GJM

GJM, trading as GJM Ultra Holdings, is an independent financial brokerage in South Africa that works mainly with doctors and other medical professionals. Greg Meaden set it up in 1999, and it now covers both the running of a medical practice and the personal finances of the people who own it.

Services

• Financial planning and asset management: investment and long-term planning, placing clients directly with fund houses.
• Ultra Billing: a cloud-based billing system for general practitioners, surgeons and specialists, with credit control and a billing portal.
• Ultra Tax: tax work for medical professionals, including payroll, balance sheets and objections.
• Short-term insurance: cover arranged for practices and practitioners.
• Estate planning: planning for how assets pass on.
• Medical aid switching: help with changing medical aid schemes.

Who it works with

The brokerage serves medical practitioners across South Africa, including general practitioners, surgeons and specialists. It states a client base of over 1,500 practitioners, with its tax division looking after more than 800.

Key facts

• Based in: South Africa
• Founded: 1999 by Greg Meaden
• Type: independent specialist financial brokerage