg

Anthony Cohen

SPECIALITY: All round but specialise on Business assurance, Retirement planning and Investments

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

Wade & Associates

Sandton, Johannesburg

Keegan Wade

SPECIALITY: General practitioner with focus on investments.

Retirement, Investments, Offshore Investment, Estate Planning

Status Wealth BlueStar

Springs

Jaco Marais

SPECIALITY: Retirement, Life and Disability, Investments,Offshore Investment, Short-term insurance, Medical schemes, Group Schemes,Business Assurance, Estate Planning

Retirement, Investments, Estate Planning, Life and Disability, Short-term insurance, Business Assurance, Group Schemes

Astra Wealth Financial Services

Rivonia

Ashley Panday

SPECIALITY: Investments, Retirement Planning, Medical Aid, Commercial Insurance, Car & Household insurance, Life and Disability insurance, Income Replacement.

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

PS Financial Services

Houghton

Piet Scholtz

SPECIALITY: Investments, retirement planning, business insurance and group schemes

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

The Art of Wealth CC

Northriding

Jacqueline Robinson

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

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

D Vrey - Authorised Financial Services Provider

Florida Park

Dewald Vrey

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

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

Heritage Financial Consultants

Hyde Park

Anthony Cohen

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

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

Securitas Financial Group

Monument

Vanessa Satsha

SPECIALITY: Specialize in Medical aid advisory and support as well as provide daily services for members under us | Short term insurance advisory and daily support | Life cover

Retirement, Investments, Life and Disability, Medical schemes, Short-term insurance, Group Schemes

Vernon Cloete Financial Advisors

Edenvale

Vernon Cloete

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

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

Discovery Financial Consultants

Randburg

Marisa Cook

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

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

Aspire Wealth Management

Benoni

Grace Van Zyl

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

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

Absolut Wealth Management

Sandton

Ryan Field

SPECIALITY: Holistic Financial Planning, Post Retirement Structuring, Pre Retirement Structuring, Voluntary Investments, Offshore Investments

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

Momentum

Sandton

Stephen Chowles

SPECIALITY: Financial Planning

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

Sanlam

Kempton Park

Theo Agenbag

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

Retirement, Life and Disability, Investments, Short-term insurance

Wealth Solutions Capital

Bedfordview

Michael Lopes

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

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

RandMetro Financial Advisory Services CC

Northcliff

Graeme Fraser

SPECIALITY: Tax and Retirement Planning

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

Momentum

South Crest

Thys Wilsnach

SPECIALITY: Financial Planning, wealth creation and estate planning

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

Borland Financial Services - FIRSTGLOBAL GROUP

La Lucia

Dee Sunny

SPECIALITY: Medical Schemes, Life & Disability

Life and Disability, Medical schemes

Antony Brady

Northcliff

Antony Brady

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

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

Momentum Life

Sandton

Daniel Bernstein

SPECIALITY: Financial Planning

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

Michele Benatar Consultants

Jhb North-East

Michele Benatar

SPECIALITY: Financial Planning.

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

Ferox

Krugersdorp

Johan Britz

SPECIALITY: Insurance and Investment Consulting, Independent Financial Advisors

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

Villic Wealth (Pty) Ltd

Morningside

James Vigne

SPECIALITY: INVESTMENTS including Pre- & Post- RETIREMENT PLANNING. Retirement Plans are comprehensive & tailored to every client’s needs. STEWARDING your wealth.

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

CARE LINE FINANCIAL SERVICES

ALBERTON

Gert C.f. Du Plooy

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

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

Liberty

Bedfordview

Mauritz Joubert

SPECIALITY: Investment Planning including offshore investments, Estate Planning, Life Assurance, Retirement Planning and Business Assurance

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

Momentum Life

Sandton

Paul Rubinstein

SPECIALITY: Estate planning, retirement planning, business assurance planning

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

SFP Wealth – Dave Connon & Associates Office

East Rand

Dave Connon

SPECIALITY: 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, Life and Disability, Investments, Offshore Investment, Group Schemes, Business Assurance, Estate Planning