Best financial advisors in Johannesburg: find options near you
Navigating the complexities of personal finance can be a daunting task for many. In Johannesburg, where economic landscapes are constantly evolving, it's essential to have access to expert guidance. Fortunately, there exists a pool of talented financial strategists who possess the knowledge and experience to help individuals achieve their financial goals.
Identifying the most reputable and effective wealth management professionals can be challenging. This list has been carefully curated, considering factors such as industry recognition, client satisfaction, and a proven track record of success in helping clients navigate various financial situations.
- Discover 10 outstanding options for financial advisors in Johannesburg
- How to find your ideal financial advisor at the best price in Johannesburg?
- Catalog of services offered by financial advisors in Johannesburg
-
Frequently asked questions about financial advisors in Johannesburg
- What are the main services offered by financial advisors in Johannesburg?
- How do I choose the right financial advisor for me?
- What qualifications should I look for in a financial advisor?
- What is the role of a financial advisor in retirement planning?
- How are financial advisor fees structured?
- What is investment management, and how do financial advisors help?
- Can a financial advisor help me with estate planning?
- What are the benefits of working with a financial advisor?
- How often should I meet with my financial advisor?
- What is the importance of open communication with my financial advisor?
Discover 10 outstanding options for financial advisors in Johannesburg
Here are 10 outstanding options for financial advisors in Johannesburg based on value for money:
1. Jeffcott Financial Services
Tuesday: 08:00–17:00
Wednesday: 08:00–17:00
Thursday: 08:00–17:00
Friday: 08:00–17:00
Saturday: Closed
Sunday: Closed
Jeffcott Financial Services appears to be a reliable choice for individuals seeking financial guidance. Their commitment to clear communication and patient service is evident in customer testimonials.
Customers consistently praise the expertise and professionalism of their advisors, particularly mentioning Thabiso Ndlovu‘s ability to explain complex financial concepts in an understandable manner. This suggests that Jeffcott Financial Services prioritizes client understanding and satisfaction.
2. Mont Blanc Financial Services (Pty) Ltd
Tuesday: 08:00–17:00
Wednesday: 08:00–17:00
Thursday: 08:00–17:00
Friday: 08:00–17:00
Saturday: Closed
Sunday: Closed
Mont Blanc Financial Services appears to be a company dedicated to providing personalized financial advice and support. Their commitment to transparency and communication is evident in their client testimonials, where individuals praise their responsiveness and willingness to explain complex topics in an understandable way.
Based on the feedback, Mont Blanc seems to foster a genuine sense of care for their clients’ well-being, going beyond simply offering financial products. Their focus on tailoring solutions to individual needs and building strong relationships suggests a customer-centric approach that prioritizes long-term value over quick transactions.
While scheduling could be a bit tricky, and I would have liked more diverse investment options, the overall support I received was excellent. I highly recommend them for anyone seeking reliable financial guidance!
Their motto, “We Care,” really shines through. They took the time to listen to my concerns and tailored their solutions to fit me perfectly. It felt more like a conversation with a friend than a typical insurance consultation.
What impressed me most was how they prepared me for potential claims. They didn’t just hand me a policy and say good luck. They walked me through everything, making sure I felt ready for whatever might come my way. That level of support gave me such peace of mind!
Plus, the team is super friendly and approachable. No stuffy corporate vibes here—just real people who want to help. And with their tech-savvy approach, everything went smoothly and efficiently.
If you’re looking for an insurance brokerage that truly puts you first and makes the process enjoyable, I highly recommend Mont Blanc Financial Services. They’ve turned what used to be a daunting task into a pleasant experience, and I couldn’t be happier with my choice!
I’ve been a client of Mont Blanc Financial Services for a few years and I couldn’t be more satisfied with their exceptional service. They have consistently demonstrated a high level of professionalism and efficiency in handling my personal insurance needs.
Their team is always prompt, knowledgeable and helpful. They have simplified the often complex world of insurance, ensuring that I have the right cover at competitive rates. I wholeheartedly recommend Mont Blanc Financial Services to anyone seeking a reliable and trustworthy insurance broker.
