Independent Advice.
Personal Connection.
Lasting Wealth.

Wealth Management
Wealth management is a comprehensive, personalized approach to growing, protecting, and transferring your wealth. It combines financial planning, investment management, tax planning, retirement strategy, and estate planning into a coordinated strategy tailored to your unique goals and circumstances.

Unlike standard investment services, wealth management looks at your entire financial picture—helping you make informed decisions that align with both your short-term needs and long-term aspirations. Our goal is to provide clarity, structure, and peace of mind so that your wealth works for you today and for generations to come. 

At Jancorp Financial, we partner with you to create a strategy that balances growth, risk management, and legacy planning, ensuring your financial future is secure and aligned with your life goals.

MEET OUR TEAM

JanCorp Financial

About our Team

At JanCorp Financial, we believe that successful wealth management starts with genuine human connection. Our clients aren’t just portfolios — they’re people with stories, goals, and families. That’s why we take the time to truly understand what matters most to you and build financial strategies that reflect your values and aspirations. Our team combines decades of experience in investment management, financial planning, and client service — but what truly sets us apart is our commitment to personal relationships. We’re here to guide, support, and celebrate with you through every stage of your financial journey. When you work with JanCorp Financial, you get more than a team of financial professionals — you gain partners who care deeply about your success and peace of mind. Every conversation starts with listening, because your story is the foundation of everything we do.

Neil Jankelowitz

CEO

With over 25 years of experience in wealth management, I’ve had the privilege of guiding clients through every stage of their financial journey — from building their first investment portfolios to preserving multi-generational wealth. As an independent advisor, I take pride in providing objective, personalized advice designed to help clients grow, protect, and enjoy their wealth with confidence. My practice spans both local and offshore assets, giving clients access to diverse opportunities and tailored strategies that fit their unique goals and circumstances. I believe true wealth management is about more than returns — it’s about clarity, trust, and creating lasting financial freedom. Every client relationship begins with understanding: your goals, your values, and what financial success truly means to you. From there, I craft customized solutions that balance growth with security, always guided by transparency and integrity.

Sabrina Roxanne

Executive Assistant

Sabs is a dedicated and experienced professional with over 11 years in the Financial Services industry. She is deeply committed to providing exceptional client service at all times, with integrity as the cornerstone of her work. She began her career at Momentum, building a strong foundation as a Financial Advisor Assistant, before advancing to Anchor Capital, where she took on the dual roles of Wealth Manager and Portfolio Manager Assistant. Prior to joining JanCorp Financial, Sabs served as Executive Assistant to the Directors of Anchor Institutional, further honing her organizational, leadership, and client-focused skills. Known for her unwavering commitment to clients, Sabs combines expertise, transparency, and genuine care to ensure that that their best interests are always at the forefront.

Honey Badger Referral Partnership

Honey Badger Referral Partnership

Honey Badger is the name of our strategic referral relationship between JanCorp Financial and trusted professionals such as attorneys, accountants, and short-term insurance brokers.

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My Story
JanCorp Financial is built on over two decades of experience, passion, and a deep commitment to helping clients grow and protect their wealth.

The journey began in 2001 in the financial services industry, where early roles at Sage Life and Momentum laid a strong foundation in client-focused advice, financial planning, and investment solutions. 

In 2009, becoming a partner at Financial Mentors allowed for a more independent, personalized approach to wealth management, with a focus on both local and offshore investments.

In 2014, a move to Octagon Financial as Senior Wealth Advisor and member of the Investment Committee further refined expertise in portfolio construction, global markets, and strategic decision-making. 

Through these experiences, one belief became clear: clients deserve truly independent, integrity-driven financial guidance.In June 2025, JanCorp Financial was founded—bringing together years of learning, entrepreneurial insight, and a passion for delivering clear, confident, and lasting financial solutions. 

Today, we proudly offer transparent, personalized wealth management tailored to each client’s goals, locally and globally.

PRODUCTS & SERVICES

Financial Planning

Expertly designed Financial Planning strategies ensure comprehensive solutions for effective wealth management and sustainable growth.

Retirement Planning

Effective retirement planning ensures that when the time comes, you can enjoy the lifestyle you’ve worked so hard to build, without financial uncertainty.

Estate Planning

Whether your assets are local or offshore, proper planning creates confidence that everything you’ve built will be preserved and transferred as you envision.

Local Investments

Local investments play a key role in creating a strong, diversified portfolio while supporting the communities and markets you know best.

