|Firm||Oracle Broker Services|
Astrotech Conference Centre, Annerley Road, Parktown, 2041
|Languages||English, Afrikaans (in order of proficiency)|
NQF Level 5 Financial Planning
|Life and Disability|
FOCUSWealth Planning, Risk Planning, Investments, Health Care. Medical Gap Cover, Wills And Estate Planning
Holistic approach to financial planning. I 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. I pride myself 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 I 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 I can search the market to find a selection of the best products for your needs.
OTHER COMPANIES REPRESENTED
With over 15 years in the financial services industry, i have been assisting clients achieve their financial goals.
I take on a Holistic Approach to Financial Planing and being independent, means that I can offer my clients the best products and advice in the market.
|Minimum Levels of Premium/Investment accepted||Lump Sum: R150000.00
Recurring monthly: R1000.00
|Remuneration||Fee OR commission|
|Legal structure of employer||(Pty) Ltd company|
|Number of staff||> 50|
|Indemnity insurance||Insurance: yes