Holistic Approach To Financial Planning

Warren Basel
Mar 22, 2018
2 min read

With Over 15 Years of experience in Financial Planning, as well as being an independent advisor representing Discovery, Momentum, Liberty, Sanlam, Hollard, Altrisk, Brightrock, Stanlib to name a few, I can offer you a complete Financial Planning Service.

My Approach

I assist my 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, I 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.

I pride myself in offering holistic planning services, educating my 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.

I help families bring momentum, clarity, harmony and control to their wealth-building whilst eradicating the risks along the way. By re-positioning their monthly income, I make their money work harder for them so that they have the security they need for those things that matter the most - family, retirement and health. One hour spent with me is worth tens of thousands of rands over the long term.

Below is a list of products and services I offer.

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