About myself
 
Corporate technical training: 23 years
Corporate commercial, financial and risk management: 10 years
Life Insurance Broker: 3 years
joined the life insurance industry at the start of 2002 as a licensed associate of Astron Money Managers (Pty) Ltd, a Liberty franchise
joined Qualifin Financial Solutions CC on 1st October 2002 as an independent broker
 
As from 2004, Financial Consultant under the Momentum Agency Franchise for the Individual
Services
 
Life Cover
 
Investments
 
Home Loan Protection
 
Will & Estate Planning
 
Financial Needs Analysis
 
Short Term Insurance
Home Loan Protection
 
Purchasing a property is a sound investment. However, the outstanding debt, the bond, can have a detrimental effect on a family in the event of the death, disability or critical illness of the bond holder. This can be avoided by subscribing to comprehensive life, trauma and disability cover.
Will & Estate Planning
 
Any decision you make today regarding your will and estate will impact on your loved ones. Therefore, your will is one of the most important documents to be drawn up in your lifetime. It determines what happens to the assets you have accumulated and reflects your final wishes. At the same time it gives you peace of mind in the knowledge that you have provided for the financial needs of your loved ones in the event of your death.
Investments
 
I have carefully scrutinised the market to obtain the best possible fund mangers to ensure that my clients’ investments are actively managed on a daily basis. After careful consideration I chose Efficient Frontiers (EF) who performed very well over the past few years. Our investment philosophy is: EF only earns a management fee when clients make a profit on their investments. EF provides me with regular feedback on investments to keep my clients informed.
Life Cover
 
I can present you with a comprehensive range of new generation life insurance policies with a choice of stand-alone or accelerated benefits – in modular form fashioned to suit your individual needs and circumstances.
 
To assist you in obtaining a tailor-made quotation for optimal cover at the best affordable price, contact me still today.
Financial Needs Analysis
 
We regard a comprehensive financial needs analysis (FNA) as an essential element in the portfolio of all our clients. The FNA is a tried and tested scientific method of determining the present and projected future financial needs of a client and his or her family.
Short Term Insurance
 
We offer innovative and most competitive short term insurance through the brand new Momentum Short Term Insurance (STI) and First Link. Momentum STI‘s strategy is to provide personal and commercial-lines insurance products to that segment of the market that prefers to deal through brokers.
Brochures
 
Disclosure
 
Efficient Frontiers
 
Momentum
Contact Details
 
Regional Office Home Office
Tel:
011 475 0048
011 763 3600

Fax:
011 675 3366		 33 Sierra Cabral,
Constantia Drive
Constantiakloof
Roodepoort

E-mail:
johan@johandejager.co.za

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