Warren Basel is an independent financial advisor with over two decades of experience — licensed under Oracle Broker Services, South Africa's largest independent brokerage, and currently completing his CFP designation.
"One hour spent with us is worth tens of thousands of rands over the long term."
Independent Financial Advisor · Business Consultant
Warren Basel has been helping South Africans build financial security since 2000 — and has operated as a fully independent advisor since 2005.
He works under license with Oracle Broker Services, South Africa's largest independent brokerage — ranking at the top of their advisor lineup and holding preferential status with most providers. Not tied to any product house, Warren searches the entire market to find the right solution for each client. Currently completing his CFP (Certified Financial Planner) designation.
Our commitment to ethics and integrity means you get unbiased recommendations and impartial guidance — always.
From protecting what you have to growing what you want — Warren covers the full financial spectrum, with access to 30+ of South Africa's leading providers.
Life, disability, dreaded disease, income protection and business insurance — structured around your life and budget.
Medical aid, hospital plans and gap cover for individuals, families and corporates — compared across all major schemes.
Pension funds, preservation plans and retirement annuities built around your timeline and lifestyle objectives.
Unit trusts, tax-free investments and lump sum products — with ongoing portfolio management and servicing.
Wills, trusts and estate planning to ensure your wealth transfers according to your wishes.
New home loans, second bonds, switches and debt consolidation — through the full home loan channel.
Key man insurance, partnership cover, corporate pension funds and business brokering.
Before we recommend anything, we understand everything. That's the difference between a product seller and a financial planner.
Warren is not tied to any one product provider. This independence means every recommendation is based solely on what's right for you — not what pays the highest commission. He searches the entire market on your behalf.
Before anything else, Warren conducts a detailed financial needs analysis. Your circumstances, goals, budget and family situation are understood in full before a single product is discussed.
Financial planning is not a once-off event. Warren monitors and reviews your portfolio as your life changes — adjusting, updating, and ensuring your plan keeps working for you over the long term.
Because Warren is fully independent, he has established relationships with 30+ of South Africa's top financial service providers — giving clients access to the full market.
Plus short-term insurance through Santam, Hollard, Old Mutual Insure, Discovery Insure and more.
Book a free 30-minute consultation with Warren. There's no pressure and no commitment — just a straightforward conversation about where you are and where you want to be.
Book Online NowOr call 067 424 3064
"It is never too early or too late to get started on your financial goals."