INSURANCE AND INVESTMENT CONSULTANTS CC

Jacobs & Sons

Feel a bit overwhelmed by all the financial data that is thrown your way on a daily basis?

 

Let us take the stress out of all the numbers.

 

 

About Us

We have a collective experience in the Financial Services Industry since 1978 when Roy started with the Standard Bank of SA in Johannesburg. I spent a short period in the direct selling market. In 1988 I  joined the second largest life assurer Sanlam for a period of 5yrs where I underwent intense training in various aspects of financial planning in both the individual and corporate market.

In 1993 Jacobs & Sons was born out of a need to provide a more comprehensive and competitive range of products to service my growing portfolio of clients.

Since 1993 we have grown and diversified into both tax and business registration and bookkeeping services.

We are registered and accredited advisors with the following organizations:

Financial Services Board  -  FSP 35705

Financial Planning Institute  -  2002004756

South African Revenue Services  -  Tax Practitioner

Dept of Trade and Industry  -  Registered Agent CIPRO

Registrar of Medical Schemes  -  TBA

 

Full ‘Intermediary Disclosure’ in terms of the Policy Holder Protection rules.

More details………..