Financial Planning

Financial Planning from Warren Basel Financial Planning

By: Warren Basel Financial Planning  11-23-2015
Keywords: Financial, Health Care, Insurance Brokers

Brief Introduction 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, 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”

Keywords: Auto Insurance, Building Insurance, Business Insurance, Financial, Financial Advice, Financial Planning, Health Care, household insurance, Insurance Brokers, Investment Planning, Life Insurance, medical, Retirement Financial Services, Retirement Planning, Vehicle Insurance

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Financial Planning

Services include, investments, life insurance, retirement planning, medical aid, disability insurance, retrenchment cover, tax savings, will ,trusts, estate planning