Find a professional advisor/broker to look after your and your family’s financial planning needs.
Insurance, health, investment as well as estate planning tailored to your individual or business needs.
Our role as your financial advisor is to be your partner along your financial journey, as adviser, planner and sounding board. In partnership with you, we will define your financial needs and objectives and create a personalised plan to meet those objectives.
With us you are able to receive unbiased advice and access an array of offerings from multiple providers, all managed under one roof by our highly skilled brokers and admin team.
We offer free reviews of your existing portfolio as well as obligation free financial planning consultations for those taking the first step.
We don't sell policies but do pride ourselves in being able to highlight available blind spots in your thinking and recommending the best possible solutions, thus creating clarity in your priorities and allowing you to make informed decisions about your financial future.
- Growth Investing
(short or long term)
- Pre-retirement Investment
- Post-retirement Investments or about to retire
- Goal-based Investing
- Life Cover
- Disability Protection
- Income Protection
- Dreaded-illness Cover
- Retrenchment Protection
- Debt Protection Cover
- Shari’ah Compliant Investing
- Dowry Investment Plans
- Hajj/Travel Investment Plans
- Children Education Protection
- Education Saving Investment
- Life Cover/Protecting Dependents
- Immediate Family Funeral Cover
- Debt Protection Cover
- Dowry Investment Plans
- Hajj/Travel Investment Plans
- Business Assurance
- Buy and Sell Agreements
- Key Person Insurance
- Contingent Liability
- Future Liability
- Business Investment
- Corporate Pension and/or Provident Funds
- Employee Benefits
- Group Medical Aid
- Medical Aid
- Gap Cover
- Wills and Estate Planning
- Short-term Insurance
- Medical Insurance
- Benjamin Graham -
AUTHORISED FINANCIAL SERVICES PROVIDER
LWC Holistic Financial Solutions is an authorized financial services provider (FSP number 50236) in terms of Section 8 of the Financial Advisory and Intermediary Services Act. (Act No. 37 of 2002)
TCF POLICY
Our Treating Customers Fairly policy is centred around the guidelines provided by the Financial Services Board to ensure we consistently deliver fair outcomes to our clients and take responsibility for the business and staff providing an enhanced service quality to clients, based on a culture of openness and transparency. As a business, we take the requirements of the FSB seriously, in particular, the requirement to treat customers fairly.
POPIA PRIVACY POLICY
LWC Holistic Financial Solutions is committed to maintaining the privacy and security of its customers’ personal and private information. We comply with the POPIA Privacy Policy and have done a complete gap analysis of the security of information within our company.
COMPLAINTS PROCEDURE
Should you wish to pursue a complaint against a key individual or representative of LWC Holistic Financial Solutions, you should address the complaint in writing to us at info@lwc-hfs.co.za If you cannot settle your complaint with us, you are entitled to refer it to the Office of the FAIS Ombud, at info@faisombud.co.za or telephone number 0860 324 766. The Ombud has been created to provide you with a redress mechanism for any inappropriate financial advice that you feel may have been given to you by a financial advisor.
Landline: 021 206 6415
WhatsApp: 0623535971
info@lwc-hfs.co.za
41 Constantia Main Road, Plumstead 7800
Monday - Friday
08:30 – 16:30