Background & Development
Established in 2008 in Centurion, WMF Financial Advisors emerged as a company committed to addressing the deficiency of personal service in the short-term insurance sector. Our dedication and distinctive approach have garnered a steadfast clientele, recognising our emphasis not solely on financial outcomes but on delivering services aligned with our values. Strategic investment decisions, with a primary focus on client well-being, have propelled our success over the past decade. Our footprint now extends to Pretoria, Bethlehem, Warden, Lindley, Port Elizabeth, Pietersburg, Nelspruit, Bloemfontein, and Vanderbijlpark.
In our pursuit of becoming the foremost Financial Service Provider in Southern Africa, our business history and reputation for exceptional service have fuelled sustained growth in an intensely competitive yet service-lacking industry. Amidst short-term insurance advisors, we distinguish ourselves through unparalleled service and an unwavering commitment to each client. This confidence in the future is rooted in our consistent mission to serve clients with distinctive passion and unwavering dedication.
Why Choose Us
OUR VISION
WMF’s vision is to become one of the market leaders where we insure our clients according to their needs and portfolio. To adjust to market changes, always be one step ahead and make sure our clients have peace of mind.
OUR MISSION
We provide clients with a diverse range of short-term insurance products, meticulously tailored to meet their individual insurance and financial needs. We are dedicated to going above and beyond to ensure client satisfaction, delivering not just products, but a personal service experience. We are there for you!
COMMITMENT
At WMF Financial Advisors, integrity is the cornerstone of our commitment to excellence. We pledge to uphold the highest standards of honesty, transparency, and ethical conduct in all our interactions. We promise to prioritise our clients’ interests, communicate openly and honestly, and act with the utmost professionalism.
Company Overview
WMF Financial Advisors is a trusted short-term insurance specialist with a consistent dedication to providing clients with the best advice, insurance cover, and claims services. This is achieved through a dedicated team of dynamic staff who work hard to recognise the individual needs and concerns of every client by using a personal approach to ensure that clients receive and appreciate our tailored service.
With more than 100 years of combined experience within the short-term insurance industry, WMF Financial Advisors benefits from an incredibly experienced group of managers and staff. We have nurtured a national client base of people who trust us with their insurance needs and can be assured of our personal service. Our operations are based in various locations throughout South Africa, including our head offices in Bethlehem and Pretoria.
WMF Financial Advisors’ services are associated with quality and respect, delivered with an approach that cannot be mass-produced. This enables us to really place the interest of the individual at heart and not only use it as a manipulating slogan on a billboard, where the client is often just considered a faceless number. As this is not the case with us, we aim to provide excellent service that is cost-efficient for world-class cover and benefits which ensure that each client feels valued and well taken care of.
We are particularly mindful of the needs of consumers in South Africa and take into consideration that consumer confidence is at an all-time low in the country. We are dedicated to being a company that supports the client by providing a range of convenient and affordable short-term insurance products that are easy to understand.
Our expertise and resources have allowed us to develop additional divisions within our business, these divisions are dedicated to protecting our clients’ cash flows through value-added benefits.
We aspire to be the best and provide service that we are consistently proud of.
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Compliance
WMF Financial Advisors is a trusted and respected financial services institution with a reputation for excellent service delivered within applicable regulations through a culture of compliance and ethical operation of the business.
WMF is a licensed Financial Services Provider.
License number: FSB36502
WMF complies with the Financial Soundness Requirements as stipulated in the Financial and Intermediary Service Act.
We are a respected member of the Financial Intermediary Association of South Africa (FIA).