Mont Blanc’s commitment to excellent service delivery was evident throughout the process. The consultant was knowledgeable and responsive, answering all my questions with patience and clarity. Their dedication to going the extra mile made me feel confident in my choices. I highly recommend Mont Blanc Financial Services to anyone seeking a partnership that prioritises individual needs while delivering exceptional service!
What truly sets Mont Blanc apart is their unwavering commitment to excellence. Their knowledgeable team is always ready to assist, offering personalized solutions tailored to my specific needs. Their transparency and dedication to client education empower me to make informed decisions regarding my financial future.
In my experience, Mont Blanc Financial Services exemplifies professionalism and integrity, distinguishing themselves as the premier brokerage in South Africa. I wholeheartedly recommend their services to anyone seeking a trustworthy and outstanding Brokerage.
3. Global & Local Investment Advisors
Tuesday: 08:00–16:30
Wednesday: 08:00–16:30
Thursday: 08:00–16:30
Friday: 08:00–16:30
Saturday: Closed
Sunday: Closed
Global & Local Investment Advisors stands out for their exceptional customer service and dedication to client well-being. They are renowned for having a team of highly skilled financial advisors who provide personalized guidance and support.
Their commitment to transparency and clear communication fosters trust and confidence among clients. Global & Local Investment Advisors consistently goes above and beyond to meet the unique needs of each individual, making them a top choice for anyone seeking sound financial advice and investment solutions.
Many years later, I needed advice and Michael took time out of his busy schedule to meet, chat and offer me sensible advice. At this meeting, I realised why my Partner entrusted his Financial Portfolio to Michael and why he was always so upbeat after Michael visited him at his office for a chat. I, now, too have entrusted my humble investment to Michael. Thank you Michael, your kindness will never be forgotten.
I would suggest their advice and services to any of my family and friends and get a comforting feeling of trust, dependability and loyalty within the business.
4. Dynasty Financial Advisor Services
Tuesday: 08:00–17:00
Wednesday: 08:00–17:00
Thursday: 08:00–17:00
Friday: 08:00–17:00
Saturday: Closed
Sunday: Closed
Dynasty Financial Advisor Services appears to be a reputable company that prioritizes personalized customer service.
Clients consistently highlight the professionalism, knowledge, and dedication of their financial advisors. It seems they offer comprehensive financial solutions tailored to individual needs, fostering a sense of security and well-being among their clients. Financial planning, investment advice, and retirement planning appear to be key areas of expertise.
He helped me setting up a will, income protection plan, retirement annuity including personal investments to say the least.
He has been helpful everytime I needed help and most importantly he checks up on me and my family on a continuous basis. I have encountered many problems with previous advisors who did not take their time to thoroughly explain things and be of an assistance at all times.
I have witnessed hesitations in terms of advisors not being sure of what they are offering me or tailor making the financial solutions to suit my needs.
I am utterly impressed and thankful that I am being helped by Dynasty financial advisors but most importantly Eduan Lubbe.
5. TRANSCEND
Tuesday: 08:30–17:00
Wednesday: 08:30–17:00
Thursday: 08:30–17:00
Friday: 08:30–17:00
Saturday: Closed
Sunday: Closed
TRANSCEND appears to be a company that prioritizes both professional development and the well-being of its clients. Their commitment to strategic advice and sustainable transformation is commendable, suggesting they help businesses thrive while considering ethical and long-term impacts.
Furthermore, descriptions of TRANSCEND highlight a welcoming and supportive environment that fosters positive relationships. This focus on creating a comfortable space for clients speaks volumes about their dedication to providing a holistic and enriching experience.
6. wealth associates
Tuesday: 08:00–16:00
Wednesday: 08:00–16:00
Thursday: 08:00–16:00
Friday: 08:00–16:00
Saturday: Closed
Sunday: Closed
Wealth Associates provides a comprehensive suite of financial planning services designed to help individuals achieve their financial goals. Their team of experienced advisors offers personalized guidance on areas such as investments, retirement planning, and estate management.
Wealth Associates is dedicated to putting clients first, fostering long-term relationships built on trust and transparency. They strive to provide a holistic approach to financial wellness, taking into consideration the unique needs and circumstances of each individual they serve.
