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:

  • Financial Needs Analysis

  • Risk product offerings

    • Providing your family financial security in the event of  your possible Death, Disability or Critical Illness

  • Medical Aid and Gap Cover

    • advice and products to ensure your family’s continued well-being

  • Investment offerings

    • for meeting short, medium and long term goals.

  • Pre and post Retirement Planning

  • Business Needs Analyses

    • including Partnership Insurance, Contingent Liability Cover & Keyman Insurance

  • Comprehensive Short-Term cover for both personal and commercial assets.

  • Wills, Estate Planning and Trusts

  • Annual Client risk and portfolio reviews

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