Celebrating 20 Years of Excellence
Hear it from our clients
Johnnie Roelofse is my Finasiële Adviseur vir die afgelope 25-jaar. Gedurende hierdie tyd het hy vir my goeie leiding gegee met my finansies.
Hy is baie betroubaar in die opsig dat hy nie oorhastige en wilde besluite neem nie en ek word altyd geken in sy besluite. Hy konsulteer my gereeld oor die stand van my finansies en gee ook ‘n skriftelike verslag van alles wat bespreek word met so ‘n konsultasie.
Johnnie is altyd beskikbaar sou ek sy raad nodig hê. Hy altyd professioneel, maar daar is altyd ‘n warmte in sy optrede, jy is nie net ‘n nommer nie
Ek sal Johnnie enige tyd aanbeveel vir enigiemand.
My family and I have been with JWR for many years, and we have been very happy with the service we’ve received, especially from our advisor, Jana Taute. Jana has consistently provided us with support, always reaching out to check in and offering quick assistance whenever we need to make changes. The funds have been performing well, and it has been reassuring to know that we can rely on Jana and JWR for timely advice and action. I have, and will continue to, recommend Jana and JWR to anyone seeking financial advice.
JWR Financial Services provide all my needs in retirement as my Wealth Manager.
They are owner managed, which is my preferred type of business with which to deal. Their service is excellent and the advice that they give is both suitable and appropriate to a person with my needs at this stage of my life.
I recommend them highly.
Ek ken Johnnie al vir byna veertig jaar, sedert hy ‘n leerder en later hoofseun van Durbanville Hoërskool was. Ons paaie het weer gekruis met die stigting van Curro toe JWR die voorsorgfonds vir ons onderwysers behartig het. Sedertdien het ek en my drie stigtersvennote besluit om hom ook met ons persoonlike finansies en beleggings te vertrou.
Saam met JWR en sy span uitgesoekte personeel het ons beleggings – oor die afgelope twintig jaar deur moeilike tye nie net gegroei nie, maar het JWR se persoonlike sorg op gereelde basis my voortdurend op hoogte gehou van presies hoe elke aspek van my finansies daarna uitsien. Goeie raad ten opsigte van die diversifisering van beleggings het gesorg dat ek persoonlik, asook my gesin, die toekoms met geruste hart tegemoet kan gaan.
JWR hanteer tans ook die finansies van my getroude dogters en hulle gesinne. Ek verwys al vir 25 jaar sonder enige huiwering vriende, familie en kennisse na JWR as finansiële adviseurs en kan almal altyd verseker dat hulle finansies op ‘n eerlike, openhartige en wyse manier bestuur sal word.
Uitstekende diens is waarvoor JWR staan!
My journey with Johnnie and his JWR team started many years ago, when I was referred to their expertise. During these years JWR has been steadfast in both their support and proficiency.
My regular meetings with Johnnie have been informative, and he has always been willing to explain matters such that I could grasp underlying principles. The JWR support team have been exemplary in their follow-up and support, often reminding me of discussed matters that had slipped my mind. Despite recent difficult financial- and economic times, JWR continues delivering satisfactory growth.
I have also been satisfied with the team at JWR Risk since moving my short-term insurance needs to them.
For their personal and professional touch, I can only recommend JWR for anybody looking for knowledgeable financial- and asset managers.
I have been with JWR for the past four years, and have received excellent service throughout this period. From the very beginning, they took a thoughtful and meticulous approach to understanding my unique financial situation and carefully tailoring their recommendations to align with my specific needs and goals. Over the years I have seen great results and growth, while having peace of mind that my financial affairs are in sound hands. I highly recommend JWR to anyone looking for long-term trusted, expert financial and wealth management.
JWR has been our trusted one-stop shop for the past eight years, offering holistic, well-structured financial planning and solutions, from investments to both short- and long-term insurance. Our investments have performed exceptionally well under their guidance. Marinus, in particular, provides outstanding service with prompt and professional responses to all our needs.
See it in our numbers
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