WL FINANCIAL SERVICES
FSP: 47386
is a Nelspruit based specialist financial planning services company that was incorporated in 2001. Our core competencies are, Death and Disability planning, Retirement planning, Investment planning, Estate planning.
We deliver professionally curated personal service and attention to each client.
LET'S US HELP YOUR FINANCIALS REACH NEW HEIGHTS.
WL FINANCIAL SERVICES delivers personal service and attention to each client.
Each client’s portfolio is managed according to individual preferences and risk tolerance. At WL FINANCIAL SERVICES your portfolio will be managed according to your needs and wishes.
We are committed to staying informed regarding the latest changes in the industry in order to enable us to always remain one step ahead. We see ourselves as the partner to your future.
Please Contact Us to make an appointment to come and speak to us about your future, or visit our offices situated in 24 Mostert street at the Merci Dieu Office Park.
With the Cape Town Cycle Tour recently behind us, the Two Oceans Marathon coming up next month and the Comrades a few weeks after that – we can learn a lot from these events.
SOME EXTRA FOOD FOR THOUGHT
Make sure you have a trainer, coach or support group
It’s not only the top-20 who have a coach or trainer – anyone who takes a long-distance event seriously will do their homework and make sure they have the input, support (and intervention!) of someone who will help them reach that goal.
Acknowledge trade-offs to reach your goals
For an athlete, this often means early mornings, a change in diet and missing out on certain social events in order to get in the training that they need. It could also mean additional costs for special training sessions, the correct gear and entry into training events leading up to the main event.
Be willing to put in the hard work
Most fit, able-bodied athletes cross the finish line on their own two feet (or wheels…). No-one carries them over the finish line. They have had to take each step and sweat through the hard uphills, enjoy the wind in their hair on the downhills and take in the sights for the scenic bends. It’s not just about crossing the finish line; it’s about the joy and growth that happens through hard work along the journey!
Whatever your journey is currently looking like – remember that you can reach out at any stage for a quick chat or longer conversation. We’re in this race together – so let’s enjoy it and finish strong.
THE RIGHT TEAM ON YOUR SIDE
WL Financial Services is a proud partner of Portfolio Analytics, an authorised Financial Services provider. FSP 631. Analytics is an independent multi-manager business, structured to offer specialist, risk-profiled solutions for wealth management and branded model portfolios as a Discretionary Fund Manager (DFM) to independent Financial Advisory businesses.
Analytics supports our business with research on investments planning, assistance with portfolio construction, appropriate fund selection, ongoing investment management, investment administration, investment reporting, training and compliance with the requirements of legislation.
With our curated group of Financial Enthusiasts, we’ll be more than able to help you on the road to financial success.
WILLIE LOMBARD
PGDFP, Adv PGDFP (UOVS)
Willie’s insurance career started at Sanlam in 1995, after farming for 15 years. He became an independent broker in 2000. Willie is a CFPA with the Financial Planning Institute. He also did his advanced qualification in portfolio construction. Investments and people is his passion and he spends hours doing research to ensure the best for his clients. He was the Momentum Broker of the year in 2008, and part of the Diamond group at Sanlam since 1998 2005/2008. Investments and retirement planning are his specialities.
JANSIE LOMBARD
Financial Director
She is Willie’s right hand and with him in business since 1995. She is the financial director of the company. She continually strives to manage the finances of the business fluently.
Marietjie Booysen
ADMINISTRATION
Marietjie has been part of the company for 10 years. She is the companies Life & Investments Administrator and will be able to assist with any relevant enquiries you may have.