ATTITUDE DRIVES
PERFORMANCE

We're in this together.

Helping you define & enjoy your success journey.

We help you to find tailor-made solutions for both your investment and insurance needs, whether personal or corporate.

Simplifying Complexity

Participating in your plan with you

By understanding everything we can about your current financial situation and long-term goals, we are able to create highly tailored and individual solutions to help you achieve the financial future you desire.

Reducing Your Risks

We respect what you value

We make sure your portfolio is continuously fine tuned to get the best results. Your portfolio specialist will provide advice and give you the service you deserve. We manage your expectations on returns, benefits, and market performance.

Independent Advice

Because it's in your best interest

In conjunction with carefully chosen asset managers and other investment partners we offer personalised solutions for our clients where we actively invest our clients’ funds in bespoke portfolios tailored to their individual needs, risk appetite and tax concerns.

Your money is intrinsic to

Your Dreams

Your Voice

Your Business

Your Legacy

Working with you to expand and protect what you have

Whilst reducing your risks

Strengthening your voice

Empowering and simplifying wealth and insurance conversations

Wealth Management

We care about your future

Our specialized Wealth Management division takes pride in providing unbiased financial advice to our clients. In conjunction with carefully chosen asset managers and other investment partners we offer personalized solutions for our clients. we actively invest our clients’ funds in bespoke portfolios tailored to their individual needs, risk appetite and tax concerns.
Learn More

Short-term Insurance

Finding the cover you need

Our highly skilled Short-term Insurance team is dedicated to providing the best possible solution for your needs. We feel strongly that insurance is not a matter for a call-centre, one-size-fits-all solution. It is much more prudent to allow an expert to assess your situation and advise you on a solution tailored to your situation.
Learn More

Latest insight from Jurgens Group

Hold the power over your financial direction

First Quarter Newsletter 2026

May 6, 2026 No Comments

This edition looks at market volatility, investor psychology, and the importance of making calm, considered decisions in an unpredictable environment.

Fourth Quarter Newsletter 2025

December 11, 2025 No Comments

As 2025 ends, we reflect on a year of growth, transition, and new beginnings. Mark shares a personal update, Alan unpacks the power of good advice over predictions, and Greg offers key tips for the festive season.

Third Quarter Newsletter 2025

November 4, 2025 No Comments

This quarter, we celebrate women in leadership, share expert financial advice, and explore the power of purposeful wealth.

Our Clients: A Celebration of Our Success Together!

It is a very pleasant/safe feeling that I am so fortunate to have people who really care to safeguard my future

I would like to compliment you on the performance in projecting the financial data report received. It is a highly comprehensive report and has given a detailed view into the Trust. I appreciate the details and workmanship that had gone into it.

Thank you very much for your outstanding service! It is much appreciated.

Hi Mark, compliments on an excellent, customer focused, friendly, professional staff member you have in Jethro. Honestly, where do you find these amazing people you have there, I just cannot say enough how awesome they are. Their attitude to work and customers and delivering is just so heart warming. Really cannot believe you have such a well rounded team

It is always inspiring, beneficial and a pleasure to meet and deal with the Jurgens Team. The frank, honest and enlightening update sessions with Mark are appreciated and valued. As always, the friendly and professional manner one is treat by the Jurgens team is truly appreciated.

Thanks Jurgens team, you have always been a very professional outfit and honoured to have you look after my funds.

‘Attitude drives performance’ – really defines you. YOU ARE ABSOLUTELY THE BEST!!! “World class” customer services really do exist!!!

You can only achieve so much alone...

TOGETHER, WE ARE GREATER

Meet the team

We understand your life and your challenges

The Jurgens Team has many combined years in the industry, which brings a level of experience and expertise to finding a solution for their clients – be it personal or corporate, wealth management or insurance.