CBWFS

OUR STORY

CBW FINANCIAL SERVICES CC was established in 2008 and the founder was CHRISTIAAN WEITSZ who is the Compliance officer together with Moonstone.

HE started marketing life insurance since 1995 and after completed his studies in policing and management he qualified himself as a Financial planner.

CHRISTIAAN WEITSZ is a Certified Financial Planner who holds several qualifications in Policing, Management, and Insurance.

The CBWFS TEAM includes several trained Financial Planners.

OFFICES ARE IN PRETORIA, CAPE TOWN, PORT ELIZABETH, GRAHAMSTOWN, EAST LONDEN, ALIWAL NORTH, JHB

CBWFS AND ITS TEAM attach high value to customer relationships and service. We believe that good planning leads to a better life. Our Financial Planners offer a unique one-stop service with, medical, life and investment products, as well as other professional services.

What we stand for

We are an aggressive company which has over 23 YEARS of combined experience in the insurance industry. By representing the majority of the major insurance companies in the country, we are able to offer an above average service to all our clients.

CBW FINANCIAL SERVICES believes in One Broker…one source…one call. We take the safety of your assets and your financial well-being seriously. Experience over the past 25 years has shown that most people simply want One Risk advisor, One Relationship with One Professional Insurance Broker to provide the best risk management advice together with the best value for your money while offering solutions to protect your families as well as your assets. When we ask you to buy insurance, we realize that we are asking you to take a “small loss” to avoid an unknown “bigger loss”. Most of the time we will be able to SAVE you money by combining your cover under one umbrella – under one watchful eye. More importantly, we will expose the gaps and costly overlaps which can leave your entire net worth exposed.

All communication can be done through personal one on one appointments, per fax or via e-mail. We offer free quotations on all life insurance as well as all medical.

We work for you – the client!

What can CBWFS offer me?

With 25 years’ experience you can be assured of top financial advice

Together with outstanding staff and commitment to transparency and satisfaction, CBW Financial Planners aim to provide the best financial advice possible to our clients.

Service delivery is our top priority! Therefore, our motto: “Customer Satisfaction”

Key Individual

CHRISTIAAN WEITSZ acts as the key individual of CBWFS WHOM started marketing as a marketer at ASSUPOL LIFE in 1995 and became an independent broker in 2008 to offer a wider range of products and product houses to clients. “With 25 years of experience in the financial industry, our goal is to help our clients with their financial planning.”

Meet the Owner - Christiaan Weitsz

CBW FINANCIAL PLANNERS UNDERTAKE:

This is our comitment to you

Sound Advice

To advise clients with the highest level of good faith, integrity, caring and zeal

to comply with all regulatory legislation of the financial services industry

professional knowledge

To meet a high level of professional knowledge and skills, to provide the client with the best advice possible

Meeting your needs

To provide the customer with the best products and services to meet the customer’s specific needs, with specific reference to the client’s personal financial situation

advice on what we know

To refrain from advice in those areas where we are not technically competent

Transparency

To disclose the correct amount of commission received on all transactions