Our Company

  • Home
  • About Us
shutterstock_1209857239-1

38+ Years Experience

Our expert team have refined financial planning and investment expertise.

About Dovale & Associates

Expert Wealth Mastery & Financial Planning

The landscape of financial planning is vast and requires significant skill and knowledge. It is said that knowledge is power. This is true for those that have it and often frightening for those who do not.

Effective financial planning can be overwhelming for those not directly involved in the financial services industry. The sheer variety and complexity of products available can be confusing, making decisions without professional assessment risky.

Get In Touch
About Jules Dovale

Meet The Founder & CEO

Jules Dovale's Background

With a career spanning back to 1985, Jules Dovale entered the financial services industry with Old Mutual as a financial planner. He progressed to the position of District Manager and ended his tenure as a tied agent after a period of 5 years.

Jules came to realise the absolute value to clients of truly independent advice and guidance, particularly in the fields of wealth management and estate planning. It was with this philosophy in mind of always placing the client first that he founded Dovale & Associates in 1990.

Extended Service Offerings

  • Wealth management
  • Pre and post retirement planning
  • Estate & risk management

Professional History

In order to remain current in the changing landscape of financial services, Jules obtained the prestigious Certified Financial Planning designation, followed by fellowship with the Financial Planning Institute of South Africa and a member of Masthead Financial Advisors Association, a network of notable peers within the industry.

Financial Planning & Wealth Management

Dovale & Associates understands that the construction and maintaining of investment portfolios requires skill, dedication, and specialisation in the field of investment management. We recognise that the disciplines required in the complex field of asset management is most critical in growing wealth as opposed to destroying value.

Our Affiliations & Accreditations

Dovale & Associates has written authority to market products from reputable suppliers. We are accredited to market products from:

  • Momentum
  • Discovery
  • Stanlib
  • Fedgroup
  • Brightrock
  • Coronation
  • Allan Gray
  • Sanlam
  • Ninety One
  • Glacier
  • Wealthport
  • Old Mutual
  • Liberty Life
  • Hollard
  • Boutique Collective Investments
PMX full logo for light BG-1
FPI logo
cfp
Member-of-Masthead-Financial-Advisors-Association-logo