top of page

Do You Have An Updated Last Will And Testament


If you have not got this in order - then i suggest you schedule a no obligation - no charge consultation with myself to get your will in order and formulate a financial plan

Contact me Warren Basel on 082 490 5182 - email : warrenb@oraclebrokers.com

Below Is a list of products and services i offer as well as some of the service providers I am contracted to:

Risk Cover Products Offered – done through major listed companies:

· Life Insurance · Bond Cover (Life cover to cover your bond) · Disability Insurance · Retrenchment Cover · Dreaded Disease Cover · Business Insurance (Key man and partnership Insurance) · Income Protectors · Hospital Plans · Medical Gap Cover · Medical Aid ( Personal and Corporate ) · Funeral Plans ( Personal and Corporate )

Financial Planning Products Offered – done through major listed companies:

· Retirement Planning · Education Provision · Tax Free Local & Foreign Investments · Debt Consolidation – Accessing Funds ( home loan channel) · Home Loans – New loans, 2nd Loans, Switches · Various Investment Products · Debt Redemption Plans · Preserver Plans For Pension & Provident Funds · Unit Trusts · Pension & Provident Funds ( Small to Large Enterprises )

Other Services Offered Include: · Wills, Trusts, Estate Planning · Personal Loans · Business Broking · Tax Savings, Accounting Services, Accounting Software Sales ( Personal and Business ) · Short Term Insurance – Motor, Household, Commercial, Business · Financial Analysis – Investments and properties · Servicing of Existing Portfolios · Lump Sum Investments

Life Insurance Partners

Discovery Life Momentum Liberty Life Brightrock Sanlam

PPS ( Professional Provident Society) Old Mutual Hollard Life Altrisk

Investment Houses Allan Gray Investec Stanlib Sasfin

Car, Household and Business Insurance Santam Mutual and Federal Discovery Insure First For Woman AIG Zurich Momentum Insure Hollard Renasa Unity Auto And General

Medical Benefits

Discovery Health Momentum Health Bonitas Medical Scheme Liberty Medical Scheme Stratum Medical Benefits

Featured Posts
Recent Posts
Archive
Search By Tags
Follow Us
  • Facebook Basic Square
  • Twitter Basic Square
  • Google+ Basic Square
bottom of page