Services - JWR Group

Your end-to-end financial partner.

Your end-to-end financial partner

By creating a family of specialised entities, we are able to provide expert solutions across a broad range of financial services, ensuring that your needs are met with precision and care.

Discover

Our first step is always a conversation. We take the time to understand your goals, current financial situation, and what matters most to you. This sets the foundation for a meaningful and effective financial partnership.

Plan

With a clear understanding of your needs, we develop your personalised financial strategy. Whether it involves investment planning, life cover, retirement planning, or a full financial plan – we’ll guide you through the strategy with clarity and confidence.

Implement

Once you’re comfortable with the plan, we handle the implementation—submitting paperwork, coordinating details, and ensuring everything runs smoothly from start to finish.

Review

This is where the real long-term work begins. We regularly review and adjust your plan to ensure it stays relevant to your life, your goals, and the ever-changing financial landscape.

Our Service Areas

We provide a broad range of independent financial services, offering a one-stop shop to support you in achieving long-term financial success and security.

Comprehensive Financial Planning

Investment Planning

Retirement Planning:
Pre- & Post-Retirement

Forex Trades

Income Protection &
Life Insurance

Medical Aid & Gap Cover

Estate Planning &
Generational Wealth Transfer*

Offshore Structuring &
Tax Optimisation*

Tax, Estate
& Trust Administration*

Business Insurance
& Succession Planning

Employee Benefit Solutions

Short-term Insurance

*These services are offered in collaboration with our associates.

The Group consists of three specialised entities, working together to serve clients holistically.

Financial Planning and Wealth Management for individuals, families and businesses.

Short-term insurance for individuals and businesses.

Specialised investment solutions.

Our Clients

By offering family office services that evolve with you through every life stage, we create partnerships that goes beyond the immediate, providing expert guidance now, and for generations to come.

Professionals

Personal financial guidance to help you build, preserve, and protect wealth at every stage of your career and life.

Retirees

Ensure a sustainable income and effective wealth management, so you can enjoy a comfortable and secure retirement.

Business Owners

Strategic financial guidance to support growth, succession, and long-term success.

Families

Navigate life’s milestones, protect family assets, and ensure secure wealth transfer to future generations.

Our Product Partners