Financial Planning

JWR Financial Services

With the necessary advice and guidance, the future doesn’t have to be uncertain.

“Your future is created by what you do today, not tomorrow.” 
– Robert Kiyosaki (Rich Dad, Poor Dad)

The creation of wealth is something that can happen every day of your life, and with adequate financial planning you can ensure that it becomes an ongoing journey.

Our comprehensive financial planning and guidance are aimed at helping you make the most of your current financial situation while laying the foundation for the future of your whole family. From daily goals to those that you have to work towards over a lifetime, we help you map your way to the best financial future possible, assisting you in reaching those goals every step of the way.

Individuals and Families

Investment Planning

Are your investments setup and optimised in order for them to reach the goals they are set out to achieve?

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Retirement Planning

When you consider the quality of life you want to maintain, are you truly saving enough for retirement?

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Estate Planning

Have you taken the time to consider what happens to your assets and liabilities when you die?

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Risk Planning

Do you have the necessary cover in place to protect you in the event of unforeseen life altering events?

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Businesses &
Business Owners

Corporate Risk & Investment Planning

Can you ensure the continuation of your business upon the death of a shareholder or key role player?

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Employee Benefits

Are you providing your employees with the means to safeguard their retirement and the future of their families?

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Intermediary Services and Aftercare

Ever wished you had more time to get to the things that really matter? ​

We can assist with Day-to-day Management and Admin Services.

We also assist with frequent revision​ to make sure your investments are still adequate in a world that keeps on changing.

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