Welcome to Wezi Financial Advisors "Working with you today for a better tomorrow."
This philosophy drives us to provide personalized financial solutions that cater to your unique needs and aspirations.
About Us
Learn More About Us
Book a Consultation
+27 11 041 0199
Wezi Financian Advisors is an accredited Financial Service Provider with FSP No: 44075 with a proven track record of excellence. Our consultant are highly trained and have extensive experience in the financial services industry.
- Honesty: We believe in transparent communication and ethical practices in all our dealings.
- Integrity: We uphold the highest ethical standards, ensuring that our clients can trust us with their financial well-being.
- Innovation: Our proactive approach ensures that we stay ahead of industry trends, allowing us to provide cutting-edge solutions.
We comply with the FAIS Act of 2002 and are accredited by Financial Sector Conduct Authority ensuring that we operate within legal frameworks for your protection.
Mission Statement: We aim to provide services that are affordable, accessible, and easy to understand, empowering our clients to achieve their financial dreams and independence.
Comprehensive Financial Services Tailored to You
Insurance Consulting: Our independent insurance consultants work with a wide range of insurance companies to provide unbiased solutions that meet your needs. We specialize in short- and long-term insurance, including life cover, funeral cover, and car & house insurance. Our team has extensive experience in managing claims and administration processes, ensuring minimal stress for you during difficult times.
Investment Planning
We provide guidance on market-linked endowments, provident and pension funds, and various structured investment products. Our goal is to help you grow your wealth sustainably while addressing your specific investment objectives.
Risk Management & Compliance
Our dedicated compliance officers actively monitor regulatory requirements, ensuring that we adhere to all legal obligations. We provide Personal Indemnity and Fidelity Insurance, protecting both our clients and our firm from potential liabilities.
Business Planning
We offer expert advice and assistance for small and medium-sized enterprises (SMEs), focusing on: Buy and sell insurance. Key-person insurance to safeguard your business interests. Employee benefits including pension/provident funds, medical aid, group life assurance and commercial insurance.
Years of Collective experience
Legal & Compliance
Our Commitment to Confidentiality
At Wezi Financial Advisors, we place great importance on your privacy and compliance with all relevant legislation. We adhere to the highest standards of confidentiality and data protection.
Accreditation and Compliance
We are accredited with the Financial Sector Conduct Authority FSP No 44075 and the CMS 3900, ensuring that our services are regulated and compliant with the law.
Confidentiality
All client information is kept strictly confidential, and we will never share your data without your explicit consent.
Disclosure
We are independent financial advisors working with reputable product suppliers, and all commissions and fees are disclosed transparently.
Professional Indemnity
We maintain professional indemnity cover by providing you with peace of mind regarding to our advisory service.
Contact Us
Get in Touch We’re here to help
Your financial well-being is our priority, and we invite you to reach out for personalized assistance.
Contact Information
Phone: +27 11 041 0199
Email: info@wezifin.co.za
Address: Kingfisher Office Park, 5 Pheasant Street, Roodepoort 1709, South Africa
Enquiry Form
Please fill out the form below, and we will respond to your inquiry as soon as possible.