WARREN BASEL

FINANCIAL PLANNER

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.

Warren also has a specialist function in Financial Management and is able to assist clients with Turnkey Financial Services and Solutions.  He also has experience in Franchise Development and management and is able to assist clients with the set up and development of their franchise.

…Financial planning is about more than just good advise or investment returns.  It’s about providing guidance you can trust.   “

Warren started his studies in 1991 doing a Bachelor of commerce degree in Port Elizabeth, went into the commercial world of retail.
 In 1997 moved to Johannesburg to open a successful wholesale business, to once again exit in 2000 to join the Financial Services industry.
Joined Liberty Life as a tied agent and moved across to Momentum Franchise in 2003, to progress to an independent financial advisor in 2005 and has been independent ever since.

Warren brings to the table years of expertise gained from the business world, studies and years in the financial services industry. Currently completing his post graduate studies to gain CFP ( certified financial planner) status.
He is also consults on business and hospitality related issues and runs a successful consulting company, namely Phantasia Consulting.
www.phantasiaconsulting.com

…The art is not in making money, but in keeping it.”

Warren started out in the hospitality industry by playing music for corporate events and functions moving on to own nightclubs, action bars, restaurants and a hospitality marketing company which was involved with the inception and promotions of the University Of Port Elizabeth RAG functions, Port Elizabeth Technikon RAG functions, various South African Band concerts such as Springbok Nude Girls, Qu Cumba Zoo, Evolver, Watershed, Prime Circle, Parlotones and more.

Warren has been involved in promoting local concerts with international acts such as Whigfield, Night Crawlers, Urban Cookie Collective and Duran Duran.

Warren has run, owned and operated some very successful restaurants in
Port Elizabeth, which consisted of Toby Joes’, Tequila Sunrise and Einstein’s, these were all run simultaneously and were all highly successful. He managed a staff compliment of 150 and the combined capacity of these establishments totaled to 2300 people, he has the ability to take functions from inception to completion stage with ease.

Warren has also simultaneously run some iconic establishments in Gauteng and KZN area, namely TSG 4 Ways Mediterranean Grill Café, Joe Cools, The Cradle Conference and Function Venue, Miguel’s Mediterranean Grill and Calisto’s Umhlanga, these were also run simultaneously and were highly successful with a staff compliment of around 450 staff members and the combined capacity of these establishments totaled to around 4500 people.

  • TGI Fridays – Welkom – Orange Free State – Joint Owner
  • Utopia – Port Elizabeth – Eastern Cape – Sole Owner
  • Einstein’s – Port Elizabeth – Eastern Cape – Joint Owner
  • Tequila Sunrise – Port Elizabeth – Eastern Cape – Joint Owner
  • Toby Joe’s – Port Elizabeth – Eastern Cape – Joint Owner
  • Phantasia Promotions – Port Elizabeth – Eastern Cape – Joint Owner
  • TSG 4 Ways Mediterranean Grill Café – Fourways – Gauteng – Sole Owner
  • Joe Cools’ – Durban – Sole Owner
  • The Cradle Conference and Function Venue – Sole Owner
  • Miguel’s Mediterranean Grill Café – Joint Venture
  • Calisto’s Umhlanga – Joint Venture
  • Trio Modern Mediterranean – Welkom – Joint Venture

Above are some of the establishments that have been owned and operated by Warren Basel himself, all with great success.

Besides what has been owned and operated by Warren himself, he consults on all aspects of business, marketing and business development to various institutions from conceptual stage to implementation stage and beyond.

Warren has owned and runs, Phantasia Consulting which is a full turn key consulting company, looking at all aspects of the business from media, advertising, marketing, operations, systems, cost savings, brand development to name but a few.

Some of His Clients