An authorised Financial Services Provider

JMFS

 

FINANCIAL ADVISORY & BROKER SERVICES

ABOUT US

Our main purpose is to educate and guide clients in making the right choices. We are passionate about the wellbeing of our clients and are assisting in any way we possibly can.

We are helping clients to make informed decisions regarding healthcare, asset protection (business and personal), portfolio construction in line with every individuals’ risk profile, planning for retirement, short term and medium term savings, life cover, disability and severe illness needs. Furthermore, we conduct a full analysis of the estate and assist in the drafting of a valid will to ensure that the legacy of the testator and testatrix will be inherited as per their wishes.

We value our clients as the most important commodity in our business and we are committed to serve them to the best of our ability.

“One call takes care of it all”

Qualification and experience

of representatives

Johan Marais is qualified as a Certified Financial Planner and obtained a Post Graduate Diploma in Financial Planning Law at the University of the Free State. Johan Marais has started his career with Sanlam in 1992 and does have more than 30 years of experience in the industry.

Johan Marais, CERTIFIED FINANCIAL PLANNER @ JMFS

 

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COMPLIANCE

Johan Marais Financial Services does comply with the FAIS (Financial Advisory and Intermediary Services Act) legislation and is an authorized financial services provider with license nr. 21024.

We make use of MASTHEAD as our compliance officers, which provide JMFS with services such as compliance, practice management and technology support.

MEET THE TEAM

Johan Marais

Johan Marais

Owner & Certified Financial Planner

Daleen Marais

Daleen Marais

Short Term Insurance Administrator

Vicki Oelofse

Vicki Oelofse

Personal Assistant and Medical Aid Specialist

Mariëtte vd Merwe

Mariëtte vd Merwe

Administration Manager

Lenie Du Preez

Lenie Du Preez

Financial Manager

Johan Marais

Johan Marais

Owner & Certified Financial Planner

Daleen Marais

Daleen Marais

Short Term Insurance Administrator

Vicki Oelofse

Vicki Oelofse

Personal Assistant and Medical Aid Specialist

Lenie Du Preez

Lenie Du Preez

Financial Manager

Mariëtte van der Merwe

Mariëtte van der Merwe

Administration Manager

GET IN TOUCH

EMAIL US

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CONTACT DETAILS

 

 

Phone: 023 614 1074 / 023 347 6483

Email: info@jmfs.co.za

Trading hours: Monday-Thursday 08h00 – 16h30

Friday 08h00 – 13h00

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