Offshore Investments

Our expertise in Offshore Investments enables tailored solutions for global asset diversification and financial growth.

Asset Management

Asset management is the professional process of growing and protecting your wealth through strategic investment decisions.

Unit Trusts

Unit trusts are a type of collective investment that pools funds from multiple investors to invest in a diversified portfolio of assets, managed by professional fund managers.

Financial Planning
Wealth management is a comprehensive, personalized approach to growing, protecting, and transferring your wealth. It combines financial planning, investment management, tax planning, retirement strategy, and estate planning into a coordinated strategy tailored to your unique goals and circumstances. 

Unlike standard investment services, wealth management looks at your entire financial picture—helping you make informed decisions that align with both your short-term needs and long-term aspirations. 

Our goal is to provide clarity, structure, and peace of mind so that your wealth works for you today and for generations to come. At Jancorp Financial, we partner with you to create a strategy that balances growth, risk management, and legacy planning, ensuring your financial future is secure and aligned with your life goals. 
Retirement Planning
Retirement isn’t just the end of a career — it’s the beginning of a new chapter. Effective retirement planning ensures that when the time comes, you can enjoy the lifestyle you’ve worked so hard to build, without financial uncertainty. 

Our approach to retirement planning goes far beyond saving — it’s about creating a clear, sustainable income strategy that supports your goals and adapts to your life’s changes. Whether you’re approaching retirement or already enjoying it, we’ll help you make confident decisions every step of the way. 

We focus on helping you:

  • Determine how much you’ll need to retire comfortably
  • Build and manage diversified portfolios to support lifelong income
  • Optimize withdrawals and minimize taxes
  • Integrate pensions, Social Security, and offshore or local investments
  • Plan for healthcare costs and estate transitions
Retirement planning is ultimately about freedom and peace of mind — knowing that your wealth will support the life you’ve always imagined.
Estate Planning
Estate planning is about more than passing on assets — it’s about protecting your legacy, caring for your loved ones, and ensuring your wealth continues to reflect your values and intentions. 

A thoughtful estate plan provides clarity, structure, and peace of mind. It helps minimize taxes, avoid unnecessary complications, and ensures your wishes are carried out efficiently and privately. Whether your assets are local or offshore, proper planning creates confidence that everything you’ve built will be preserved and transferred as you envision. 

We work with you and your legal or tax professionals to: 
  • Define your legacy goals and family priorities
  • Structure wills, trusts, and beneficiary designations effectively
  • Coordinate local and offshore holdings for smooth succession
  • Plan for tax efficiency and asset protection
  • Support charitable giving and intergenerational wealth transfer

Estate planning is not just about leaving wealth behind; it’s about leaving meaning behind — ensuring your legacy endures and benefits the people and causes that matter most to you.    
Local Investments
Building wealth starts close to home. Local investments play a key role in creating a strong, diversified portfolio while supporting the communities and markets you know best. We help clients identify and manage high-quality local investment opportunities that align with their goals, time horizon, and risk tolerance. From traditional equities and fixed income to property, we focus on balancing growth potential with long-term stability. 

Our approach emphasizes: 
  • Personalized portfolio design tailored to local market conditions 
  • Strategic diversification across industries and asset classes 
  • Ongoing performance review and risk management 
  • Integration of local investments within your broader global strategy

Local investments aren’t just about returns — they’re about connection, confidence, and control over the foundations of your financial future.  
Offshore Investments
In today’s global economy, smart investing often extends beyond local borders. Offshore investing provides access to international markets, currencies, and opportunities that enhance diversification, manage risk, and open new avenues for long-term growth.

With over 25 years of experience managing both local and offshore assets, we help clients navigate the complexities of global investing with clarity and confidence. Every offshore strategy is designed to complement the client’s overall financial plan — balancing opportunity with prudent risk management and regulatory compliance. 

The firm’s offshore investment approach focuses on:
  • Diversification across global markets, currencies, and asset classes
  • Identifying quality offshore funds, equities, and fixed-income opportunities
  • Enhancing tax efficiency and ensuring regulatory alignment
  • Integrating offshore and local portfolios into a cohesive global strategy
  • Providing transparent reporting and ongoing performance oversight

For clients seeking to grow and protect their wealth internationally, We offer the expertise, independence, and disciplined approach needed to turn global opportunity into lasting value. 
Asset Management
Asset management is the professional process of growing and protecting your wealth through strategic investment decisions. 

