Online

Monday to Friday

Kyalami,

Kyalami, Midrand

+ 27 11 468 1296

Welcome to WellFin, Your Home of Financial Wellbeing

August 15, 2022

Online

Monday to Friday

Kyalami,

Kyalami, Midrand

+ 27 11 468 1296

Financial Wellness

2020 Resolution.."i will not spend every cent i make..."
Let us help you keep one of your resolutions

About Us
Contact Us Today

Women Wealth

Women's financial needs as a group are unique
even more so individually. We get that.

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Investment Advice

We bring decades of proven industry expertise
in driving our investment approach.

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Millennials & Money

We understand young people & money
we have appropriate tools and plans

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Corporate Financial Wellness

We’re famous for our friendly, personal help
with every area of your financial affairs.

About Us
Contact Us Today

Personal Finance

We’re famous for our friendly, personal help
with every area of your financial affairs.

About Us
Contact Us Today
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Financial Wellbeing

Even though we use money every day. Money does not come with an instruction manual
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Investment Advice

When you decide to save for a future purchase, be it a deposit for a new car or … read on
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Retirement Planning

No matter where you want your retirement savings to take you, it’s quick and easy to set up a pension.

What we Offer

We provide expert financial advice. With over 20 years of experience we’ll ensure you’re getting the best guidance from the smartest people in the industry. For businesses and individuals, you can rely on WellFin to deliver.
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About Us

With over 20 years combined experience in the financial services industry, we are financial coaching experts.  Lack of financial knowledge and product pushing has led many to poor and costly financial decisions. At Wellfin we will ensure that you are equipped with the financial knowledge you need to effectively manage your money. WellFin, Specialists in Financial Coaching, Corporate Financial Wellness, Investment Advice and Financial Planning.

Frequently Asked Questions

Are you a licensed FSP?

Yes, WellFin is a licensed Financial Services Provider under the group company BCAPITAL Investments

Do you offer individually tailored investment plans?

All investment advice is done in line with individual need and risk analysis

How would I go about planning for my retirement?

We offer tailored retirement advice and solutions

Helping Small Businesses just like yours

25

Employees

3

Locations

100

% Satisfaction

Why Choose Us?

Experienced

We have over 20 years experience providing expert financial advice.

Vibrant

A young, enthusiastic team of advisors are always here to help.

Professional

Our financial specialists ensure you get the optimum results.

Testimonials

Here’s what just some of our clients have said

WellFin assisted me with my post retirement planning, set up my pension & continue to support me.

Doc Kgarimetsa — Soshanguve, Pretoria

WellFin continues to walk hand in hand with me on my financial well being journey. I’m truly grateful.

Ms M. Zwane — Atteridgeville, Pretoria

For financial assistance I can’t recommend Broker enough, I’ve been delighted by the outcome.

B Zuze — Soweto, Gauteng

Broker has been marvelous for my business, their professionalism has been exemplary.

TV Sibeko— Katlehong, Gauteng

For expert financial advice you can trust WellFin

Our Partners

Request a Call Back

Would you like to speak to one of our financial advisers over the phone? Just submit your details and we’ll be in touch shortly. You can also email us if you would prefer.

For Businesses: Do you have questions about how WellFin can help your company? Send us an email and we’ll get in touch shortly, or phone +27 11 468 1296 between 09:00 and 17:00 Monday to Friday — we would be delighted to speak.

Note: Your details are kept strictly confidential as per our Privacy Policy.

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