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
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