It involves creating and maintaining a diversified portfolio—covering assets such as stocks, bonds, real estate, and alternative investments—based on your financial goals, time horizon, and risk tolerance. 

Our approach to asset management combines in-depth market research, personalized financial planning, and ongoing portfolio monitoring to help your investments perform effectively over time. 

By carefully balancing risk and return, we aim to ensure your assets are working toward your long-term financial objectives—whether that’s building wealth, generating income, or preserving capital for future generations. 
Unit Trusts
A unit trust is a collective investment that pools money from multiple investors into a single fund, managed by professional fund managers. 

Each investor owns “units” in the trust, and the value of these units reflects the performance of the underlying investments—such as shares, bonds, property, or other assets. Unit trusts offer an accessible way to diversify your portfolio, even with smaller investment amounts. 

By investing in a professionally managed fund, you benefit from expert decision-making, ongoing portfolio monitoring, and access to a broader range of investment opportunities than you might achieve on your own. 

At Jancorp Financial, we carefully select and manage unit trusts that align with your financial goals and risk profile—whether you’re looking for steady income, long-term capital growth, or a balanced approach to both.

NEWS

GRAVITON & SYNERGY

Global equity markets took their foot off the gas as the year came to an end. Developed market equities idled along, as the S&P 500 closed positively for the eighth month in a row.

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NEWS ARTICLES

Discovery Health’s abrupt about-turn where it will now cover the costs of a claims processing error was so utterly predictable. There has been a flood of sustained pressure since it began notifying members about the error, which affected members on the five high-end Discovery Health Medical Scheme (DHMS) plans, at the start of January.

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JANCORP: WHAT'S NEW?

Neil Jankelowitz is pleased to share an exciting milestone in his journey—the official launch of JanCorp Financial, a dedicated financial institution built on the trust, service, and integrity you have always known him for.

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TESTIMONIALS

 I was with my previous investor for many years, with no interest shown in my life, or changing needs, at all. As well as financial advice, I want someone to keep in touch with me. Our lives are dynamic, and our financial requirements change accordingly. As a widow, at the age of 54, with no great investment knowledge, but a good handle on my finances, I needed someone to spell it out to me. I didn’t want anything high risk but didn’t want my money in the bank. I moved all my investments to Neil a few years ago. I have seen my portfolio grow, in very a difficult economic climate and that is all credit to Neil. He has nurtured a trust between us, and I would consider him a friend and advisor. 

Lesley Kretzmer

 I was fortunate to have a family member recommend you and, come November, a year will have passed since we were introduced. From the first meeting it was immediately clear that you have a thorough knowledge of the financial markets and instruments, as you were able to provide on the spot explanations and advice in answer to my questions. What put me further at comfort is your easy way of communication and the interest that you have shown towards me as person regarding my concerns, needs and circumstances. Please know this is sincerely appreciated. 

Hans Priem

 Neil has given me good advice on more than one occasion. He gets back to me when he says he will. He is extremely approachable and has a caring attitude. 

Jenni Strous

 Neil has been my financial adviser for 15 years. I have always found him to be reliable and professional, with excellent service. I highly recommend him to anyone seeking a trustworthy financial adviser. 

Ulrike Zampieri

 I’ve trusted Neil with my investments for about eight years, and I couldn’t be more pleased. I was initially very skeptical of brokers. I hated the idea of losing control, but Neil completely changed that for me. He has always ensured I have full access and visibility, so I feel informed and involved every step of the way. He takes the time to truly understand my goals, provides sound, considered advice, and manages my funds with care and expertise. Beyond that, he’s been an invaluable sounding board through both good times and more complicated ones. Knowing my finances are in capable hands has given me real peace of mind, and I genuinely appreciate the dedication, consistency, and trust he brings to our relationship. 

Tandi Kuper

 I've had a very warm & trusting professional relationship with Neil as my financial advisor since 2010. Over the years of association with Neil, he's fully understood me as an individual as well as my financial needs. We have a regular 'catch up' during the year to assess that things are on track and I am 100% confident in Neil's ability to guide me on my investment journey. I have and would always recommend Neil as a trusted honest & knowledgeable financial broker. 

Myra H.
  
JanCorp Financial
Trusted Advisors helping you build, protect, and grow your wealth.

CONTACT US


 clientservice@jancorp.co.za

  • Houghton, Johannesburg, South Africa
  •  Mon-Fri - 08:00-17:00

JanCorp Financial is an authorised Financial Services Provider FSP 55433

“The best time to plant a tree was 20 years ago. The second best time is now.”