Jurie de Kock Opiniões 29

TrustScore: 4.5 em 5

4,7

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Leia as opiniões dos outros

Classificada 5 em 5 estrelas

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... Ver mais

Classificada 5 em 5 estrelas

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... Ver mais

Classificada 5 em 5 estrelas

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... Ver mais

Classificada 5 em 5 estrelas

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... Ver mais

Informações sobre a empresa

  1. Empresa de planeamento financeiro
  2. Serviços de finanças alternativos
  3. Serviço de gestão de activos
  4. Consultor financeiro
  5. Instituição financeira
  6. Serviços financeiros não bancários

Escrito pela empresa

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.


Informações de contacto

4,7

Excelente

TrustScore: 4.5 em 5

29 opiniões

5 estrelas
4 estrelas
3 estrelas
2 estrelas
1 estrela

Sem histórico de convites para avaliação

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Classificada 5 em 5 estrelas

​Based on my experience with Jurie…

​Based on my experience with Jurie throughout our professional relationship, he has consistently demonstrated exceptional service, always going above and beyond to ensure his clients' needs are met. His deep knowledge of the financial sector and his clear communication style make him a trusted and reliable advisor.
​Furthermore, Jurie possesses a high level of integrity and is known for his trustworthiness. He is always ready to provide assistance and seek out necessary information.
​I highly recommend Jurie.

18 de maio de 2026
Opinião espontânea
Classificada 5 em 5 estrelas

Trusted advisor

Jurie takes time to listen and explain and does regular reviews of your financial status. He takes a holistic approach. Very satisfied with growth in my portfolio. Would 100% recommend Jurie to advise on financial planning.

27 de fevereiro de 2026
Opinião espontânea
Classificada 5 em 5 estrelas

Good Growth

Jurie invested my pension portfolio after a disastrous loss under another investment company. My portfolio has grown and I hope it’s will continue to grow under his administration. Jurie is always available when I have any questions about my portfolio

18 de novembro de 2025
Opinião espontânea
Classificada 5 em 5 estrelas

We love working with Jurie

We love working with Jurie. His attention to detail is greatly appreciated and he keeps a close eye on the markets thus providing us with invaluable advice for our financial matters. Most of all, his communication is always prompt and he assists us with any queries almost immediately. We will highly recommend him.

12 de novembro de 2024
Opinião espontânea
Classificada 5 em 5 estrelas

One-of-a-kind Holistic Lifestyle Financial Advisor

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 role in me overcoming my financial fears related to taking a career break and changing my career. With the financial modelling tool he uses, he helped me to understand that I can indeed afford it, which gave me the peace of mind I needed.
Jurie truly cares about his customers and I can absolutely recommend him!

16 de julho de 2024
Opinião espontânea
Classificada 5 em 5 estrelas

Jurie De Kock - Highly recommended

Jurie De Kock has been my financial support since 2019.
Equal to Good Health is Wealth.
From the start, Jurie gave me the feeling that I was in good hands.
Apart from my "Privatewealth" business with Jurie, he also advises me on important decisions to be made about other compulsory products from my current employment.
Without a discussion on religion, I experience that Jurie is implementing Godley principles in his work ethic, which is a virtue.
Jurie is handling my testament, and just recently he assisted me with important changes to be made in a family member testament.
Should Jurie not have a solution immediately, he will escalate and find the best solution in any possible way.
I would 100% recommend Jurie De Kock from PrivateWealth.

19 de março de 2024
Opinião espontânea
Classificada 5 em 5 estrelas

Moms financial advisor, whilst I live abroad with PoA!

Jurie is my Moms financial advisor. Unfortunately my sister and I no longer live in South Africa, and we don't even live in the same country abroad. Add to that my moms financial situation was less than ideal, coupled with a mad and indeed bad market a few years ago.

Things needed a refresh, so my mom stayed with old mutual but switched to Jurie and the service had been really great, even across the miles.

I am able to liase directly with Jurie, get invited to join the annual review calls via WhatsApp. I can review and sign documents with ease in real time even being abroad. He has made some great and really balanced and thortful recommendations for my moms specific needs and situation.

I feel so relaxed and connected - a weird way to describe it, but we've moved from turmoil to stability through a pandemic and 3 different time zones! We are now looking forward to what the future holds with his help. A great tailored service I am very grateful for!

