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<R1m

Jonathan Braans

I am a private wealth manager at NFB Private Wealth Management and provide financial planning services and advice to individuals and trusts. After earning a BComm (Hons) degree from Rhodes University, I started my career in private banking, although my interest lay in financial planning, where I could serve in a client-centric role.

An opportunity arose for me to join NFB Private Wealth Management, and since joining, I have obtained a Postgraduate Diploma in Financial Planning as well as the Certified Financial Planning Designation. I believe that financial planning and wealth management are not exclusively about money; instead, they are about understanding a client’s unique requirements to make informed decisions that will positively impact their life.

Illovo Point, 68 Melville Road, Illovo, Sandton, Gauteng, South Africa

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income
Contact details:

078 XXX XXXX

jonatha**************o.za

Reveal contact details

Jonathan Braans

I am a private wealth manager at NFB Private Wealth Management and provide financial planning services and advice to individuals and trusts. After earning a BComm (Hons) degree from Rhodes University, I started my career in private banking, although my interest lay in financial planning, where I could serve in a client-centric role.

An opportunity arose for me to join NFB Private Wealth Management, and since joining, I have obtained a Postgraduate Diploma in Financial Planning as well as the Certified Financial Planning Designation. I believe that financial planning and wealth management are not exclusively about money; instead, they are about understanding a client’s unique requirements to make informed decisions that will positively impact their life.

   Visit website

Investment minimums:

<R1m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

Illovo Point, 68 Melville Road, Illovo, Sandton, Gauteng, South Africa

Get directions

Contact details:

078 XXX XXXX

jonatha**************o.za

Reveal Contact Details

About

About NFB Private Wealth Management – Johannesburg

NFB Private Wealth Management is a leading South African financial services provider with over 35 years of experience offering highly specialised, fiercely independent financial advice, products, and services. These include investment portfolio structuring and optimisation, retirement, tax and estate planning, risk management, business assurance and asset management services.

Clients are advised holistically and include HNWIs; family offices; corporates and trusts. NFB prides itself on providing a long term personalised wealth management service, whilst ensuring our clients benefit from cost efficiencies and bespoke product range achieved through scale and strategic institutional partnerships.

Service offered

Investments & savings

Get help choosing the best way to invest for your goals, whether it be buying a home, a child’s education or to save an emergency buffer for unforeseen expenses. Assess investments matched to your time frame and your risk appetite to achieve you goal.

Offshore investing

Get help diversifying your investments beyond South Africa’s border and assessing offshore investment opportunities.

Pre-retirement planning

Get help making sure you have enough to live on when you stop working.

Retirement income

Get help ensuring that your retirement income covers your costs and lasts your lifetime.

Additional services

Get help protecting you and your family and ensuring future financial support to your beneficiaries.

Get help making sure that your medical aid is the right one for you ensuring enough cover for your medical treatment and expenses both now and in the future.

Get help ensuring your financial affairs are efficiently structured.

Get help planning your legacy, minimising any future tax burden and ensuring the expressed distribution of your assets.