Holistic Approach To Financial Planning
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, business people as well as corporates. Warren Basel Independent Financial Planner, 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 to name a few.I would really like to have the opportunity to meet with you, I am an independent financial advisor, with 15 years experience in the industry and feel that I can add value to your portfolio by saving you money on your risk cover and ensuring that your investments are getting maximum returns. Bit more information about Oracle Broker Services: Oracle Brokers Services is an independent brokerage made up of 100 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: Life Insurance Bond Cover (Life cover to cover your bond) Disability Insurance Dreaded Disease Cover Retrenchment 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 For the best advice, service & investment returns contact Warren Basel on: 082 490 5182 E-mail: warrenb@oraclebrokers.com
