HOLISTIC

financial planning

At RJ Brokers, we go beyond numbers, fostering a caring environment where personal interaction and collaborative partnerships are the cornerstones of your financial success.

We combine a national footprint in KZN , Eastern and Western Cape with a local presence, ensuring you benefit from the expertise of a nationwide network while experiencing the personal care, and interaction, of a dedicated team in your community, guiding your unique financial journey. We are a diversified Financial Services Practice that serves both the Retail Mass and Affluent Markets. We are driven by Passion – fueled by that one element that makes us wake up each morning ready to tackle the day in which at RJ Insurance Brokers , that one element is our commitment to find and create ways to inspire better futures for all.

This is our idea of shared value – doing business better by positively adding to society , not just counting our bottom line – is so important to all of us. This way of doing business is in sync with our organization’s DNA. When we balance Clients Financial Goals – for the better futures of our Clients , Staff , Shareholders and Stakeholders , with our desire to have a positive impact in the communities we touch and serve , we generate sustainable shared value that creates exponential change. At the end of the day- and at the bottom line doing good for our Clients is good business. We create for our Clients a World bursting with long lasting value to ensure that our Clients leave behind a Lasting Legacy for their loved ones.

We believe in financial education that empowers you to make informed decisions, ensuring your legacy stands strong for generations to come.

Raj Manilal

CEO

OUR PROCESS

explore | create | choose

IDENTIFY YOUR NEEDS

Our whole advice process is focussed on you and your needs - so our first step is to accurately understand your needs

GATHER INFORMATION

Using our tools, experience and resources, we dig deeper into your current financial landscape and ensure that not only do you have the correct portfolio in place - but that it is optimised who you are and what you want to achieve.

ANALYSE & DEVELOP PLAN

After extensive research and portfolio compilation we work through the opportunities to accumulate, protect and invest your wealth. This is a lifelong conversation that will develop alongside your life and your unique needs.

PRESENT THE PLAN

Once all of the options are understood by you, a course of action is implemented to get the cogs rolling in the direction of our plan.

IMPLEMENT THE PLAN

We believe that the best financial plans are updated and monitored on a regular basis. We will provide you with quarterly reports to monitor and keep you up to date with your plan.

REVIEW PROGRESS

With the power of knowledge, we are able to ensure that your plan not only performs as expected, but we can begin to chart new opportunities and extend your portfolio to perform even better!

ALWAYS IN THE KNOW

Empowering you to create
the choices you need to make.

FINANCIAL SERVICES

I am able to offer independent advice on all your risk protection, fiduciary and investment planning needs

Financial Advice that is tailored
to you and your choices.

OUR LATEST BLOGS

adding context to your choices

CONTACT US

to arrange a consultation simply select a date and time below

RJ Insurance Brokers
Raj Manilal

Tel: 039 - 6823960
Cell: 083 - 229 0194
Email: rajm@rjibrokers.com

Scroll to top