
DONOVAN J & ASSOCIATES is a registered Independent Financial Adviser. We offer an uncompromising professional service to meet our clients’ needs. All business transacted on behalf of clients are placed with the most highly rated financial institutions registered with the regulatory authorities in South Africa. We have been recognised by Santam, the leading insurer in South Africa, with 6 Broker of the Year awards since 2003
Investment Philosophies
- Life is a series of trade-offs – more of one thing usually means less of another
- Our financial decisions move us either toward or away from our ideal selves
- People are happiest when their financial decisions are in alignment with their personal values – not when they have more things
- Working and spending decisions are more important than saving and investing ones”
The DonovanJ Vision, Mission and Services
We are uncompromising on integrity. Our integrity begins with our mission to create worth and our belief that our business is built on developing long term relationships based on trust and honesty with our clients and business partners.
As relationships are the bedrock to our business, we prioritise engaging with our clients, partners and community.
- Integrity
- Passion
- Accountabilty
- Objectivity
- Proactivity
- Partnerships
- Personal Insurance
- Commercial Insurance
- Risk Cover
- Retirement Planning
- Investment Planning
- Social Engagement