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.
Financial Planning
Life Insurance
Investments
Retirement Planning
Medical Aids
Medical Insurance
Wealth Creation
Wealth Protection
Wills & Trusts
Tax Savings
Car & Household Insurance
Home Loans
Company Details
- Founded
- -
- Address
- 1 Anerley Road, Johannesburg,gauteng 2193,south Africa
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.wbfinancial.solutions
- Keywords
- insurance, investments, wills, estate planning, financial planning, disability cover, medical aids, corporate benefits, personal and commercial insurance, dread disease cover, retirement planning.
- HQ
- Johannesburg, Gauteng
Wb Financial Planning Questions
Wb Financial Planning's website is http://www.wbfinancial.solutions
Wb Financial Planning's LinkedIn profile is https://za.linkedin.com/company/wbfinancialplanning
Wb Financial Planning's industry is
Financial Services
Wb Financial Planning's top competitors are
Nmg Benefits,
The Financial Planning Institute Sa,
Morebo Group,
Wb Financial Australia,
Alexforbes,
Accolade Financial Planning Services.
Wb Financial Planning's categories are Financial Services
Wb Financial Planning's founding year is 2001
