About us
Honest advice. Real relationships. Lasting results.
WB Financial Planning is a Johannesburg-based independent financial advisory practice dedicated to helping South Africans build, protect, and grow their wealth — for life.
Our story
Planning futures since 1999
Since 1999, we have helped create programmes and portfolios to meet long-term financial goals. Whether you have questions about investments, taxes, retirement, 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 and 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 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 or 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.
"Every South African deserves access to honest, holistic financial advice — not just a product sale."
Warren Basel
Founder, WB Financial Planning
Meet your advisor
Warren Basel
Founder & Financial Advisor
Warren started his studies in 1991, completing a Bachelor of Commerce degree in Port Elizabeth before entering the commercial world of retail. In 1997 he moved to Johannesburg to open a successful wholesale business, and in 2000 joined the Financial Services industry.
He joined Liberty Life as a tied agent and moved across to a Momentum Franchise in 2003, progressing to an independent financial advisor in 2005 — and has been independent ever since. Warren brings years of expertise gained from the business world, his studies, and his years in the financial services industry, and is currently completing his postgraduate studies to attain CFP® (Certified Financial Planner) status.
Warren works under licence with Oracle Broker Services — South Africa's biggest independent brokerage — where he ranks at the top of the advisor line-up and holds preferential status with most of the financial service providers he is contracted to.
He also consults on business and hospitality-related issues and runs a successful consulting company, Phantasia Consulting. Visit www.phantasia.co.za.
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 are all fully licensed and credentialed, and you can count on unbiased recommendations and impartial guidance.
Ethics and integrity
We tell you what you need to hear, not what you want to hear. Our advice is always in your best interest — never driven by commission.
Client-centred planning
Your goals, your timeline, your risk appetite. Every plan is built around you — not a product catalogue.
True independence
We are not tied to any insurer or fund house. We compare the full market to find the best solution for your needs.
Long-term partnership
We review your plan regularly as your life evolves — because good advice doesn't stop at implementation.
Education and transparency
We educate clients through the decision-making process, explaining every recommendation in plain language so you always understand what you have and why.
Fully licensed and credentialed
We hold ourselves to the highest professional standards — in our qualifications, our conduct, and our ongoing service.
A proven approach
A strategy designed around you
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyse 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.
Understand
We start by listening — your income, your goals, your family situation, your existing cover.
Analyse
We review your full financial picture, identify gaps and opportunities, and benchmark against the market.
Recommend
We present a clear, personalised plan with product comparisons and honest trade-offs explained.
Implement
We handle all the paperwork and set everything up — you just need to approve.
Review
Life changes. We schedule regular reviews to keep your plan aligned with where you are now.
Ready to meet your advisor?
Book a free, no-obligation consultation with Warren and take the first step toward financial clarity.