HOLISTIC FINANCIAL PLANNING GIVING YOU FINANCIAL DIRECTION EXPLORE SERVICES Risk Services | financial planning | business brokering
WB Financial Solutions2020-11-25T17:24:39+00:00

SERVICES

Whether you are currently in Business for yourself, managing a business or contemplating going into business, there is little doubt that its dynamic nature presents numerous challenges, rewards and demands.  WB Financial Solutions offers a range of financial and administrative management services to support, encourage and inform. Our objective is to provide services and guidance that complements our Client’s business goals and objectives.

Warren Basel

Warren works under license with Oracle Broker Services, which is South Africa’s biggest independent brokerage and ranks top in the advisor line up and has preferential status with most of the financial service providers he is contracted to.

He is also consults on business and hospitality related issues and runs a successful consulting company, namely Phantasia Consulting.

www.phantasiaconsulting.com

MORE ABOUT WARREN

WHY CHOOSE US

Our team is comprised of people with different kinds of finance experience, but we all have this in common, a commitment to ethics and integrity. We’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.

PLANNING FUTURES

Since 1999, we have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/or estate planning? One of our credentialed professionals would be glad to help.

We assist clients in creating financial plans to meet their financial objectives through savings & investments, tax reduction and personal protection plans within their affordability.

This is to ensure you reach FINANCIAL WELLNESS.

As each client is a unique individual with their own desires, needs and requirements,we offer professional step-by-step financial planning that is based on a detailed personalised financial needs analysis. This is undertaken over a period of time and in line with ever-changing budgetary and family requirements.

We pride ourselves in offering holistic planning services, educating clients through the decision-making process and allowing you to make the ultimate decision without being pressured into products/services that you do not need or cannot afford.

Before we ever get to recommending products, we do a thorough fact find to make sure we understand your individual circumstances and needs, as well as your objectives and aspirations for the future.

Whether planning for retirement or passing wealth onto future generations, WB Financial is not tied to any one product provider, so we can search the market to find a selection of the best products for your needs.

One hour spent with us is worth tens of thousands of rands over the long term.

A PROVEN APPROACH

We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze your goals and compare them to your current portfolio. Then we recommend a financial planning strategy designed to meet your needs, circumstances and risk tolerance.

FINANCIAL PARTNERS

Life Insurance Partners

Investment Partners

Insurance Partners

Medical Health Partners

Read More

Latest News

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Vestibulum a lorem velit. Etiam nec nulla a erat hendrerit varius sit amet et enim. Cras id tincidunt erat. Suspendisse facilisis condimentum urna.

Recent Posts

Contact Info

9876 West Green Street

Phone: 1-800-987-6543

Mobile: 1-800-345-6789

Web: Avada WP Theme

Top Sliding Bar

This Sliding Bar can be switched on or off in theme options, and can take any widget you throw at it or even fill it with your custom HTML Code. Its perfect for grabbing the attention of your viewers. Choose between 1, 2, 3 or 4 columns, set the background color, widget divider color, activate transparency, a top border or fully disable it on desktop and mobile.

Recent Tweets

Newsletter

Sign-up to get the latest news and update information. Don’t worry, we won’t send spam!

Thank you for your message. It has been sent.
There was an error trying to send your message. Please try again later.
Go to Top