Finwel Financial Management Services was founded in 1992, holding both Category I and Category II FSP Licenses, under license number 718, with both local, as well as various off-shore funds, and has since build a proud track record, producing “value for money “returns. Since then, the company has grown from strength to strength, and today the company is well established with a formidable management team, with a combined experience of more than 100 years.

Our Promise

Through endearing partnerships, our pledge to you is that whilst nothing is risk free, our reputation has been built on our ability to consistently surpass expectations. We would rather under promise and over deliver than give our clients unrealistic expectations, based on wild and frivolous predictions about future yields and trends.

Our Successes 

Whilst we deal with all the big product providers, including Nedbank, Liberty, Momentum, Old Mutual, Sanlam, Discovery and in edition our own Investec platform funds on both on-shore and off-shore , we are not beholden to anyone and we are therefore well placed to make totally unbiased recommendations, when it comes to choosing the best products on the market.

Portfolio Managers

Finwel Senior Asset Manager: Robbie De Jongh ( b Mil BA )

Robbie De Jongh started his career in the Financial Industry in 1986 and was a founder member of Finwel when it started in 1992, were he is, still to today, responsible for managing both local, as well as offshore funds for a vast number of Finwel clients. Robbie is accredited with all FAIS legislation and has 30 years’ of experience in the Financial Industry.