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JW ELS CORPORATE & INDIVIDUAL BROKERS

 

At JW Els Corporate & Individual brokers we are passionate about financial planning & specifically the financial wellness of our valued clients. The brokerage has been in existence since 1990 & our representatives has combined in excess of 40 years’ experience in financial planning.

Through professional financial planning we strive to protect clients financial risks with accurate insurance by contracting with the following major insurance companies:

MOMENTUM, LIBERTY, SANLAM, OLD MUTUAL, DISCOVERY, ALTRISK, PPS/FMI  

Asset management & wealth creation is achieved by contracting with well established & proven asset managers such as:

ALLAN GRAY, INVESTEC, CORONATION, STANLIB, FOORD, MARRIOTT, SATRIX/ETF

Protecting physical & leisure assets through short term risk insurance by contracting with:

SANTAM, HOLLARD, MOMEMTUM  

We are portfolio specialists for the following categories:  

  • Assessment of existing portfolios
  • Pre & post Retirement planning
  • Life & business assurance, Buy & sell, key man
  • Trusts, wills, testaments & estate planning
  • Short term insurance solutions
  • Investment planning, Unit trust – local & off-short
  • Exchange traded funds – ETF’s
  • Medical aid
  • Corporate funds, employee benefits & group schemes