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
September 2024 Economic Review
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
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
South Africa’s inflation eased to 4.6% in July, its lowest level in over three years, which has boosted consumer spending power. This…
Don’t be your own worst enemy in retirement
Retirement is a major life transition where emotional and behavioral biases can significantly impact investment decisions, often leading to…
Events that moved the market Q2 2024
2023 had a massive impact on the global and local markets. It started off with the change made for the Energy Department to oversee Eskom,…
July 2024 Economic Review
China continued to experience economic hardship in the first half of 2024, but the economy is still growing. GDP rose in Q2 2024, although…
Monthly Market Highlights – July 2024
South Africa’s inflation rate fell slightly in June, reaching a six-month low. In the US, inflation also dropped slightly, slowing…
Two-pot system: The role of financial advisers
South Africans are struggling to save for retirement, prompting a shift to a two-pot system for retirement funds starting 1 September 2024.…
June 2024 Economic Review
June arrived with surprises from an interest rate cutting perspective. The European Central Bank (ECB) became the second major central bank…
AI and your practice: friend or foe?
AI enhances business operations and client interactions, ensuring more face-to-face time with clients and better service delivery. It’s…
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T: 0861 5555 99 F: 011 483 0860