JD Lombard - Comprehensive Financial Planning

"It is not about having lots of money. It is about knowing how to manage it."

WHAT I DO

"It is not about having lots of money. It is about knowing how to manage it."

Walking the financial journey with you

I take my client’s financial goals just as serious as they do. I believe in building long-standing relationships to provide comprehensive financial planning to protect you from the ‘what if’ scenarios of life. This is what I do and what I love. I am privileged to walk this journey with my clients daily.

Personal Insurance

Life Cover

Pays your beneficiaries a lump sum sufficient to settle outstanding debts and financial costs after your death.

Disability Cover

Can ease the financial burden of illness and injury allowing you to focus on recovering and adjusting to a new way of life.

Income Protection

Helps you take care of your family financially, regardless of what life event negatively impacts your income.

Dread Disease Cover

Comprehensive plans for critical illnesses you may suffer from, that include even unknown and rare illnesses.

Funeral Cover

Allowing family members to provide their loved ones the dignity of a funeral they deserve.

Retirement Planning

Tax-Efficient and Cost-Effective investment solutions to help you reach your retirement goals.

Preservation Funds

Ensures the continued growth and preservation of your retirement fund.

Investment Planning

Structure your investment according to your unique financial plan, whilst providing you with access to your money.

Education Investments

With education becoming an increasingly large financial burden for households it's never too early to start saving towards your child's education.

Business Insurance

Buy & Sell Cover

These agreements establish a market value for share holder's shares of the company.

Key Person Cover

Business owners can protect themselves from the financial consequences of loss of a key employee.

Liability Cover

Coverage to protect your business in the event of liability claims.

Pension & Provident Funds

Help provide for your employees’ retirement by setting up pension and provident funds specifically for your business.

Group Medical Cover

Group Medical insurance customised for your employees needs.

Funeral Benefits

Allowing family members to provide their loved ones with the dignity of a funeral they deserve.

Other Services

Short Term Insurance

Car, home and asset insurance that helps you rest easy knowing that you are protected against anything going wrong.

Medical Aid & Gap Cover

Ensure that you are covered when medical expenses are more than base medical aid costs.

Last Will and Testaments

Ensure your legacy and wealth is protected and your last wished honoured.

Tax & Accounting Specialists

Specialists to help you with your personal and business accounting and tax requirements.

Home Loans

Helping you secure the right home loan with expert advice and personalised support every step of the way.

Legal Advice Experts

Specialists legal services to help you with your personal and business legal requirements.