Services
At the heart of our service is a personal approach to wealth planning. Jager Wealth takes the time to understand your individual circumstances, priorities, and long-term legacy goals, allowing us to design tailored estate and investment solutions that adapt as your needs and those of your family evolve over time.
Financial Planning
Estate Planning
Life Insurance
Retirement Planning
Investment planning
Financial Planning
Financial planning is the process of managing your money to help you reach your life goals. Jager Wealth will review your income, expenses, savings, investments, insurance, and retirement plans, and create a clear strategy so you can make informed decisions and stay on track over time.
Estate Planning
Estate planning is the process of arranging how your assets, such as property, money, and belongings, will be managed and distributed after your death, with the associated tax considerations.
Unfortunately, many people do not have an estate plan in place, which often results in spouses and dependants missing out on benefits.
At Jager Wealth, we offer a comprehensive estate planning service, including will drafting and trust structuring, to ensure your affairs are managed efficiently and your legacy is preserved. It is so much more than a will forgotten in a drawer!
Did you know that you can reduce your estate duty?
If you have young children, it’s important to get a valid will and estate plan in place as soon as possible.
Life Insurance
This type of insurance pays out a lump sum of money to your chosen beneficiaries after your death. Jager Wealth will help you provide financial support and security for your loved ones, that if structured properly, have the potential to create multi-generational wealth. We’ll provide you with tailored quotations from a range of reputable insurers, ensuring solutions that align with both your needs and your budget.
We also offer other types of risk insurance:
- Disability Cover pays out if you become permanently or temporarily unable to work. It can help with debt repayment and ongoing financial obligations.
- Critical Illness Cover pays a lump sum if you’re diagnosed with a specified serious illness or traumatic medical condition. This can help cover medical costs, debt, and other financial needs during your recovery.
- Income Protection provides a regular monthly income if you’re unable to work due to illness or disability, helping to maintain your standard of living while you recover.
Retirement Planning
Retirement in South Africa comes with unique challenges. Retirement planning allows you to save and invest money during your working life so that you have enough income to support yourself when you retire. Jager Wealth offers pre- and post-retirement counselling and planning. We assist individuals in the private and public sector as well as business owners.
Investment Planning
Investment planning is the process of choosing and managing where to invest your money. Jager Wealth will help you grow your wealth over time and achieve your financial goals, considering your needs, time frame, and risk tolerance.
Products Include
- Unit trusts
- Offshore investments
- Retirement annuities
- Endowments
- Living annuities
- Tax-free savings accounts
- Hedge funds
Product Providers
Our firm partners with all the major, reputable product providers in South Africa. This broad access ensures objective advice, competitive solutions, and the flexibility to structure estate and investment plans that are tailored, robust, and aligned with your long‑term financial objectives.
