top of page

A Premier Provider of Financial Planning Solutions 

Insurance | Investment | Health | Advisory

Family at a Beach

At Wallstreet Financial Services, we are committed to providing quality insurance, investment, retirement, and advisory services for all your needs. We help you navigate the complex world of insurance and investments, ensuring you make informed decisions in all aspects of your financial planning.

About us

In the world today, never have we been closer to being a global community.  Daily lives filled with full schedules and deadlines, all in the pursuit of a better future.
 
As a client focused insurance brokerage, Wallstreet Financial Services understands that in the dynamic world of Insurance and Investment the wellbeing of our clients and their loved ones are of paramount importance.
​
As a leading brokerage of comprehensive insurance and investment solutions with a strong presence throughout Gauteng, Pretoria, Cape Town and Eastern Cape, we are committed to safeguarding what matters to you most - your family, your assets, and your future.
 
Our tailored insurance products are designed to meet the diverse needs of our clients, providing peace of mind through unparalleled coverage and exceptional service.  
 
Wallstreet Financial Services stands out for its dedication to customer satisfaction and innovative insurance, retirement, and investment solutions. With over 19 years of accolades, we add significant value to our clients' financial planning.

Let Wallstreet Financial Services be your partner in navigating the complexities of insurance, so you can focus on living your best life.

Check out our Blogs:

Empowering you with insights, motivation and knowlege

2345

Our Partners

What our clients say..

"AJ has been assisting me with my financial planning for the past 14 years now.  Has a deep and detailed knowledge about what he is doing and he has by far exceeded my expectations in at least 3 instances in a space of only three months. I can only say what an awesome Financial Planner and amazing service"

Peter M

SOLUTIONS WE OFFER

-The right product for the right client -

Signing Contract

Life Insurance

Life Insurance is the best gift you can give your family 

Partners speaking to professional

Disability Insurance

Protect your income earning ability and your assets

Man and women sitting and talking

Critical Illness Insurance

To provide you with the necessary capital to get the best possible treatment

Signing Contract

Funeral Cover

Have the cover to give yourself and loved ones lasting dignity

Tell me more
Wheelchair Guidance

Medical Aid

Ensure that you can get private care when you need it most

Old lady hurt and in a wheelchair

Gap Cover

Covering the medical shortfalls when you have to get procedures done

Insurance Agent

Last Will and Testaments

Write your Wishes and plan your estate

Luxury Beach House

Retirement Planning

Retirement is coming, will you be prepared for it or not?

A Waiter Serving a Drink

Investment Planning

Local or international, we have the right Investment solution for you

Two men doing calculus

Income Tax assistance

We can help you structure your tax affairs, maximizing your allowable deductions

Laughing During a Meeting

Pension and Provident Funds

Do you want to give your employees group benefits?

Family home and vehicle

Short Term Insurance

Whether its your house, contents car or yacht, speak to us for a solution

Hotline Consultant

Engage With us

Send us your details so that we can connect with you on your financial planning needs:

  • Instagram
  • Facebook
  • LinkedIn

©2024 by Wallstreet Financial Services. All Rights reserved.

Wallstreet Financial Services is an authorized financial services provider (FAIS) 50314

​

bottom of page