GPS coordinates: lat: -26.275681 - lng: 28.122404
Wezi Financial Advisors
Address:
9 Jubilist Street, Office No: 2, 1449 Alberton
Telephone:
011-869 7088 / 086 1111 245
Fax:
011869 9561
Opening hours
- Monday: 08:00-16:30
- Tuesday: 08:00-16:30
- Wednesday: 08:00-16:30
- Thursday: 08:00-16:30
- Friday: 08:00-16:30
- Saturday: closed
- Sunday: closed
Opening hours for Wezi Financial Advisors 9 Jubilist Street, Office No: 2, 1449 Alberton
Description
WEZI Financial Advisors CC registration Number: 2006/077913/23 is an authorized Financial Services Provider as per FAIS Act 37 of 2002 FSP No: 44075 and CMS accreditation No: 3900OUR SERVICES:
Individual and Group Financial Planning:
Life cover
Retirement Annuity
Investment
Education policy
Funeral cover
Car and House assurance
Medical aid - Medical arrangement, Wellness being services, Healthcare policy etc.
Actuarial Services
Keywords
Investments, Financial Advice, Funeral Cover, Life Cover, Medical Aids, Retirement Annuities, Education Policy, Healthcare Policy, Actuarial Services and Car & House Insurance, Wellness Being ServicesCompany description
Our Services include:Risk and Investment Solutions:
Our Clients have access to highly skilled consultants who will clarify their benefits and escalate any unresolved queries and liaise with them personally.
Liaise with Fund Administrators on your behalf to ensure that you are treated fairly and correctly, based on your benefit entitlements
Providing strategic advice to employers to ensure that they are correctly positioned for the long term savings.
We help employers to select the appropriate Fund Administrator
Presenting renewal benefits schedule
We educate our members in order for them to make well informed decisions
We provide complete specialist support to HR/ Payroll personnel on any employee group benefit query.
Health Care Solutions:
1. Human Resources Payroll support
• Aligning Company healthcare policy by insuring the company healthcare benefits are effective and measurable
• Industry and Legislative update
• Cooperate market review whenever necessary
• Employee post retirement medical aid analysis
• Billing reconciliation
2. Medical aid scheme analysis
• Benefit
• Scheme solvency
• Financial stability and sustainability
• Risk management philosophy
• Scheme administration efficiency
• Benefit and cost comparison
• Scheme Governance
3. Member Support
• Member needs analysis
• Member education
• Member query resolution
• Member news letter on scheme specific information
• Year end communication on scheme increase and benefit changes
• Help desk and renewal training session
• Plan selection
4. Wellbeing Services
• Heath risk assessment
• Financial planning
• Stress management
• HIV impact analysis
5. Actuarial Services – when needed
• Clinical data analysis
• Cost and benefits analysis
• Budget focus
• Risk analysis
Service Areas
Wezi Financial Advisors aims to serve all sectors of the economy by providing services that are affordable, accessible and appropriate. We source effective solutions to our client’s needs, through independent and unbiased consulting national wideContact Persons
Andrew Banda
MANAGEMENT
MANAGEMENT
0118697088
0730068932
011869 9561
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