Personal Services

A full range of financial services, investments, short-term insurance and health care solutions are offered to high net worth individuals. Our experience, high skill-base and reputation within the industry enable us to offer our clients the best service and the most sound advice regarding your most valuable assets.

Whether you require sound investment advice, efficient asset management, committed financial planning or affordable health insurance Jurgens Group has the answers you need.

Financial Planning

Jurgens Group offers a personalised financial planning solution to our individual clients, taking into account the personal risk profiles and financial objectives of our clients in order to develop a personal finance solution to best suit their needs

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Unit Trust Management

Jurgens Group are registered investment managers with the FSB. We select the strengths of the top Unit Trust Companies to create diversified portfolios

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Equity Portfolio Management

Forming an integral part of asset management, equity portfolio management is essential for investors seeking more effective strategies and higher returns. Equity portfolio managers have access to a wide range of resources, giving them the tools they need to perform their tasks dynamically, optimising your investment for maximum results.

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Specialised Investment Products

Specialised investment products span a variety of investment opportunities and advantages not covered by more traditional investment models. Jurgens Group offers a myriad of alternative investment methods

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Money Market Services

The Jurgens Group investment advisory division will provide you with up to the minute information on market rates. Offering this service allows both Jurgens Groups and our private clients to make more informed decisions regarding the intelligent investment of assets

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Life Assurance Investment Portfolio

Jurgens Group deals with all the leading assurers, and our successful risk management has increased our profitability with these companies. This puts us in the position to identify the best value-for-money packages on the market

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Short Term Insurance

Emphasizing high level service, the short term insurance at Jurgens Group covers the individual’s assets, such as car insurance and household insurance as well as corporate and business insurance. Highly skilled and competent administrators ensure that our clients receive efficient service, and experienced management will source effective risk solutions suitable to our client’s individual needs both corporate and personal. We guarantee that we can source the best price and product for our clients

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Personal Services

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