Warren Basel - Independent Financial Planner

Our Approach

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.

Send An Email - Click Here

or email warrenb@oraclebrokers.com

Contact Warren Telephonically - Click To Call

Or Dial 082 490 5182

I am an independent financial advisor, taking on a holistic approach to financial planning. Looking at wealth protection as well as wealth creation for individuals, self employed individuals, as well as corporates.
Working In Conjuction with Oracle Broker Services. I represent Discovery, Liberty, Momentum, Hollard, Sanlam, Brightrock and various other insurance houses as well as investment companies, such as Investec, Fed Group, RMB, Allan Gray, Coronation, Stanlib to name a few.

With over 16 years experience in the financial planning arena, I believe that I can add value to your financial portfolio.

Bit more information about Oracle Broker Services:

Oracle Brokers Services is an independent brokerage made up of 120 registered financial planners with a combined total of over 500 years experience in the financial services industry.

Our philosophy is to provide complete and comprehensive financial advice and financial solutions to our client base which numbers over 30000 currently. At present we also manage over R1 billion of investments for our clients.

“Giving you financial direction”

Risk Cover Products Offered – done through major listed companies: