Jurgens Group
Jurgens Group is a privately held South African financial services firm founded in 1989, providing independent wealth management advisory and short-term insurance brokerage to individual and corporate clients through two licensed FSP entities based in Bedfordview, Johannesburg.
- Company typePrivate
- Founded1989
- HeadquartersBedfordview, South Africa
- Headcount11–50
- GTM typeB2B and B2C
- OfferingServices
What Jurgens Group does
Jurgens Group is a privately held, founder-owned South African financial services firm headquartered in Bedfordview, Johannesburg, established in 1989 by Certified Financial Planner Mark Jurgens. The company operates through two wholly owned subsidiaries, M Jurgens Finance (Pty) Ltd (FSP #732) and Jurgens Insurance Brokers (Pty) Ltd (FSP #7980), offering two core services: wealth management and short-term insurance brokerage. Its client base is primarily individual retail investors with a secondary corporate segment, and it emphasizes an independent, relationship-driven advisory model that is not tied to any specific asset manager.
The wealth management division constructs bespoke investment portfolios tailored to individual risk appetite and tax concerns, using Morningstar's valuation-driven investment process with bi-weekly Morningstar engagement and Anchor Capital as an investment partner. The short-term insurance division provides both personal and commercial lines, including specialized products such as Body Corporate, Contractors All Risks, Cybercrime, Directors and Officers Liability, Professional Indemnity, Marine Cargo, and Plant All Risk insurance. Distribution is direct and advisor-led, with face-to-face consultations in five dedicated boardrooms at the Bedfordview office.
The firm generates revenue through advisory fees on wealth management services and commissions from insurance broking, supplemented by an in-office tax consultancy embedded via a partnership with PRN Advisory. Its go-to-market is sales-led and content-augmented, combining quarterly newsletters, a podcast/vlog series, LinkedIn/Facebook/Instagram presence, and a documented client referral program. The firm is privately held with no external institutional investment, recently relocated to larger offices in 2024 after 26 years, and continues to expand its advisory team.
Jurgens Group firmographics
Firmographics- Name
- Jurgens Group
- Legal name
- M Jurgens Finance (Pty) Ltd
- Website
- https://jurgensgroup.co.za
- Company type
- Private
- Founded year
- 1989
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Jurgens Group is a privately held South African financial services firm founded in 1989, providing independent wealth management advisory and short-term insurance brokerage to individual and corporate clients through two licensed FSP entities based in Bedfordview, Johannesburg.
- Ownership category
- akta.pro rank
Jurgens Group industry classification
Industry- Product category
- Financial Advisory and Insurance Brokerage Services
- NAICS
- Agencies, Brokerages, and Other Insurance Related Activities (5242), Insurance Agencies and Brokerages (52421), Insurance Agencies and Brokerages (524210)
- SIC
- Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Private Banking & UHNW Wealth Advisory (FSAEABAC)
Keywords
Where Jurgens Group is headquartered
LocationHeadquarters
- HQ city
- Bedfordview
- HQ country
- South Africa
- HQ region
- Africa
Offices1 record
Markets served
Jurgens Group business model
Business model- GTM type
- B2B and B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Wealth Management Services: Provides personalized financial advisory services including investment portfolio management in conjunction with asset managers. Offers bespoke portfolios tailored to individual needs, risk appetite, and tax concerns. Revenue generated through advisory fees.
- Short-term Insurance Broking: Provides expert insurance advice and broking services for personal and business insurance needs including property, motor, liability, and specialty insurance products. Operates through Jurgens Insurance Brokers (Pty) Ltd (FSP # 7980).
Go-to-market motion1 record
Distribution channels3 records
Marketing channels7 records
Jurgens Group product offering
Product offeringCore offering
Jurgens Group is an independent financial services firm providing personalized wealth management and short-term insurance brokerage to individuals and corporate clients. The Wealth Management division constructs bespoke investment portfolios using Morningstar's valuation-driven investment process, while the Short-term Insurance division brokers personal lines plus specialized commercial cover (Body Corporate, Contractors All Risks, Cybercrime, D&O, Professional Indemnity, Marine Cargo, Plant All Risk). Services are delivered face-to-face by dedicated advisors at the Bedfordview office under FSP licenses #732 and #7980.
