Financial planning that covers
your entire portfolio

From insurance and investments to wills and fiduciary services, get all your financial needs handled by one trusted team.
No gaps, no juggling multiple advisors, just comprehensive advice built around you.

Get started today Explore our services

Authorised Financial Service Provider (FSP 43292)

One team.

Every financial need.

Since 2011, Juntos Financial Services has provided holistic, independent financial advice to individuals, families, and businesses across South Africa. We build long-term relationships, walking alongside our clients through every financial decision and life stage. With 30+ years of combined experience and a client-first approach, we deliver the comprehensive financial planning you need with the personal service you deserve.

30+

Years combined experience

6

Comprehensive Services

15

Years in business

100%

Independent Advice

How we help you

build financial security.

Four commitments that shape every client interaction and every recommendation we make.

Estate Planning & Wills

Ensure your legacy is protected and your loved ones are provided for with professionally drafted wills.

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Life & Risk Insurance

Protect what matters most with life cover, disability insurance, and income protection tailored to your needs.

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Investments

Grow your wealth with strategic investment planning designed for your goals and risk profile.

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Short-Term Insurance

Comprehensive cover for your home, car, and assets with policies that actually protect you when it counts.

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Medical Aid & Healthcare

Navigate complex medical aid options with expert guidance. Get the right level of cover for your needs without paying for benefits you don't use.

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Gap Cover

Your medical aid doesn't always cover the full cost of hospital treatment. Gap Cover bridges the difference so you're never left with unexpected bills.

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Why clients choose us

(and stay with us)

1.

All-in-one
financial services

You don't need separate advisors for insurance, investments, medical aid, and estate planning. We handle it all, ensuring every part of your financial life works together seamlessly.

2.

Ongoing support,
not one-off sales

We don't sell you a policy and vanish. Our clients stay with us for years, even decades, because we're committed to long-term relationships and continuous guidance as your life evolves.

3.

Expertise
you can trust

With 30+ years of combined experience and deep industry knowledge, we provide honest, transparent advice. If we don't have the answer, we tap into our trusted network to find it.

The people behind

your financial plan

Juntos was founded in 2011 with a simple mission: provide comprehensive, client-first financial advice without the fragmentation of working with multiple advisors.
Today, our team of experienced brokers serves clients across South Africa, building relationships that span generations.

More about us
Juntos Financial Services Bloemfontein

What our clients

say about us.

Real feedback from real clients who've trusted Juntos with their financial future.

"I had a very positive experience with Juntos Financial Services in Hopetown. The team provided a professional and friendly service, and the process was handled in a clear and understandable manner. Hantie Swiegers was extremely helpful and took the time to explain everything thoroughly until I understood it. I appreciate the excellent customer service and can confidently recommend Juntos Financial Services."
P. Koegelenberg
"Baie baie dankie aan Juntos wat my vinnig kon help toe ek 'n krisis gehad het met die mediese fonds tydens die opname van my dogtertjie by die hospitaal!!! Julle lewer uitstekende diens!! Baie dankie!!"
L. Wydeman
"What stands out to me is the personal service. I'm not just a policy number. Juntos takes the time to understand my needs and explains everything in plain language. When I had to submit a claim after a car accident, they were involved every step of the way."
J.L. Wiid
"Moenie verder soek na iemand om jou finansiële beplanning of versekering te doen nie. Klop aan by Juntos Finansiële Dienste. Almal vriendelike mense en elkeen werksaam daar loop die extra myl vir hul kliente. Ek en my vrou het eise wat Juntos vir ons hanteer het en ons kon nie vir beter diens vra nie. Well done Juntos julle is regtig staatmakers."
J.W. Lotz
"Excellent service! I can recommend Juntos with the greatest confidence. They are always very professional, friendly and extremely helpful. The service is fast and efficient, and they are always willing to go the extra mile. They have sorted out so many problems for me and I know I can always rely on them for trustworthy advice and support. It is truly a pleasure to work with them. Thank you to Juntos Financial Services for your outstanding service and dedication!"
C.M. Lubbe
"Die span het my gehelp om my finansies vanuit 'n heel nuwe perspektief te sien. Hulle het nie net na my beleggings gekyk nie, maar ook seker gemaak dat my risiko-dekking, mediese fonds en testament op datum is. Ek voel gerus dat my gesin beskerm is indien iets onverwags gebeur."
H. Barker

Ready to take control of
your financial future?

Whether you're planning for retirement, protecting your family, or building long-term wealth, we're here to help. Let's start with a conversation about your goals.

 Book a consultation Send us an enquiry

Send us an enquiry

We'll get back to you within one business day.

Get in touch

Reach us directly:

  • Authorised FSP
    FSP 43292
    Financial Services Provider