2020 Resolution.."i will not spend every cent i make..."
Let us help you keep one of your resolutions
Millennials & Money
We understand young people & money
we have appropriate tools and plans
Corporate Financial Wellness
We’re famous for our friendly, personal help
with every area of your financial affairs.
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.
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
We have over 20 years experience providing expert financial advice.
A young, enthusiastic team of advisors are always here to help.
Our financial specialists ensure you get the optimum results.
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
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.