Product overview
Jurgens Group operates as an independent financial services provider offering two core services: Wealth Management (investment advisory and portfolio management) and Short-term Insurance (personal and business insurance brokerage). The company provides personalized financial solutions through carefully chosen asset managers and investment partners. Their insurance offerings extend beyond personal coverage to include specialized commercial products such as Body Corporate Insurance, Contractors All Risks, Cybercrime Insurance, Directors and Officers Liability, Professional Indemnity, Marine Cargo, and Plant All Risk Insurance. The company operates through its subsidiaries M Jurgens Finance (Pty) Ltd and Jurgens Insurance Brokers (Pty) Ltd, both authorized financial services providers in South Africa.
Differentiator
Problem solved
Functional benefit
Products and services
- Wealth Management Independent, personalized wealth management service providing unbiased financial advice and bespoke investment portfolios tailored to each client's risk appetite and tax concerns, delivered by Certified Financial Planners using Morningstar's valuation-driven investment process. For individuals and corporate clients seeking long-term investment solutions.
- Short-term Insurance Advisor-led short-term insurance brokerage for personal and business clients, providing tailored cover assessments and solutions rather than call-centre, one-size-fits-all policies. Operated through authorized FSP #7980.
- Body Corporate Insurance Specialized insurance for sectional title / body corporate environments covering buildings, common property, common property contents, office contents, moveable property, theft of exterior fixtures, and fidelity insurance.
- Contractors All Risks Insurance Insurance for building contractors, plumbers, electricians, carpenters, and installation specialists covering permanent and temporary construction, repair, or renovations with public liability and third-party coverage.
- Cybercrime Insurance Protection against liability from privacy breaches, business email compromises, cyber extortion demands, data breaches, and data restoration. Targeted at South African businesses given the country's third-highest global cybercrime victim ranking.
- Directors and Officers Liability Insurance Personal liability protection for directors and officers of SMEs and listed companies, addressing exposures created by the South African Companies Act (2008).
- Professional Indemnity Insurance Coverage for professional negligence or oversight, failure to meet obligations, and legal costs for businesses or individuals offering advice or consulting services.
- Marine Cargo Insurance Protection for goods transported via sea, road, air, or rail against loss or damage, including offloading at ports of distress; offers annual declaration and once-off shipment options.
- Plant All Risk Insurance Insurance for businesses owning or hiring heavy-duty machinery (graders, excavators, yellow plant) covering damage, loss, and site-related public liability.
- Employee Benefits Management Management of employee benefits as a discrete offering within the wealth and insurance proposition, serving corporate clients with benefits administration needs.
Quantifiable outcome
- Jurgens Balanced fund returned 18% for full year 2025/26 (as of March 31, 2026)
Companies that use Jurgens Group
Customer profileNamed customers7 records
Segments2 records
Ideal customer profiles2 records
Jurgens Group technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Jurgens Group partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered minor and core.
- PRN Advisory and Tax ServicesminorMarlene Da Silva, a tax consultant from PRN Advisory and Tax Services with over 20 years of experience, is now available in Jurgens Group's offices three times a week to provide expert tax guidance to clients.
- Henley Air and Kids' FlightminorMark Jurgens and Greg Brits represented Jurgens Group at the sponsored inaugural charity golf day hosted by Henley Air and Kids' Flight. Kids' Flight provides life-saving air ambulance services to critically ill children.
- MorningstarcoreMorningstar is a cornerstone partner in Jurgens Group's investment process. Their team meets with Jurgens Group every two weeks, providing insights and guidance in asset allocation and portfolio management. Debra Slabber, Director: Portfolio Specialist at Morningstar, has collaborated on market insights and behavioural finance content.
- Anchor CapitalcoreAnchor Capital is an investment partner mentioned in client newsletters. Their Credo acquisition in the UK and strong portfolio performance have been highlighted as reinforcing the value of the partnership.
Scale indicators3 records
Recent moves8 records
Jurgens Group competitors and assessment
Company assessmentPeers
Broad incumbents
- Discovery Financial Advisors: Financial advisory arm of Discovery Limited in South Africa, providing wealth, insurance, and financial planning through tied and independent advisors — overlaps with Jurgens in HNW financial advice and short-term insurance placement, but backed by a much larger integrated financial services group.
