Jurgen Eckmann

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Franchise

While the products J'rgen implements for his clients may be the same as any other financial adviser, he differentiates his service offering by enjoying a working relationship with clients based on understanding, trust and a tangible connection to goals. With this in mind, clients tend to look at long-term implications, instead of purely at costs. J'rgen also makes sure he follows through on the process by reviewing the financial plan and goals regularly to add real value to clients' lives and solidify his relationship with them. The committed family man enjoys spending time in the bush and at the coast, and when time permits, he watches and plays sport.

Qualification

BCom Investment Management, RE 5

Career history

Having matriculated at the King's School West Rand, and while studying part-time at Rand Afrikaans University (now University of Johannesburg), J'rgen worked at Discovery as a call centre agent, dealing with Vitality queries. After just nine months, he earned an invite to the annual awards evening and was named the fourth-best consultant in the country in a contingent of over 200. He then moved on to the Discovery Life servicing centre, dealing with multiple clients and brokers. J'rgen's career really took off when he became a broker consultant at a Discovery franchise called Discovery Consulting Services (DCS). Six months after signing up, at age 28, Momentum approached J'rgen to realise a long-held ambition and start a franchise with three colleagues. Within three years, the practice had grown to encompass 30 staff members and was placed in the top three Momentum franchises based on production. After four years, he decided to join Momentum Consult, putting his experience and knowledge to good use. He is now the franchise principal of Momentum Consult Hurlingham.