ABOUT US
PERSONALISED FINANCIAL PLANNING
All your business and personal financial solutions… in one basket! JBM Group pride ourselves in delivering unique and personalised all-inclusive Holistic Financial services. Managing your own financial portfolio is, to say the least, extremely challenging.
We’ve got you covered, for the last 10 years we’ve been doing exactly that. The JBM Group’s vision is to provide our clients with the highest quality of service at all times by delivering unique and personalised financial planning for our valued clients.
To ensure that they are not only able to get access to leading financial management solutions on a cost-effective and sustainable basis but to also receive the best premiums with the most comprehensive cover. This means that you can always depend on our dedication to understanding your specific needs and circumstances in order to compile a solution that works for you.
Based in Sinoville, Gauteng, we focus on professionals and business owners, as we are ourselves professional business owners.
OUR VALUES
Trust
Loyalty
Professionalism
Integrity
OUR PROFESSIONAL TEAM
Since the commencement of his career as Financial Advisor in 2000, he practiced as a Sole Proprietor, single-handedly providing holistic financial solutions to his clients, which incorporated and included long-term Insurance, short-term insurance, medical insurance, retirement planning, investment planning and taxation planning.
As the business grew, it was apparent that more experienced hands were needed, therefore the short term practice now consists of four professional personnel. As a team they operated as a well-oiled machine which contributes to our clients satisfaction. Koos continues thriving for excellence in providing leading professional solutions with due skill, integrity and trust, on a cost effective and sustainable basis, to all his clients.
Niel Malan
Financial Advisor
Mariska Malan
HR / Finance / Admin
Lezaan Venter
Medical Aid
Veronica vd Westhuizen
Short Term Claims
Miquette Jurgens
Short Term Underwriting / New Business