Visit website

Investment minimums

R1m < R5m

Jurie de Kock

I am a financial services industry professional with ten years of experience, specializing in assisting professionals and business owners to create a blueprint for their financial future.

My main goal is to educate and empower my clients to make informed financial decisions, while also utilising my expertise to help them achieve their financial and lifestyle objectives. Rather than selling financial products, I prioritize creating customised solutions for each individual client.

I joined the financial planning industry in 2013 and have been with Private Wealth Management since 2016. My passion lies in helping people to craft and attain their financial goals, and I take pride in providing exceptional service to my clients.

Outside of work, I am happily married and have a two-year-old son. Having grown up in a small town at the beach called Langebaan, I have a deep appreciation for the outdoors and enjoy activities such as hiking, biking, and taking strolls on the beach with my family.

My faith is an essential part of my life, and I center my life around God, who is my rock and firm foundation


Oxbow Crescent, Century City, Cape Town, South Africa

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income
Contact details:

082 XXX XXXX

jdekock********************o.za

Reveal contact details

Jurie de Kock

I am a financial services industry professional with ten years of experience, specializing in assisting professionals and business owners to create a blueprint for their financial future.

My main goal is to educate and empower my clients to make informed financial decisions, while also utilising my expertise to help them achieve their financial and lifestyle objectives. Rather than selling financial products, I prioritize creating customised solutions for each individual client.

I joined the financial planning industry in 2013 and have been with Private Wealth Management since 2016. My passion lies in helping people to craft and attain their financial goals, and I take pride in providing exceptional service to my clients.

Outside of work, I am happily married and have a two-year-old son. Having grown up in a small town at the beach called Langebaan, I have a deep appreciation for the outdoors and enjoy activities such as hiking, biking, and taking strolls on the beach with my family.

My faith is an essential part of my life, and I center my life around God, who is my rock and firm foundation

   Visit website

Investment minimums:

R1m < R5m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

Oxbow Crescent, Century City, Cape Town, South Africa

Get directions

Contact details:

082 XXX XXXX

jdekock********************o.za

Reveal Contact Details

About

About Private Wealth Management – Cape Town

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 are 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.

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.