South African Financial Advisory
Financial Advisor
Johannesburg
Giving You Financial Direction
From insurance and investments to retirement and business finance — WB Financial Planning guides you at every stage of your financial journey.
Partnered with Liberty Life, Sanlam, Discovery, Allan Gray & more
Our Services
What We Do
Protection & Insurance
- Life Insurance
- Bond Cover
- Disability Insurance
- Dreaded Disease Cover
- Retrenchment Cover
- Business Insurance (Key Man & Partnership)
- Income Protectors
- Hospital Plans
- Medical Aid (Personal & Corporate)
- Funeral Plans
- Short Term Insurance
Investments & Retirement
- Retirement Planning
- Education Provision
- Tax Free Local & Foreign Investments
- Lump Sum Investments
- Unit Trusts
- Pension & Provident Funds
- Wills, Trusts & Estate Planning
- Tax Savings Advice
- Debt Redemption Plans
Business & Finance
- Debt Consolidation
- Home Loans (New, 2nd, Switches)
- Business Brokering
- Stock Trading incl. CFDs & Futures
- Business Transactional Finance
Your Financial Partner
Holistic Financial Planning — Giving You Financial Direction
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.
Financial Service Partners
Common Questions
Financial Planning FAQs
Answers to the most common questions about financial planning, insurance, and retirement in South Africa.
The best first step is a free consultation with a qualified financial advisor. At WB Financial Planning, we assess your current situation, goals, and risk profile to build a personalised plan covering insurance, savings, investments, and retirement — all in one holistic strategy.
Sign up to get exciting financial updates
Stay informed with the latest financial insights and tips.
Let's Talk
Get Started Today
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.