Warren Basel Financial Planning

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Warren Basel Financial Planning Holistic - Lifestyle Approach To Financial Planning 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, 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.

You understand the value of education and the opportunities it creates, now take the next step to protect your child’s e...
22/10/2026

You understand the value of education and the opportunities it creates, now take the next step to protect your child’s education.

Discovery Life’s Global Education Protector ensures your child’s education can continue if you experience a life-changing event such as severe illness, disability, or death.

Contact me for more information.

0674243064
[email protected]

WB Financial - Holistic Financial Planning.HEALTH - WEALTH - INSURE - INVESTING - ESTATE PLANNING - WILLS - PORTFOLIO AN...
22/10/2026

WB Financial - Holistic Financial Planning.

HEALTH - WEALTH - INSURE - INVESTING - ESTATE PLANNING - WILLS - PORTFOLIO ANALYSIS - DEBT STRUCTURING - BUSINESS FINANCE - EMPLOYEE BENEFITS

Independent financial advisor representing SA’s top insurers and investment houses.

[email protected]
0674243064
www.wbfinancial.solutions

🛡️ "I already have life insurance. Why would I need another policy?"The cover you took out years ago was probably the ri...
12/10/2026

🛡️ "I already have life insurance. Why would I need another policy?"

The cover you took out years ago was probably the right amount at the time. But life rarely stays the same.

Since then you may have:
🏡 Taken out a bond on a home
📈 Earned a bigger salary
👶 Welcomed children into the family
💼 Changed jobs and lost (or gained) group life cover at work
💳 Taken on more debt or more people who depend on you

So the real question isn't "Do I need another policy?"

It's this: Is my total cover still enough for the life I have today?

For some people, the answer is adding a new policy alongside the old one. For others, it's increasing existing cover. And sometimes, a review confirms you're already well covered, which is good to know too.

A quick review costs you nothing but a conversation. Message us to book yours.

0674243064
[email protected]
www.wbfinancial.solutions

Protect Your Family Today - Boost Your Retirement For Tomorrow Life cover usually does one job: it looks after your love...
09/10/2026

Protect Your Family Today - Boost Your Retirement For Tomorrow

Life cover usually does one job: it looks after your loved ones if something happens to you. But the right plan can do more.

At WB Financial Planning, we help you find life cover that protects your family and helps top up your retirement savings, all built around your budget.

✔ Cover for the people who matter most
✔ Extra money towards retirement
✔ Independent, personal advice. We compare options so you don't have to.

Not sure if you're on track for retirement? Let's chat. No pressure, no jargon.

📞 0674243064
🌐 www. wbfinancial.solutions

💬 Or send us a message to get your free quote.

🛡️ Life Insurance That Does More Than ProtectWhat if your life insurance could protect your loved ones today while also ...
05/10/2026

🛡️ Life Insurance That Does More Than Protect

What if your life insurance could protect your loved ones today while also helping support your financial future?

With the right planning, you may have access to valuable benefits such as:

✅ Low premium increases – helping keep your cover affordable over the long term.

✅ The option to stop paying premiums at age 65 – while retaining your cover when you may need it most.

✅ Retirement-focused solutions – helping you build financial security for the years ahead.

Your life insurance shouldn’t just be another monthly expense. It should form part of a bigger financial plan.

📈 Protect today.
🏡 Plan for tomorrow.
🌅 Enjoy the future you’ve worked for.

Let’s look at whether your current cover is working as hard for you as it could.

📩 Contact WB Financial Planning for a personalised financial review.

0674243064
[email protected]
www.wbfinancial.solutions

Family Wealth Management. WB Financial Planning offers an holistic approach to financial planning. Helping families with...
29/09/2026

Family Wealth Management.
WB Financial Planning offers an holistic approach to financial planning.

Helping families with their financial planning needs and enabling them to create wealth as well as protect it.

www.wbfinancial.solutions
[email protected]
0674243064

Did you know most South Africans are underinsured — often without realising it? 📊Here are 5 life events that should prom...
06/09/2026

Did you know most South Africans are underinsured — often without realising it? 📊

Here are 5 life events that should prompt an immediate policy review:

1️⃣ Getting married or divorced
2️⃣ Having a child or becoming a dependant's guardian
3️⃣ Buying a home or taking on significant debt
4️⃣ A major salary increase or career change
5️⃣ Starting or growing a business

If any of these apply to you, your current life insurance may no longer be enough to protect the people who depend on you.

We're offering FREE life insurance reviews at WB Financial Planning — book a session with Warren Basel, CFP® and FSCA-registered advisor, and get clarity on where you stand.

🔗 Link in bio to book your spot.

https://wbfinancial.solutions/lp/life-insurance-review?utm_source=facebook&utm_medium=organic_social&utm_campaign=cmp_EWp_5UXIkt3Yh90c9EzMloNpqlGgmgzXiGFbJs9-uDc&utm_content=act_iAXMhUr3kye8NVdONmxe0ISx0sYTo5H4b2hc4qeidLI&utm_term=none

Book your free review — limited spots available

Your life has changed. Has your life insurance kept up? 🤔Marriage, a new baby, a salary increase, a bond — every major l...
23/08/2026

Your life has changed. Has your life insurance kept up? 🤔

Marriage, a new baby, a salary increase, a bond — every major life event can leave your existing policy underinsured or misaligned with what your family actually needs.

At WB Financial Planning, we're offering a FREE life insurance review for a limited time. In one consultation, Warren will:

✅ Assess whether your current cover is adequate
✅ Identify any gaps or beneficiary issues
✅ Recommend adjustments — with no obligation

As an FSCA-registered CFP® professional, Warren gives you independent, unbiased advice — not a sales pitch.

📅 Spots are limited. Book your free review today.

https://wbfinancial.solutions/lp/life-insurance-review?utm_source=facebook&utm_medium=organic_social&utm_campaign=cmp_EWp_5UXIkt3Yh90c9EzMloNpqlGgmgzXiGFbJs9-uDc&utm_content=act_pKalIRe6S-_AjJHZKeDn3Vg2yrPHpMaBlF0ayZAkd8s&utm_term=none

Book your free life insurance review

How to stay broke forever??Want to make the change?WB Financial - Giving You Financial Direction.HOLISTIC - LIFESTYLE - ...
18/08/2026

How to stay broke forever??

Want to make the change?

WB Financial - Giving You Financial Direction.

HOLISTIC - LIFESTYLE - FINANCIAL PLANNING.

Let’s chat:

0674243064
[email protected]
www.wbfinancial.solutions

Address

1 Anerley Road
Sandton
2191

Opening Hours

Monday 08:00 - 19:00
Tuesday 08:00 - 19:00
Wednesday 08:00 - 19:00
Thursday 08:00 - 19:00
Friday 08:00 - 19:00
Saturday 08:00 - 14:00

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