Planning Futures
Since 1999, we have helped create programs and portfolios to meet long-term financial goals. Have questions about investments, taxes, retirement, and/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 & 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.
A Proven Approach
We start by clarifying our fee structure and explaining the different ways we can help. Then we analyze 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.
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’re all fully licensed and credentialed. And you can count on unbiased recommendations and impartial guidance.
Services Provided
Work Focus
financial services,
financial consultants,
insurance brokers,
financial advisory services,
investment services,
business consulting,
medical aid brokers,
insurance services,
insurance agents,
life insurance,
insurance consultants,
car insurance,
investment brokers,
disability cover,
retirement investments,
wills and trusts,
household insurance,
wills and estate