Invest & Save
The savings and investment landscape can be complex and difficult to navigate on your own. Saving money is only half the solution it needs to be done with the correct product, risk profile, and tax structure in mind
Different tax principles apply to different investments, and you can empower yourself by knowing exactly what you have and what you have and what you’re going to gain. This is an integral part of financial planning.
By understanding your investment portfolio, you can ensure that you really are getting the most ‘bang for your buck”.
Retirement
Retirement always seems to be so far away but compound interest will work for you as soon as you start. The sooner the better. Create a plan specifically tailored for your unique circumstances and goals.
We’ll help you understand how much money you need at retirement and how much risk exposure is appropriate for your situation so that you can make informed decisions about what kind of investments will help meet your future lifestyle.
Wealth Management
Managing your portfolio optimally is essential and choosing the right partner is even more important.
We analyse your investments and assets and design a personalised wealth plan that considers your unique needs and circumstances.
Our bespoke JHA Managed Portfolios ensure that you are placed in the right risk profile and are actively managed.
With an experienced team, we guide you, assessing your requirements and then creating a financial strategy that will help you achieve your goals.
Life, Disability & Critical Illness
When you choose to get life cover, you’re not just buying a product. You’re buying peace of mind—for yourself, your loved ones, and everyone who depends on you.
While life cover secures your family in the event of your death income protection, disability, and critical illness secures YOU in the event of you being unable to work or falling seriously ill.
Life happens, so plan for it. Having sufficient disability and critical illness cover to replace loss of income is essential to any well-crafted financial plan.
Medical Cover
Having medical aid cover in place provides protection against the possibility of unforeseen financial burdens that could eat into your living expenses or emergency funds.
Without a reputable medical aid and/or gap cover very few people would be able to for ever-evolving treatments, procedures, and surgeries. Applying for a good medical aid puts your family’s health first.
Employee Benefits
Many employers use employee benefits as an incentive for their employees and staff retention.
Belonging to a Pension or Provident fund helps members prepare for retirement. Setting up a company retirement fund can be complicated. Obtaining professional advice and guidance is important as pension rules are complex and the tax aspects of retirement plans can be confusing.
Protecting your employees is a social obligation as well as good business practice.
Contact
Phone
carolynh@jha.co.za elysia@jha.co.za
Address
Highveld House, 86 12th Street Parkhurst 2196