JPE Brokers

We Work with Professionals

JPE Brokers

Tried and Tested Planning Process

JPE Brokers

All the Leading providers, which enables you to obtain transparent, quality, low cost risk cover.

We Work with all the Leading Providers,

To give you a Unique, Individual and Professional Proposal

JPE Brokers offers you access to a range of new generation risk products from all the leading providers in South Africa, which enables you to obtain transparent, quality, low cost risk cover. The products offer the required flexibility to accurately address your unique needs and requirements for life cover and benefits.  These typically include Life Cover, Disability Cover, Income Protector, Functional Impairment, Critical Illness and Accident Cover.

 

More on Long Term Insurance

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Contact Us Today To Set Up An Individual Consultation – enabling you to obtain transparent, quality, low cost risk cover.

It is very worrying if you look at recent statistics gathered by one of the bigger insurance companies in South Africa. The statistics indicate that a mere 6 % of South Africans retire financially independent. The remaining 94 % of South Africans are dependent on relatives, are forced to keep on working, or are dependent on the government.

 

More on Retirement Planning 

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When considering an investment, an investor will soon realise that finding the correct investment vehicle for their unique circumstances can become very confusing. There are literally hundreds of investment vehicles to choose from, and even more combinations of underlying investment funds from which to choose!   

 

More about Investment Planning

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Why Do You Need A Will?

Every competent person of 16 years and older, who owns assets and is mentally able to understand the results of his or her actions, should have a will. Why? If a person dies without a will, it could lead to severe administrative, tax and legal problems, and more.

 

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Ensure peace of mind for all the owners in your business, that their personal estates are protected and the continued existence of the business is protected.  Also for the clients of the business, that the business will be able to continue with its normal day-to-day functioning if something unforeseen should happen, that could otherwise ruin the business.

 

More on Business Insurance

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Contact Us Today To Set Up An Individual Consultation – enabling you to obtain transparent, quality, low cost risk cover.

Short-term Insurance provides protection for your valuable possessions and assets, for the day that you experience an unexpected loss or damage to your belongings.

 

More on Short-term Insurance

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Contact Us Today To Set Up An Individual Consultation.

Life Insurance is a means of ensuring that your family or dependants are financially secure in the event of a death or disability.
Tried & Tested Financial Planning

Our Team

Alone we can do so little, together we can do so much.

Marc Grobler

Marc Grobler

Senior Financial Planner

After working and travelling in the USA and UK returned to South Africa and joined Liberty Life in 2007. Partnered with Jacques Ellis in 2008 and now part of the JPE Brokers management team.

Educated in the Northern Suburbs of Cape Town and holds a BA degree from Stellenbosch University. Family, friends, the outdoors and golf makes one appreciate living and working in a beautiful city like Cape Town.

Jacques Ellis

Jacques Ellis

Executive Financial Planner

Worked for Sanlam from 1994 to 1997.  Started JPE Brokers in 1997 in order to offer unbiased, independent advice to my growing book of graduate professionals.  Gained experience in business management, property development and financial instruments, as well as taking responsibility as Key Individual for various big business Financial Services Companies.  Experience over the last 2 decades has honed our current financial planning process, and I feel proud to offer our services to our existing clients – many of whom have been with us since the nineties, as well as our new clients.  Above all, I am a proud husband and father and I am grateful for everything and everybody in my life.
Wiaan Snyman

Wiaan Snyman

Financial Analyst (CFP, BCom)

CFP® . Been in the industry since 2011.  Passionate about his rock climbing and offering the best to his clients.

Shani Marais

Shani Marais

Executive Assistant

I take care of our clients and all things digital at JPE Brokers.  Over the past 30 years I have gained experience as PPS broker, Personal Assistant in the Insurance industry, Design and Branding industry, as well as Accounting industry and Freelance Photographer.  Married to a very talented winemaker and living on a beautiful wine farm with a beautiful daughter and son, is what keeps me inspired.

Arthur Mukhabele

Arthur Mukhabele

Personal Assistant

I’m a 28year old male living with physical disability, paraplegic condition with full upper body strength. I graduated from the University of Johannesburg in 2017, completed a Diploma in Accounting then further obtained 2 years working experience in bookkeeping and office administration.

Generally I am an individual who’s fascinated about learning, discovering and applying, very attentive to detail and goal oriented. My main objective when assuming any task is to achieve optimum results and bring out the best in myself.

The search for meaning is not always about the answer. It’s also the processing of seeking that enlightens.

For leisure, I fancy jigsaw puzzles, Dan Brown, Credo Mutwa And Zakes Mda to name a few. Arts and literature are my favourite.

Testimonials

Happy Retirement

“I have been a member of the Professional Provident Society (PPS) for some 42 years and a member of Profmed for about 14 years.  Upon retirement, ‘jpebrokers’ very ably and efficiently assisted  me with financial guidance on how to ‘retire’ from PPS.  Within a very short period of time my queries were resolved and the PPS benefits accrued to my account.  ‘jpebrokers’ also confirmed that membership of Profmed would continue unaffected.  The professional service provided by ‘jpebrokers’ is appreciated!”

M. Hughes

“Professional Broker, with the best advice.”
E. Buys

“Shani is the bomb dot com! Can’t recommend her enough! Always so helpful, friendly and super efficient:)”

Andreia Moniz

Owner, Zenith Montessori

‘Warm, fuzzy’

I am so grateful to Jacques for his great advice and attention to detail when he helped us with our financial planning. After being diagnosed with breast cancer, the financial benefits he helped me set up have paid out to me, meaning that I don’t need to worry about costs for my treatments and surgeries. We take out these policies in the hopes of getting the benefits when we need them, and in my case, that’s exactly what they’ve done, and exceeded my expectations.

I would recommend his services to anyone looking to for financial planning, and want someone who understands and pays attention to the little details you never think of until you need them!”

Yvonne Starkey (Neè Venter) CA (SA)

Director , Tabaldi Investment Holdings

“The service from JPE Brokers has been exceptional. The team is efficient, patient, kind, and approachable, always willing to address any questions I have. I appreciate the ability to reach out with any query at any time. Highly recommend! I’m looking forward to continuing this journey together.”

Naseera

Global Comms & Marketing Manager, Accountability Lab

My wife and I have been with JPE Brokers for close on 20 years, and the service we have received has always been personalised, timely and efficient. Thanks to Jacques and the team for always being on the ball!

Rudi

Advocate

Feel free to contact us

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