Experience and Knowledge

Phakamile Majombozi (director) has over 15 years employee benefits experience, having previously worked for some of the country’s leading employee benefits and insurance companies.

He is a Certified Financial Planner® with a Postgraduate Diploma in Financial Planning and an Advanced Postgraduate Diploma in Financial Planning (investments) from the University of the Free State.

He holds a Higher Diploma in Tax Law from the University of Johannesburg. He also holds the Insurance Institute of South Africa’s (IISA) Certificate of Proficiency (CoP), Intermediate Certificate in Business Studies (ICiBS) and Higher Certificate in Insurance Studies (HCiIs).

He has also passed the regulatory RE1 and RE5 exams.

Jotelo Financial Planning (Pty) Ltd is a financial services business set up to specialise in employee benefits consulting, insurance broking and individual financial planning.

Jotelo Financial Planning is owned and managed by
Phakamile Majombozi. The business was established in March 2012.


Our primary focus is on the following businesses:

Advisory and secretarial services to employer sponsored pension and provident funds.

Intermediary services to small and medium sized businesses; and individuals for long & short term insurance products.

Investment, life insurance, retail pension, estate planning and tax planning advice to individuals.

Why Jotelo Financial Planning?
Jotelo Contact Information:

Jotelo Financial Planning (Pty) Ltd

Phakamile Majombozi (director) CFP ®
Authorised Financial Services Provider 43916


Telephone: +27 11 985 5591
Facsimile: +27 86 770 9843
Mobile: +27 76 196 0600


E-mail: pmajombozi@jotelo.co.za
Website: www.jotelo.co.za


PO Box 200, Diepkloof, 1864
1421 Zone 1, Diepkloof, 1864


“No more effort is required t o aim high in life, to demand abundance and prosperity, than is required to accept misery and poverty” N. Hill

Mission Statement
Vision Statement
about-us
Complaints Procedure:
An internal complaints resolution system and procedures in relation to Jotelo and its clients are maintained by Jotelo
as required by the `Code of Conduct for Authorised Financial Services Providers And Their Representatives’ and are
available for inspection by Jotelo’s clients.

Shape 8

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