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   Western Cape Gordons Bay 7151

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Contact a Financial Advisor, Western Cape, Gordons Bay

   

Jacques Ellis

FSP Licence 15750 Address 28 Firlands Park Sir Lowrys Pass Road Gordons Bay 7151 Email jacques@jpebrokers.co.za Website www.jpebrokers.co.za Telephone 0861115851 Cellphone 0825678055 Qualifications As a team our collective qualifications are CFP, (BA HONS PSYCH)(PMT), BA Background & JPE Brokers was formalised in 1997 by Jacques Ellis who, after working for PPS & SANLAM as a direct marketer, decided experience that the only way to address the needs of his professional clients was to become fully independent. Independence has become the cornerstone of our ever evolving financial planning process. Jacques was introduced to the industry by his father, Patrick Ellis who has been working as a financial planner for SANLAM since 1980. Jacques worked for and under Pat from 1994 until 1995 and then joined SANLAM as a direct marketer and shared offices with Pat henceforth. After completing all the required industry related courses required to offer advice and taking his lead from Pat, Jacques made the decision to focus on the professional market, joined PPS as an intermediary and started focusing on the legal and medical profession. By 1997 Jacques realised that his product offerings were too limited to serve his clients appropriately and so JPE Brokers was formed and formalised. Since then JPE Brokers have obtained all the necessary licenses and contracts with the leading life assurance companies, investment companies and other relevant institutions to offer the cream of the product crops to be used in each client’s individual portfolio. Experience has afforded JPE Brokers the time to experiment with various procedures over the years and so we have fine-tuned our Financial Needs Analysis to what it is today,  a comprehensive report developed to address each client’s unique circumstances, personal requirements and providing fully independent solutions for professionals by professionals. Our process entails personal visits from either Jacques, Marc Grobler (BA) in the Western Cape or Jacques and Tshego in Gauteng or electronically elsewhere in SA or abroad. They are assisted by Bonnie de Beer, Wiaan Snyman (CFP) and Annemie Brinton (BA HONS PSYCH)(PMT). Together, we form the finely honed team representing JPE Brokers. And as a team we epitomise and uphold JPE’s ethos of Independence, Comprehensive Financial Planning and Personal Service. Services Life and Disability Assurance Last Will & Testament Retirement Planning Medical Schemes Investment Planning Short-term Insurance Business Assurance Companies Practices Minimum Levels of business accepted Recurring monthly:  250 Lump Sum: R   100 000 Remuneration Commissions / Fees Indemnity insurance Yes More than 30% income from one company? No

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