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Expert Financial Planning Services | Wallstreet Financial Services

A Premier Provider of Financial Planning Solutions 

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 WALLSTREET FINANCIAL SERVICES

We understand that in the dynamic Insurance and Investment landscape, your financial security is paramount.

As a leading brokerage of comprehensive insurance and investment solutions 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 South Africans, providing peace of mind through unparalleled coverage and exceptional service.


With a deep-rooted presence in Gauteng, Cape Town and the Eastern Cape we focus on our clients - first. 

 

Wallstreet Financial Services stands out for its dedication to customer satisfaction and innovative insurance, retirement, and investment solutions. With over 18 years of accolades, we add significant value to our clients' financial planning.

Discover the Wallstreet Financial Services difference:

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  • Comprehensive Insurance Coverage: From medical aid, life insurance, disability, critical illness to property and vehicle insurance, we offer a wide range of products to protect you against unforeseen events.

  • Tailored Solutions: Post having a one on one consultation, were we discuss clients specific goals, requirements and objectives. we tailor make the solution to fit you.

  • Expert Advice: With longstanding careers, ongoing professional development throughout, you can be rest assured that we are up to date with the latest legislation, products and services.

  • Reliable Service: Our client centric approach where we put you, our client first in everything, you can rest assured that we endeavor to cultivate and build on successful business partnerships


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

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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 -

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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

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Critical Illness Insurance

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

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Funeral Cover

Have the cover to give yourself and loved ones lasting dignity

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Wheelchair Guidance

Medical Aid

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

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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

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Retirement Planning

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

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Investment Planning

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

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Income Tax assistance

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

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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

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Engage With us

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

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©2024 by Wallstreet Financial Services. All Rights reserved.

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

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