7. Cornerstone Financial Services Group
Tuesday: 08:00–16:30
Wednesday: 08:00–16:30
Thursday: 08:00–16:30
Friday: 08:00–15:00
Saturday: Closed
Sunday: Closed
Cornerstone Financial Services Group appears to be a highly regarded firm offering comprehensive financial planning services. Their commitment to personalized solutions and client well-being is evident in their numerous positive reviews.
Clients consistently praise Cornerstone’s team for their expertise, professionalism, and dedication to helping individuals achieve their financial goals. Their ability to provide tailored advice and support throughout the process appears to be a key factor in their success.
8. Robson Savage
Tuesday: 08:00–17:00
Wednesday: 08:00–17:00
Thursday: 08:00–17:00
Friday: 08:00–17:00
Saturday: Closed
Sunday: Closed
Robson Savage offers a range of financial services, focused on assisting individuals with their retirement planning needs. Their commitment to providing tailored solutions and expert guidance is evident in their customer interactions.
Their reputation for professionalism and expertise within the provident fund administration industry speaks volumes about their dedication to serving their clients effectively.
It was a similar amount. They replied to all my emails in a timely manner. So I know now for sure something fishy is up with Robson Savage . Please just pay me my money (UPDATE!!!!!!! Tom from RobSav Replied to this Review in a Timely Manner and explained to me the different Processes Funds use, He reassured me and stressed that Robsav has my Claim and has processed it without any issues)
Can I please receive some assistance. I have made a request for a withdrawal. I have emailed Tom from Robson and Savage. My account is blocked as well and I cannot log in.
I applied for a two pot withdrawal last week and so far I have heard nothing from you, I have been trying to get an update from you but nobody is replying to my emails, dealing with you people is a nightmare, I wouldn’t recommend anyone to save with you
9. Capta Wealth
Tuesday: 07:00–17:00
Wednesday: 07:00–17:00
Thursday: 07:00–17:00
Friday: 07:00–17:00
Saturday: Closed
Sunday: Closed
Capta Wealth offers a comprehensive range of financial services, including investments, insurance, and medical aid. They are known for their knowledgeable and dedicated team who strive to provide personalized advice and support.
Clients consistently praise Capta Wealth for their professionalism and efficiency. Their commitment to finding the best solutions for their clients’ needs has earned them a strong reputation in the industry.
Thank you all for the savings you have allowed me, and for the “hands on” service from start to finish.
I will definitely recommend Capta to my friends and family.
Kind regards,
Philippa
10. Borwa Financial Services (Head Office)
Tuesday: 08:00–16:30
Wednesday: 08:00–16:30
Thursday: 08:00–16:30
Friday: 08:30–16:00
Saturday: Closed
Sunday: Closed
Borwa Financial Services (Head Office) appears to be a reputable establishment for handling financial services. Their commitment to providing excellent customer service is evident in their prompt responses and willingness to go the extra mile.
Their knowledgeable staff are dedicated to guiding individuals through complex financial processes, ensuring a smooth and efficient experience. They appear to prioritize building long-term relationships with their clients based on trust and transparency.
Struggling for weeks to get paid out.
Unacceptable bad service …
THEY ARE VERY GOOD AT TAKING YOURONEY BUT WHEN ITS TIME TO PAY OUT YOU WILL WAIT FOREVER.
MY APPLICATION WAS MADE OCTOBER 2021 NOW OTS FEBRUARY 2022.
THEY DONT CALL, TO LET YOU KNOW WHATS GOING ON. NOTHING.
PLEASE. DONT GIVE THESE PEOPLE YOUR MONEY. IMAGINE IF YOU DIE AND YOUR FAMILY IS LEFT TO PICK THE PIECES.
THEYLL NEVER BE PAID OUT.
CAN THE HAWKS INVESTIGATE THIS COMPANY PLEASE.
How to find your ideal financial advisor at the best price in Johannesburg?
Request help now to find the best price:
- Fill in the details and tell us what you're looking for
- We locate the best financial advisor in Johannesburg near you
- The company contacts you
Catalog of services offered by financial advisors in Johannesburg
Financial Planning
A cornerstone of their work is financial planning. Financial advisors in Johannesburg help individuals and families create comprehensive plans that encompass goals such as retirement savings, education funding, and wealth accumulation. They analyze income, expenses, assets, and risk tolerance to develop tailored strategies.