- Old Mutual Wealth (South Africa): South African wealth management and investment advisory division of Old Mutual, providing unit trusts, retirement, and personal financial planning — a broad incumbent that competes with Jurgens in the HNW advisory and investment management space, but with a national footprint and tied product range.
- Glacier by Sanlam: South African intermediary wealth and investment platform within the Sanlam group, providing financial advisors with portfolio construction, tax-free investments, and retirement products — comparable to Jurgens in serving independent financial advisors with managed investment solutions, but at a much larger institutional scale.
- PSG Wealth: Large South African wealth management and advisory business within the PSG Konsult group, offering financial planning, investments, insurance, and employee benefits — a broader incumbent covering the same wealth and short-term insurance territory as Jurgens, but at significantly greater scale.
Regional players
- Sasfin Wealth: South African wealth management and advisory business within Sasfin Holdings, providing personalized investment and financial planning to HNW clients — comparable to Jurgens in client segment and personalized service, though Sasfin operates as part of a listed financial services group.
- Brenthurst Wealth & Risk: South African independent private wealth and short-term insurance advisory firm offering financial planning, investment management, and short-term insurance brokerage to HNW individuals — directly comparable to Jurgens's two-pillar model, with broader multi-branch presence in SA.
- Cobalt Partners: Independent South African wealth management firm providing bespoke investment, retirement, and tax planning advice to HNW individuals and families — comparable to Jurgens's wealth management arm in independence, fee-based model, and HNW focus.
Emerging players
- Saffron Wealth Management: South African independent boutique wealth management firm offering personalized investment and financial planning to HNW individuals — comparable to Jurgens as a small, fee-based, independent advisor competing for similar HNW clients in the same local market.
Direct peers
- Anchor Capital: South African asset manager and investment partner of Jurgens Group. Both firms deliver Morningstar-influenced investment processes and personalized portfolio construction; comparable in philosophy, though Anchor operates at a larger asset-management scale.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
Jurgens Group social profiles
Digital presenceJurgens Group financial estimates
Financial estimateRevenue estimate
Valuation estimate
Jurgens Group leadership team
Management profileNumber of profiles
Profiles10 records
Jurgens Group subsidiaries and ownership
Company hierarchySubsidiaries1 record
Jurgens Group funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Jurgens Group M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Jurgens Group
What does Jurgens Group do?
Jurgens Group is an independent financial services firm providing personalized wealth management and short-term insurance brokerage to individuals and corporate clients. The Wealth Management division constructs bespoke investment portfolios using Morningstar's valuation-driven investment process, while the Short-term Insurance division brokers personal lines plus specialized commercial cover (Body Corporate, Contractors All Risks, Cybercrime, D&O, Professional Indemnity, Marine Cargo, Plant All Risk). Services are delivered face-to-face by dedicated advisors at the Bedfordview office under FSP licenses #732 and #7980.
Is Jurgens Group a public or private company?
Jurgens Group is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Jurgens Group founded?
Jurgens Group was founded in 1989. It employs 11 to 50 people.
Where is Jurgens Group based?
Jurgens Group is headquartered in Bedfordview, South Africa, in the Africa region.
How does Jurgens Group make money?
Two revenue lines are on record. Wealth Management Services are the primary driver. The others are short-term Insurance Broking.
Who are Jurgens Group's main competitors?
Old Mutual Wealth (South Africa) is listed as a peer. Broad incumbents are Discovery Financial Advisors, Old Mutual Wealth (South Africa), Glacier by Sanlam and PSG Wealth. Regional players are Sasfin Wealth, Brenthurst Wealth & Risk and Cobalt Partners. Saffron Wealth Management is listed as an emerging player. Anchor Capital is listed as a direct peer.
Does Jurgens Group have an API?
No public API is recorded for Jurgens Group.
What industry is Jurgens Group in?
Jurgens Group's product category is Financial Advisory and Insurance Brokerage Services. Its primary akta.pro industry code is FSAEABAC, Private Banking & UHNW Wealth Advisory. Its NAICS code is 5242 and its SIC code is 6411.