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“When the winds of change blow, some people
build walls and others build windmills.”
- Chinese proverb
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“When the winds of change blow, some people build walls and others build windmills.”
- Chinese proverb
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.
OUR PROCESS
explore | create | choose
IDENTIFY YOUR NEEDS
GATHER INFORMATION
ANALYSE & DEVELOP PLAN
PRESENT THE PLAN
IMPLEMENT THE PLAN
REVIEW PROGRESS
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
Estate Planning
Estate planning is about making a plan for your money and belongings, so they go to the right people when you're no longer here. It helps avoid problems and ensures your wishes are followed, making things easier for your loved ones.
Retirement Advisory Services
These services help you plan for a comfortable and secure retirement. They give advice on how to save and invest money so that when you stop working, you still have enough to live a good life.
Investments
The goal with investing is to make your money grow over time. It's a way to plan for your future and build wealth.
Funeral Plans
Funeral plans help you prepare for the costs of a funeral in advance. They make sure your loved ones don't have to worry about these expenses during a difficult time.
Educational Funding
Educational funding is about saving money to pay for education. It helps ensure that you or your children have the financial support needed for schooling, whether it's for tertiary or other learning opportunities.
HealthCare
We market three of the largest and well administered Medical Aid Schemes. Medical Aids ensure that you and your loved ones are covered for any medical emergencies and also planned elective surgeries and costs related to major medical expenses like hospitalization and day to day healthcare 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