Investment Management
Investment management is a key service offered by these advisors. They guide clients in building diversified investment portfolios aligned with their financial goals and risk appetite. This includes selecting appropriate investments across various asset classes like stocks, bonds, and real estate.
Retirement Planning
Financial advisors in Johannesburg provide specialized retirement planning. They help individuals determine their retirement income needs, create investment strategies to achieve those goals, and navigate complex retirement account options.
Estate Planning
Protecting your legacy is crucial. Financial advisors can assist with estate planning, ensuring your assets are distributed according to your wishes. This involves creating wills, trusts, and other legal documents to minimize estate taxes and safeguard your loved ones' financial future.
Tax Planning
Tax planning is an essential aspect of sound financial management. Financial advisors help clients minimize their tax liabilities through legally sound strategies. They stay abreast of tax laws and regulations to ensure optimal results for individuals and businesses.
Insurance Planning
Financial advisors play a role in insurance planning. They assess your needs and recommend appropriate coverage for life, health, disability, and property. This helps protect you and your family from financial hardship in unexpected situations.
Education Planning
Financing education is a significant goal for many families. Financial advisors in Johannesburg offer education planning services to help parents create savings strategies, explore scholarship options, and navigate the complexities of funding higher education.
Frequently asked questions about financial advisors in Johannesburg
What are the main services offered by financial advisors in Johannesburg?
Financial advisors in Johannesburg provide a wide range of financial planning services tailored to individual needs. These can include investment management, retirement planning, estate planning, tax advice, and insurance recommendations. They help clients develop a comprehensive financial strategy to achieve their short-term and long-term goals.
How do I choose the right financial advisor for me?
Selecting a suitable financial advisor depends on your individual circumstances and requirements. Consider factors such as experience, specializations, fees, and client testimonials. It's essential to schedule consultations with several advisors to assess their compatibility with your financial goals and personality.
What qualifications should I look for in a financial advisor?
Look for advisors with reputable professional designations, such as Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Registered Financial Advisor (RFA). These designations demonstrate their commitment to ethical practices and ongoing professional development.
What is the role of a financial advisor in retirement planning?
Financial advisors play a crucial role in developing a retirement plan that aligns with your lifestyle goals and risk tolerance. They assess your current savings, projected expenses, and potential sources of income to create a personalized strategy. This may involve investment diversification, pension planning, and tax optimization strategies.
How are financial advisor fees structured?
Financial advisors in Johannesburg typically charge fees based on different models, such as hourly rates, percentage of assets under management (AUM), or fixed annual fees. It's important to discuss the fee structure transparently with the advisor and ensure it aligns with your budget and expectations.
What is investment management, and how do financial advisors help?
Investment management involves making investment decisions on behalf of clients to grow their wealth over time. Financial advisors analyze market trends, assess risk tolerance, and construct diversified portfolios tailored to individual goals. They also monitor performance, rebalance portfolios, and provide ongoing guidance.
Can a financial advisor help me with estate planning?
Yes, many financial advisors offer estate planning services. They can assist in creating wills, trusts, and other legal documents to ensure your assets are distributed according to your wishes after your death. They can also help minimize estate taxes and protect your beneficiaries.
What are the benefits of working with a financial advisor?
Financial advisors offer several benefits. They provide expert guidance, personalized strategies, risk management, and ongoing support. By leveraging their knowledge and experience, individuals can make more informed financial decisions and work towards achieving their financial goals.
How often should I meet with my financial advisor?
The frequency of meetings depends on your individual needs and circumstances. Typically, it's recommended to meet with your advisor at least annually for a comprehensive review of your financial plan. However, more frequent meetings may be necessary during major life events or when market conditions change significantly.
What is the importance of open communication with my financial advisor?
Open communication is crucial for a successful relationship with your financial advisor. Share your financial goals, concerns, and any life changes that may impact your plan. This allows the advisor to provide tailored advice and adjust strategies as needed.