Financial Advisor

SPECIALIST
BROKERS

 

Providing Financial Planning Services since 1989.  Working together with our individual and commercial clients, we provide insight, advice and support on their insurance and risk management needs

Business Colleagues
ABOUT US

With a work ethic based on uncompromising integrity and customer-centric principles, Welsh & Associates has been advising and assisting clients to manage one of the most important aspects of both their personal and professional livelihoods - financial security.

From retirement planning, liability cover, insurance, assets cover, medical aids to funeral schemes and more, at Welshfin we believe the best way to plan for a secure future is to thoroughly assess the present and to constantly evaluate your financial strategy to make sure that it works in your best interests.  

At Welsh & Associates we are acutely aware that people do business with partners they know they can trust and who can deliver the goods - no other reason.  It is our absolute focus to live up to these expectations in everything we do.

OUR SERVICES

It is not always easy to discern between “pie in the sky” pipe dreams and opportunities of value that lead to long-term growth and capital security, at Welshfin we help you analyse your current financial situation and risk exposure and aim to assist you to close the gap between where you are and where you want to be financially.  

With an abundance of information and misinformation out there, it is important to have an Advisor to guide you through economic pitfalls and to lead you to the achievement of your  goals.

Our services include:

Liability Cover
- Security Liability
- Cash-in-transit
- Special Events
- Contractor Liability
- Residents Associations
- Professional Indemnity
- Directors & Officers
- Fidelity Guarantee

Life Assurance
- Financial Needs Analysis
- Investments
- Pre and Post Retirement Planning
- Personal Risk Cover 
- Critical Illness Cover
- Wills, Estate Planning and Trusts
Business Covers (Keyman, Partnership insurance)

 

Assets Cover-
Commercial and Domestic

- Executive Motor
- Security Vehicles

Personal Accident

- Accidental Death
- Accidental Disability
- Hospitalisation

Retirement Funds
- Security Employees National Provident Fund (SENPF)
- Privately Administered
- Provident/Pension Funds


Claims Administration
- Provident Funds
- Private Groups

CONTACT US

Johannesburg Office

143 Newlands Avenue,

Western Extension; Benoni; 1501

Email: info@welshfin.co.za
Tel:  011-845-3839

Port Elizabeth Office

232 Cape Road Millpark 

Port Elizabeth​

Email: info@welshfin.co.za
Tel:  041-373-3768

Cape Town Office

10 Block A Grosvenor Square

Park Lane Century City; 7441

Email: info@welshfin.co.za
Tel:  041-450 0168 

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