WL FINANCIAL SERVICES 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.

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 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.

Here are three more bonus thoughts!

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.

Meet Our Great Team

Jansie_Lombard

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. Jansie is responsible for all the administration of the life side of the business. She continually strives to manage the finances of the business fluently.

Willie_Lombard

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. Estate and retirement planning are his specialities.

Marietjie_Booysen

MARIETJIE BOOYSEN

Life Administrator

Marietjie started with WL Financial Services in January 2013. She handles all administration regarding life policies and investments. Marietjie has vast experience in client services in the banking industry have a passion for client services. She will help you with the greatest pleasure.