Our Services

Compliance Services and Memberships

Our practice is not an associated company of a particular insurer and holds professional indemnity insurance. Our professional business consultants assist in the running of the business and with application submissions for our clientele.

We are fully compliant with the FAIS Act. JP Eybers is a proud member of the Masthead Financial Advisors Association, which provides the business with services such as compliance, practice management and technology support by virtue of our membership. The compliance service ensures that the business remains fully compliant with FAIS legislative requirements and therefore, that you as our client, receive sound financial advice. Through the practice management support, our staff and management are able to run a professional business and provide you with an improved service and enhanced support.

Please Note: A copy of the licence, which contains details of the financial services we are authorised to provide, as well as any exemptions, is available for inspection on request.

Professional Financial Services

Planning your financial future is critical to ensure a high quality of life for you and your loved ones. We can manage your finances to ensure maximum benefits from your capital, and ensure the best possible results. We have been providing financial advice and intermediary services since 1981 in the following areas of financial planning:

Short-Term Insurance – Personal and Commercial lines

Long-Term Insurance – Categories A, B and C

Retirement Planning

Tax Practitioner – Individual

Last Will and Testament

Retail Pension Benefits

Investment Planning

Estate Planning

Death and Disability Planning

Our Accreditation Suppliers

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