Investment minimums

>R5m

Mark Jurgens

With 32 years of experience in the industry and as a Certified Financial Planner® and member of the Financial Planning Institute of Southern Africa (FPI), I’m passionate about serving the financial needs of my clients.

Jurgens Finance was established in 1989 and it has grown into one of the most prestigious and respected independent advisory businesses in the country. We are Category II advisors, which gives us the discretion to manage portfolios more effectively. In conjunction with carefully chosen asset managers and other investment partners, we offer an extensive range of investment products, both local and offshore. We understand each client’s current financial situation and long-term goals, which enables us to tailor individual solutions to help them achieve the financial future they desire. We continuously fine-tune their portfolios and manage their expectations on returns, benefits and market performance based on individual and ever-changing needs, risk appetite and tax concerns.


Jurgens Group, 15 Bradford Road, Bedfordview, South Africa

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

Contact details:

082 XXX XXXX

markj@j******o.za

Reveal contact details

Mark Jurgens

With 32 years of experience in the industry and as a Certified Financial Planner® and member of the Financial Planning Institute of Southern Africa (FPI), I’m passionate about serving the financial needs of my clients.

Jurgens Finance was established in 1989 and it has grown into one of the most prestigious and respected independent advisory businesses in the country. We are Category II advisors, which gives us the discretion to manage portfolios more effectively. In conjunction with carefully chosen asset managers and other investment partners, we offer an extensive range of investment products, both local and offshore. We understand each client’s current financial situation and long-term goals, which enables us to tailor individual solutions to help them achieve the financial future they desire. We continuously fine-tune their portfolios and manage their expectations on returns, benefits and market performance based on individual and ever-changing needs, risk appetite and tax concerns.


Investment minimums:

>R5m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

Jurgens Group, 15 Bradford Road, Bedfordview, South Africa


About

About Jurgens Group – Wealth & Risk Managers

Established in 1989, M Jurgens Finance (Pty) Ltd is an FSB-Licensed Category II Financial Services Provider. Jurgens Finance is a completely independent advisory practice. We believe this to be a major advantage in building robust portfolios and we follow a holistic wealth assessment and financial planning approach.
Our team of specialists are dedicated to fiduciary services, employee benefits and risk management. Mark Jurgens – Founding and Managing Director; Alan Botha – Director; Peter Armitage – Director; Omair Khan – Director; Bridgette van der Merwe – Director.

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