Who is JFC?

 

Jardim Financial Consulting (Pty) Ltd  is an Authorised  Financial Services Provider registered in terms of the FAIS Act 2002, FSP no: 44503.

Jardim Financial Consulting (Pty) Ltd provides comprehensive lifestyle financial planning to individual and corporate clients.

 

What do we do?

 

Jardim Financial Consulting (Pty) Ltd provides our clients with a holistic approach to Financial Planning, by following a six step process:

 

1. Establishing and defining a professional relationship

2. Gathering information

3. Analysing and evaluating the information

4. Developing and presenting recommendations

5. Implementing the plan

6. Monitoring the plan

 

What is our mission?

 

We are a family owned business, and meeting our clients and their families’ needs and expectations forms the foundation/core of our practice.

 

We have a passion for people, their health and their financial well being. We strive to achieve excellence in helping our clients achieve their financial dreams through professional personalised service in a changing and challenging environment. We are committed to providing the most appropriate advice and outstanding service to ensure our clients peace of mind.

 

We strive to make it easy to do business with us. By partnering with our clients on their journey to financial freedom, we encourage them to engage with us as often as possible to create and protect their legacy.

 

Taking the time get to know our clients and offering them independent products and services, allows them to make informed decisions.

We specialize in securing you and your family’s financial independence by addressing the following needs…

 

Life Assurance protects those who are dependent on you.

Bond Cover ensures your family will not be forced to sell your home in the event of you dying or becoming disabled.

Disability, Impairment and Dread Disease Cover ensures that, should you lose your capacity to earn an income due to a disability, physical impairment or dread disease, you will be in a position to maintain your standard of living.

The Educator benefit ensures that if you die and/or become disabled, your children’s’ education costs will be covered – from pre-primary school right through to the completion of their first tertiary qualification.

Medical Cover provides you and your family with comprehensive health care cover including choosing which option best suits your needs and whether or not you need Gap cover.

Wills and Estate Planning ensures that the welfare of your loved ones has been taken care of and that you are able to leave a legacy.

Tax Planning allows you to effectively maximize your income.

Group Benefits include Pension, Provident Group Risk and Medical Scheme Funds.

Short term insurance covering personal motor, household contents, homeowners, and commercial insurance needs as a representative through our registered partners.

Investment Planning includes endowments, LISP investment (Linked Investment Services Provider) and unit trust policies, allowing for diversification of portfolios and a variety of investment vehicles.

Offshore Investment Opportunities have become increasingly attractive to the local market as exchange controls have been relaxed.

Retirement Planning to reduce the risk of you becoming financially dependent upon your children or the state.

Children’s Education policies can be implemented timeously to cater for the increasing costs of primary, secondary and tertiary education.

Business Assurance ensures the successful continuation of a business in the event of death and or disability of a Keyman or Partner.