Royal Financial Square
Royal Financial Square
Royal Square Financial (Pty) Ltd is a 100% black-owned and controlled company that was established in 2009.

Royal Square Financial (Pty) Ltd is a 100% black-owned and controlled company that was established in 2009. Royal Square Financial is a growing brand in the South African financial services industry that was founded on the premise of a need for an independent black-owned Financial Advisory and Wealth Management company whose primary focus would be servicing high net-worth individuals, businesses and professionals who have a need for an independent and integrated approach to Wealth Management.

Our services include Life & Health Insurance, Retirement Planning, Financial Planning, Estate Planning, Trusts & Wills, Local Investments, Offshore Investments, Unit Trust Investments, Budgeting, Banking, Car & Home Insurance, Business Insurance, Commercial Insurance, Private Client Insurance, Real Estate Services and Mortgage Finance.
+27 11 784 2282
+27 86 765 0234
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

“Giving you financial direction”