financial planning

BlueLine Financial Advisors
A small financial advisory firm that provides niche advise to high net worth individuals in South Africa.

A small financial advisory firm that provides niche advise to high net worth individuals in South Africa.

Website
011 447 8823
011 447 8823
Hans Van Beek – Financial Planning
As a qualified professional with knowledge and experience of all
aspects of personal finance, I can help you achieve your long-term financial goals.

As a qualified professional with knowledge and experience of all
aspects of personal finance, I can help you achieve your long-term financial goals.

27 (0) 82 455 5637
JanPlan Financial Services
Independent Financial Planning Practice

An Independent Financial Planning Practice specialising in:
Life insurance
Retirement Planning
Investment Planning
Personal and Commercial Insurance
Business Insurance
Medical Schemes
Gap Cover
Contracts with Sanlam, PPS, Liberty, Momentum, Hollard, Santam, Stanlib, Auto&General,Glacier

0538421074
0865661627
Warren Basel Financial Planning
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.
Products Offered:

Risk Cover Products Offered – done through major listed companies:

• Life Insurance
• Bond Cover (Life cover to cover your bond)
• Disability Insurance
• Dreaded Disease Cover
• Retrenchment 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

For the best advice, service & investment returns contact Warren Basel on: 082 490 5182
E-mail: warrenb@oraclebrokers.com

“Giving you financial direction”

http://www.insurancebrokersa.com
0824905182