9 JUBILIST STREET, OFFICE NO: 2, Alberton, 1449
Wezi Financial Advisors, Alberton
Opening Hours
Closed now, Opens in 13 hours
| Thursday | 08:00 - 16:30 |
| Friday | 08:00 - 16:30 |
| Saturday | Closed |
| Sunday | Closed |
| Monday | 08:00 - 16:30 |
| Tuesday | 08:00 - 16:30 |
| Wednesday | 08:00 - 16:30 |
updated more than 2 years ago by Andrew Banda
Opening Hours
Closed now, Opens in 13 hours
| Thursday | 08:00 - 16:30 |
| Friday | 08:00 - 16:30 |
| Saturday | Closed |
| Sunday | Closed |
| Monday | 08:00 - 16:30 |
| Tuesday | 08:00 - 16:30 |
| Wednesday | 08:00 - 16:30 |
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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: 3900
OUR 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
Company 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:
- 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
- Medical aid scheme analysis
• Benefit
• Scheme solvency
• Financial stability and sustainability
• Risk management philosophy
• Scheme administration efficiency
• Benefit and cost comparison
• Scheme Governance
- 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
- Wellbeing Services
• Heath risk assessment
• Financial planning
• Stress management
• HIV impact analysis
- Actuarial Services – when needed
• Clinical data analysis
• Cost and benefits analysis
• Budget focus
• Risk analysis
Foreign language description
Client needs:
We build sustainable partnership with our client with objective of growing their business
We create value for our clients by helping them understand their organization Health and Financial wellbeing
We effectively manage the company’s employee benefit requirements and align to organizational strategy for the productive work force
We commit to being the industry experts and pledge to extract maximum value for you from every rand spent
Our Servicing model:
Quality
Wezi Financial Advisors strive to provide quality services to the clients through highly qualified and experienced team of consultants. Our interactive approach with our clients helps us to know their requirements that we work in right direction to get desired healthcare results.
Objectivity:
Our purposeful and unbiased approach ensures that our clients get the right advise to make informed decisions.
Timeliness:
Time is one of the precious commodities in the world today. We respect the deadlines given by our clients and deliver services within the ambit of given time.
Cost-effectiveness:
We provide cost-effective services to our clients without compromising the quality, timeliness and other aspects of services. Our efforts are to minimize the unnecessary cost for our clients.
Expertise:
Our team of consultants possesses wide experience in the aspects of Financial Services, Healthcare, Management and Administration.
Categories & Keywords
- Investment Services
- Financial Advice
- Medical Aids
- Funeral Cover
- Life Cover
- Retirement Annuities
- Education Policy
- Healthcare Policy
- Wellness Being Services
- Actuarial Services and Car & House Insurance
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 Wide
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Products
Medical aid cover and Funeral benefit
. Get a medical aid cover for as little as R450 a month . Get R10,000 funeral cover benefit for principal member and pay R12.50 for 1 child, 7 children for free. (2013 rates -Terms & condition apply) ...more