Bio

Get to know me

Wrendon Pelser is a dynamic and dialectical adviser with over 10 years experience in the long-term insurance and investment market. We provide clients with bespoke and tailored solutions for their Life Cover Needs, Retirement needs, Investment Needs, Medical Aid Needs, Short Term Insurance Needs as well as Will and Estate planning. As an adviser I have developed my practice to centre around my clients and their ever-evolving needs. We provide clients with certainty that their financial goals and concerns are protected and cared for with the best solution to their situation as we walk the ever-changing financial landscape with our clients. With professional services and out of the box thinking to cater for your every need, I invite you to talk to us so that we can design a specific financial plan to meet your every financial goal. Put our service and knowledge to the test.

Services

How I help my clients

  • Insurance
  • Retirement
  • Investments
    • Financial Planning
    • Business Insurance
    • Short Term Insurance
    • Fiduciary Services
    • Medical Cover (Sell)
    • Medical Cover (Referal)
    • GAP Cover (Referal)
    • GAP Cover (Sell)

Qualifications

Qualifications

  • National Certificate in Wealth Management

Interests

Things I like to do

  • Cycling
  • Running
  • Reading

CAMPAIGNS

Discover how we can support you

Achieve financial independence and sustainable wealth with our financial coaching approach

Our team consists of a number of financial planners who specialise in different financial disciplines, which allows us to provide our clients with a greater depth of knowledge, servicing all financial needs and requirements from a single location. This customised approach takes into consideration the complexity and uniqueness of each client's position and goals, so you can rest assured that your specific financial needs will be catered for.

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