Jordan Limited

Simplify Your Financial Journey

Comprehensive financial planning and investment management to handle all your needs

Welcome To Jordan Limited

A Five Star Professional Service

To ensure you will have the best possibility of reaching your financial goals, Jordan Limited follows a simple, yet comprehensive "needs based" financial planning method. With "needs based" we build your financial strategy around you and your individual needs. We exercise this procedure with no expectations, notions or preconceived ideas. Everything we present will be unique to you personally, giving you the best opportunity to reach your specific financial targets.

Who We Are

Jordan Limited know that along with financial success comes increased responsibilities

What We Do

Our core practices enable you to evaluate and develop a successful path moving forward

The Markets

See what is in the news and how the markets are performing at this moment in time

Are You Ready To Take
The Next Step

Apply for an account with us. Simply download the PDF form and complete the form. (It is advisable to speak with portfolio manager prior to completing the application).

PDF FORM

Investment Management

Jordan Limited has a very experienced management team that have developed an institutional investment approach modelled on the strategy employed by successful institutional investors, adopting...

Financial Planning

Every client relationship starts with a discovery period that permits us to have insight into your goals, financial outlook, and income protection methods. During this time, we will also learn...

Risk Management

Insurance needs are often neglected or misunderstood. Jordan Limited works with you to help identify the need for life, disability or long-term care insurance and will work with our expert partners...

Retirement Income

The cornerstone of our relationships is providing our clients with the confidence to be financially secure during retirement. This requires striking a delicate balance between continuing to accumulate...

Benefits Of Sound Planning

The benefits of sound financial planning reach far and wide. We encourage our clients to achieve their best in life by improving cash flow and income, manage investments correctly and prepare for the future. Our team assist all clients in achieving the goals they wish to set.