Jurie de Kock ロゎ
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Jurie de Kock レビュヌ 

29
•
TrustScore 5段階評䟡の4.5

4.7

ファむナンシャル プランナヌ
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レビュアヌのコメントを芋おみたしょう

5぀星のうち5の評䟡

Since the first day I worked with Jurie, he made me feel comfortable and at ease when speaking about finance. He's always willing to take things slow and explain things in detail to someone who isn... もっず芋る

5぀星のうち5の評䟡

There are 2 questions I always ask about a financial advisor: 1. Does he have all the knowledge I require? Jurie de Kock is expertly qualified, experienced and dedicated. I never think to get any ot... もっず芋る

5぀星のうち5の評䟡

I've never worked with a financial advisor like Jurie. He takes a holistic lifestyle approach in which he helps you balance your wishes for your life and your financial goals. He played a major ro... もっず芋る

5぀星のうち5の評䟡

Jurie has always given clear, concise answers to my financial questions and provided advice with my financial goals in mind. He makes things simple and easy to understand. I have already achieved some... もっず芋る

䌁業情報

  1. ファむナンシャル プランナヌ
  2. 代替金融サヌビス
  3. アセット マネゞメント サヌビス
  4. 金融コンサルタント
  5. 金融機関
  6. 非銀行系金融サヌビス

圓該䌁業による蚘述

Private Wealth Management is a registered Financial Services Provider established to meet the lifestyle financial planning needs of individuals in the affluent and professional market. We have provided trusted advice and wealth management solutions, giving purpose to our valued clients’ wealth since 2000. Each of our financial planners is required to stay up to date with the latest developments in financial and estate planning; the advantages and disadvantages of many international and local investments; and tax, legal, life and risk environments. We have a robust lifestyle financial planning advice philosophy and access to bespoke solutions offered by selected product providers. Who we are Private Wealth Management is an advice-led wealth management business and trusted adviser to Affluent and professional people seeking a professional and independent approach to financial planning.  Today, we advise on over R38 billion on behalf of our clients. We provide trusted advice and wealth management solutions to high-net-worth individuals, families and institutions. Offices in Century City, Rondebosch, Pretoria, Bryanston, Durban, Port Elizabeth, George, Bedfordview, Rustenburg and Bloemfontein. We have an independent Advice offering – non-tied solutions Whether your goal is to grow your wealth, generate income or preserve capital, we would look to understand your needs and empower you to make the right financial decisions. Our Vision We care about our client's unique goals and dreams and believe we can have a positive impact on their lives, giving them peace of mind as their trusted financial partner of choice. Our Mission We are passionate about building trusted long-term relationships with our clients through comprehensive lifestyle financial planning, co-creating positive futures with them and optimizing what they have.

連絡先

4.7

優良

TrustScore 5段階評䟡の4.5

29件のレビュヌ

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最近のレビュヌ䟝頌の蚘録はありたせん

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4.7

すべおのレビュヌ

(29)

過去12か月のレビュヌ数: 3件

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5぀星のうち5の評䟡

Passion, Knowledge, Integrity...

The expertise and attention to detail with which Jurie have handles my financial affairs could not be faulted. Particularly reassuring to me is my feeling of certainty in the absolute integrity of his dealings with me. Jurie's continual advice on financial planning issues has saved me significant amounts of money. His passion and depth of knowledge along with patience makes him a great teacher in helping me navigate some new concepts and methods on how to save and invest. He took the time to understand my needs, circumstances and my goals. Jurie's professional, ethical and caring demeanor elicits my trust and respect and gladly recommend his services whenever possible.

2020幎9月23日
自発的なレビュヌ
5぀星のうち5の評䟡

Opening private wealth to more than just the 1%

Jurie is personally responsible for changing my outlook on private wealth investment. When thinking of private wealth, we tend to have the image that this is reserved for the top 1%. However not only did Jurie show me how my financial future can be that much better, he helped create a financial plan specific to what I want for my future.

I would definitely recommend his guidance and mentorship to any looking for help with their financial future.

2020幎7月6日
自発的なレビュヌ
5぀星のうち5の評䟡

Jurie is fantastic

Jurie is fantastic. No problem is ever too big or too small for him to help. Hes patient and customer centric. He has a passion for what he does - which overflows into his work ethic. Keep up the good work Jurie.

2020幎7月3日
自発的なレビュヌ
5぀星のうち5の評䟡

Honesty and openness

We have an open and honest relationship. I appreciate the weekly updates on world happenings and how it tends to affect the markets.
I also get informed on-time if any of my investments get updated.

2020幎7月3日
自発的なレビュヌ

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