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.
Why 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.
OUR TEAM - Warren Basel
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.
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
Visit www.phantasia.co.za
