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
Why Selling Your Financial Practice is like Selling your Home
6 Mar 2025
Selling a financial practice is much like selling a home—it requires careful planning to maximise its value and ensure a smooth transition.…
Capital Clarity | 2025 Asset Manager Survey
20 Feb 2025
Results of an in-depth survey with some of SA’s leading asset managers for their views on what may lie ahead in 2025.
Economic Review | The January Edition
13 Feb 2025
China’s stimulus package helped to boost economic growth in 2024, enabling it to meet government’s annual growth target while presenting an…
Monthly Market Highlights | The January edition
12 Feb 2025
Global central banks are taking different approaches to monetary policy as they navigate inflation dynamics and economic conditions. The…
Monthly Market Highlights – 2024 Edition
22 Jan 2025
In 2024, there were some significant global geopolitical developments, including elections held in 54 countries and the rapid acceleration…
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,…
Get in touch
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T: 0861 5555 99 F: 011 483 0860