1 de agosto de 2023
Opinião espontânea
Classificada 5 em 5 estrelas

Jurie de Kock, fund manager

I was referred to Jurie de Kock at PWM by a personal friend of my who worked at NINETY ONE at the time.

A more trustworthy, professional and logical fund manager will be very hard to find in my opinion. I am not a financial person at all, but Jurie was able to explain every aspect of my investment clearly and logically.

My pension fund has grown significantly in the one year plus that I have invested it with Jurie, and I feel 100% safe and comfortable in his hands, and will recommend him with the greatest of confidence to anyone who needs a fantastic fund manager after retirement.

4 de março de 2024
Opinião espontânea
Classificada 5 em 5 estrelas

Excellent service from Jurie de Kock…

Jurie takes time to understand your needs and always give options and always put his clients first.

Upmost professional and friendly service...

Nothing to much effort ..

Trust him 100% with my and my family's financial well being and planning.

8 de fevereiro de 2024
Opinião espontânea
Classificada 5 em 5 estrelas

Clear, Concise and Helpful

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 of my goals with him as my advisor and I look forward to meeting more!

12 de setembro de 2023
Opinião espontânea
Classificada 5 em 5 estrelas

Review on Jurie

When looking for a financial planner, I went through a few companies and planners but Jurie stood out from the beginning. He has been my planner for about 2 years now and what I really appreciate is that he continues to give the "personal touch". My plans are custom made for my lifestyle and my wants and needs, it's never a generic plan that doesn't suit me as an individual. He also is always available to answer any of my questions, give advice and also direct when I am making a decision that would not suit my financial goals. I can be an anxious person, and so having him answer questions and give advice has given me a lot of peace. My RA and investments have also grown nicely, especially considering the uncertain economy, and so I trust him to make sure I get the best benefit for my buck!

12 de setembro de 2023
Opinião espontânea
Classificada 5 em 5 estrelas

Charting a Clear Financial Path with Jurie

Jurie is more than just a competent financial planner. His meticulous attention to detail and genuine commitment to my financial future truly set him apart.

From our initial discussions, he took the time to understand my current financial position and guided me in setting realistic goals for the future. Together, we crafted a plan tailored to these goals, ensuring I could enjoy the present while laying a solid foundation for a prosperous future for both myself and my family. With Jurie's guidance, I now have peace of mind and a renewed sense of hope about what lies ahead.

Jurie's expertise shone as he walked me through various financial scenarios. He broke down decisions, helping me understand the long-term effects of my choices and offering insights on the optimal use of my resources. His transparency in communication ensures I'm always informed and involved, which has been pivotal in fostering trust.

I wholeheartedly recommend Jurie to anyone in search of a personable and proficient financial planner.

12 de setembro de 2023
Opinião espontânea
Classificada 5 em 5 estrelas

Trusted financial advisor

Jurie is incredibly personable and explains all the intricacies of the financial institutes and investments in a way that makes us excited to invest. Looking forward to many years with Jurie as our trusted financial adviser.

1 de março de 2023
Opinião espontânea
Classificada 5 em 5 estrelas

Jurie was great to work with!

Jurie put together an excellent plan for us, that is based on our needs and our lifestyle. He had some excellent ideas and input. Their software allows you to compare different scenarios which was really helpful too.

1 de março de 2023
Opinião espontânea
Classificada 5 em 5 estrelas

Jurie always puts the interests of the…

Jurie always puts the interests of the client first. He is open, honest, and forthright about the client's financial goals and assists in charting the best path to attain those goals. Previously tried several financial advisors, but none compare to Jurie's approach and clarity.

1 de março de 2023
Opinião espontânea
Classificada 5 em 5 estrelas

My most trust financial companion.

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't clued up on his industry.
He keeps me up to date on the times and is always available to explain things that I don't understand. Being via call, email, Teams or in person.
Jurie is my most trusted financial adviser and I intend to have him on for the long run.

25 de janeiro de 2023
Opinião espontânea
Classificada 5 em 5 estrelas

Professionalism and trust

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 other opinion.
2. Can I truly trust this person with my financial affairs? Jurie de Kock is a man of the highest principles and integrity who puts the client first and himself second.

15 de agosto de 2023
Opinião espontânea

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