Financial Advisor - Business Consultant
Risk Services Offered
· Life Insurance
· Bond Cover (Life cover to cover your bond)
· Disability Insurance
· Dreaded Disease Cover
· Retrenchment Cover
· Business Insurance (Key man and Partnership Insurance)
· Income Protectors
· Hospital Plans
· Medical Insurance
· Medical Gap Cover
· Medical Aid ( Personal and Corporate )
· Funeral Plans ( Personal and Corporate )
· Short Term Insurance – Motor, Household, Commercial, Business
Financial Planning Products Offered
· Retirement Planning
· Education Provision
· Tax Free Local & Foreign Investments
· Various Investment Products
· Financial Analysis – Investments and Properties
· Servicing of Existing Portfolios
· Lump Sum Investments
· Debt Redemption Plans
· Preserver Plans For Pension & Provident Funds
· Unit Trusts
· Pension & Provident Funds ( Small to Large Enterprises )
· Wills, Trusts, Estate Planning
· Tax Savings Advice
Other Services Offered Include:
· Debt Consolidation – Accessing Funds ( Home Loan Channel)
· Home Loans – New loans, 2nd Loans, Switches
· Business Brokering
· Stock Trading Including CFD’s And Futures
· Business Transactional Finance
Liberty Life
Brightrock
Sanlam
FMI
PPS
Hollard Life
Capital Legacy
Discovery Life
Momentum
Old Mutual
Allan Gray
Investec
Coronation
Fedgroup
Satrix
10X
Stanlib
Sasfin Asset Managers
Santam
Hollard
Infiniti
Old Mutual Insure
Bryte
AIG
Renasa
Momentum Insure
Discovery Insure
Auto and General
First for Woman
Mi Way
MUA
Execuline
Discovery Health
Momentum Health
Bonitas Medical Scheme
Fedhealth
Medihelp
Profmed
Affinity Health – Medical Insurance
Unity Health– Medical Insurance
Stratum Medical Gap Cover
Sirago Medical Gap Cover
Sign up to get exciting financial updates
It is never too early or too late to get started on your financial goals. Tell us more about your goals, and we will get you started on a plan to achieve them.
1 Anerley Road, Johannesburg, Johannesburg, Gauteng 2193, South Africa
Cellular : 067 424 3064 Email : warren@wbfinancial.co.za
Open today | 08:00 – 19:00 |
Monday - Friday: 9am to 6pm
Saturday - Sunday: By special arrangement
Copyright © 2024 WB Financial - All Rights Reserved.