About the JBL Group
Established two decades ago, JBL Wealth Management (JBL) is an authorised financial services provider specialising in the growth and protection of our clients’ wealth. JBL Wealth Management is one of the top independent wealth management & financial planning firms in South Africa. We not only strive to provide our clients with the best advice and financial products, but also to educate them and help them acquire and master the knowledge of wealth creation. We pride ourselves on both the calibre of our people and the high level of service we provide to our clients. We have offices in Johannesburg, Cape Town and Durban.
Our Vision
To provide a total personal financial planning solution to our clients by placing their interests above our own, delivering what we promise, and continually striving to exceed their expectations.
Our Mission
To provide a foundation for wealth creation and protection by ensuring that committed advisors assist our clients in defining a path to financial freedom and, in doing so, assure enrichment and personal growth for all stakeholders – customers, shareholders & employees alike
Our Strength as a Firm
Not only is JBL home to a an experienced and dynamic team, the business is managed by 3 of the shareholders who are passionate about your financial growth and freedom. We specialise in investments and have built an excellent reputation in the industry as an independent wealth management firm. We value continuity and our clients are the centre of our focus.
Our Services
Individual
- Local & Offshore Investments
- Retirement Planning
- Preservation of Retirement Benefits
- Post Retirement Investment Planning
- Insurance (Life & Disability)
- Estate Planning (Wills and Trusts)
- Stockbroking
Latest News
The power of compounding
12 Nov 2024
Compounding is a powerful tool in finance, where the interest earned on an investment is reinvested, allowing the principal and accrued…
October 2024 Economic Review
11 Nov 2024
The UK economy is still showing resilience through its economic expansion despite remaining static during June and July. China and the…
Monthly Market Highlights – October 2024
11 Nov 2024
South Africa’s annual inflation rate fell below 4% in September for the first time in over three years, supporting calls for potential…
Common pitfalls when dealing with succession planning for financial advisers
11 Nov 2024
A thoughtful succession plan safeguards your legacy, secures your clients’ wellbeing, and ensures a smooth transition when the time…
Consolidation set to continue in asset management universe
7 Nov 2024
While the initial surge in Mergers and Acquisitions activity peaked during the Covid pandemic, this trend hasn’t slowed but rather evolved,…
US elections – Local manager research views
5 Nov 2024
The US election outcome has an impact on US citizens, but also impacts global markets and economies as well as the local market and…
Events that moved the market Q3 2024
4 Nov 2024
Key highlights from some of events that shaped the market in Q3 2024 include the SARB cutting its repo rate by 25 bps to 8%; slowing US job…
September 2024 Economic Review
16 Oct 2024
US inflation data subsided and unemployment data was also positive, prompting the US Federal Reserve (Fed) to begin its interest rate…
How Millennials and Gen Z are reshaping the future of sustainable investing
14 Oct 2024
Rudesh Patel, Head of Sustainable Investing at Sanlam Investments Multi-Manager, highlights the impact that Millennials and Gen Z will have…
Monthly Market Highlights – August 2024
9 Sep 2024
South Africa’s inflation eased to 4.6% in July, its lowest level in over three years, which has boosted consumer spending power. This…
Get in touch
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T: 0861 5555 99 F: 011 483 0860