- Tel: 082 923 3151
- Email: jacobus@hfmdirect.co.za
Expert Consultant Services to assist you to set up a fully independent brokerage for you; up and running in 6 months.
We have extensive experience in building CAT1 brokerages, for lawyers, accountants and insurance professionals that wish to expand their current businesses into a fully functional and profitable brokerages. We regularly achieve this in a 6 month period, saving you time and money in trying to do this yourself.
We have over 25 years experience in running brokerages in Short-term, Medical Aid, Life Insurance, investments and fiduciary services.
Human Financial Management was founded in 2002 by Jacobus van der Merwe. The intention was to combine the harsh financial world with the realities of human life.
To improve our offering to you our client, Jacobus van der Merwe has decided to merge practices into one single business being Human Financial Management, affiliated with FSP license no 41158
Jacobus van der Merwe graduated from Stellenbosch University with a B Econ degree, as well as completing his CFP (Insurance degree) from the University of the Free State.
Jacobus has has been in the industry since 1994 and is passionate about protecting his clients’ assets against creditors, natural disasters, death, disability as well as SARS in terms of paying unnecessary or double tax.
To achieve the above we implement trusts, wills and the correct legal structures.
We are passionate about our clients and jointly now offer a team of 5 personnel that will deliver exceptional client service and support.
Our offices are based in Midstream, Centurion.
Our contact details are 082 923 3151
We would like to meet with you, introduce our new company and determine if there is anything we can do for you. If you are in agreement with this please complete the attached document so that we may update our database and make further contact with you.
We assure you of our best attention at all times and look forward to providing you with exceptional service in the future.
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