What you should know about Warren Basel 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 Partnership with Oracle Broker Services I represent Discovery, Liberty, Momentum, Hollard and various other insurance houses as well as investment companies, such as Investec, Allan Gray, RMB to name a few.I would really like to have the opportunity to meet with you, I am an independent financial advisor, I have got 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.
- Financial Planning
- Wealth Creation
- Wealth Protection
- Wills & Trusts
- Tax Savings
- Car & Household Insurance
- Home Loans
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 InvestmentsFor the best advice, service & investment returns contact Warren Basel on: 082 490 5182E-mail: firstname.lastname@example.org
Discovery, Liberty Life, Momentum, Sanlam, Brightrock, Old Mutual, Hollard, Stanlib, Allan Gray, Investec