An independent financial and investment planning practice focusing on life assurance, retirement planning, investments both local and offshore, for both individuals as well as businesses

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”