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
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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
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
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
- Empresa de planeamento financeiro
- Serviços de finanças alternativos
- Serviço de gestão de activos
- Consultor financeiro
- Instituição financeira
- 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
Private Wealth Management, Blok F, The Estuaries, Century Avenue, Century City, 7441, Cape Town, África do Sul
- +27824364597
- jdekock1@privatewealth.co.za
- privatewealth.co.za
4,7
Excelente
29 opiniões
Sem histórico de convites para avaliação
Esta empresa não convidou os clientes, pelo que as opiniões podem não ser representativas
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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.
23 de setembro de 2020
Opinião espontânea
Open, honest, knowledgeable and helpful
Open, honest, knowledgeable and always willing to help and provide value in as many ways as he can. Great customer service is not something you find everyday, but with Jurie you can count on it! Best financial advisor I have ever worked with!
29 de julho de 2020
Opinião espontânea
Always available for a helping hand
Always available for a helping hand. Proactive and really works for the interest of the client.
Jurie is clear, informative, helpful and cares for each element of the investment. Really grateful to have you as my financial advisor!
7 de julho de 2020
Opinião espontânea
Jurie thank you for your hard work and…
Jurie thank you for your hard work and exceptional service.... Thank you for your help
7 de julho de 2020
Opinião espontânea
Jurie is very helpful
Jurie is very helpful. He always give me more options rather than less. With my job and financial status I can always be sure that the guidance he gives me will benefit me in my financial freedom.
7 de julho de 2020
Opinião espontânea
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.
6 de julho de 2020
Opinião espontânea
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.
3 de julho de 2020
Opinião espontânea
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.
3 de julho de 2020
Opinião espontânea
I had a great experience
I had a great experience.
Jurie replied my emails promptly and always provided me with relevant information and answers.
I’m happy with the service i received, and feels like my best well being is priority.
2 de julho de 2020
Opinião espontânea
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