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Clear, personalised financial planning for every stage of life

With more than 34 years of experience, I provide a complete range of financial planning and investment services designed to guide you through life’s key financial decisions. The financial world is constantly changing, and my role is to simplify complexity, offer independent insight, and help you to make informed and confident choices.

Whether you are starting your career, building your wealth, preparing for retirement, or managing income after retirement, I tailor your financial strategy to fit your goals, your family, and your long-term priorities. I also work with entrepreneurs, international clients, and individuals navigating multi-jurisdictional portfolios.

My approach is grounded in three principles: clarity, long-term partnership, and practical solutions that work in the real world.

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Services Available

Investment Planning

Strategic investment solutions aligned with your goals to build and grow your wealth.

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Income Protection

Ensure a steady income even if you are unable to work due to unexpected events.

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Pre-Retirement Planning

Comprehensive planning for a comfortable retirement.

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Post-Retirement Planning

Comprehensive planning for a sustainable retirement.

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Medical Aid Guidance

Expert guidance to help you choose the right medical aid and healthcare solutions.

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Business Protection

Protect your business, key people and ensure long-term continuity success.

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Estate & Trust Planning

Protect your legacy and ensure your assets are distributed according to your wishes.

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Financial Reviews

Regular reviews to keep your financial plan on track and updated with your life.

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Life & Risk Protection

Guard your family’s future with suitable life cover and risk protection solutions.

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Critical Illness & Disability

Financial Protection when you need it most – for critical and disability.

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Financial Insights

Quarterly insights and market updates to help you make the informed financial decsions.

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Ready to improve your financial future?

Let us discuss your goals and build a plan that supports your long-term success

Contact Me Now
Genique Kriel
Financial Director
From the very beginning, John has been consistently professional in every interaction we’ve had. He always takes the time to explain concepts clearly and answer my questions in depth. I value his honest opinions, his willingness to challenge my assumptions, and the alternative perspectives he offers – while always respecting my wishes and keeping my best interests as his client at the centre. I’m truly grateful that John has made my investment decisions clear, straightforward, and stress-free!
Julio Fava
Semi Retired
Over the past decade, John Bruckmann has become not just our investment broker, but our trusted financial adviser. He has given me and my spouse honest, thoughtful guidance which has helped us build a strong and respectable portfolio. Whenever we’ve had questions (and there have been many), John has never hesitated to dig deeper, often going above and beyond what most advisers would do just to satisfy my curiosity. We’ve had plenty of lively debates, but we always arrive at common ground. We have recommended (and will continue to recommend) John to friends and family - because we trust his judgement, and his integrity is beyond reproach. Thank you, John!
Cheryll Cocking
Office Manager
Although our investments may be small compared to those of other clients, John has never made us feel any less important - nothing is ever too much trouble for him. He has walked a long road with us, helping us consolidate and manage our investments, and we trust him completely with our financial future. We have always found John to be professional, reliable, and genuinely committed to having our best interests at heart. His dedication and integrity give us great confidence, and we truly appreciate the support he continues to provide.
Dave
Self Employed
I have known John for many years. I have found his style of managing my investments to be spot on - he is considered and cautious, explaining all options and not rushing into anything without proper investigation and due consideration. He listens to our needs and makes sure that the advice matches our objectives. I would not hesitate to recommend him to anyone requiring a diligent financial advisor!