Razel Finance

In 1972 Dan’s passion for people led him to learning the ropes of financial planning. Eighteen months later he had converted his garage into an office and was trading under “Dan Lezar Insurance Brokers (Pty) Ltd”. Today Razel Finance has become a household name in Alberton as a premier financial services company.

 

Dan Lezar
Managing Director

 

In 1972 Dan’s passion for people led him to learning the ropes of financial planning.  Eighteen months later he had converted his garage into an office and was trading under “Dan Lezar Insurance Brokers (Pty) Ltd”. Today Razel Finance has become a household name in Alberton as a premier financial services company.

Dan was a member of the “Million Dollar Round Table” for 25+ years where he attained the “Top Of The Table” status for 15 years and is a Certified Financial Planner having qualified and passed the ILPA exams in 1986. Dan and his team are motivated by their desire to help families achieve their personal financial goals.

We provide financial advice to both individuals and companies. We take into account all aspects of financial planning, through a long term approach of fully understanding our clients’ needs, wants and aspirations and then prioritizing their objectives so that these can be achieved.

Usually a review will start with a very broad discussion of your history, objectives, aspirations and concerns, before moving on to the detail.

Our six steps in the financial planning process:

  1. Establishing and defining a professional relationship
  2. Gathering data, including goals
  3. Analyzing and evaluating your financial status
  4. Developing and presenting financial planning recommendations and/or alternatives
  5. Implementing the financial planning recommendations
  6. Monitoring the financial planning recommendations

We are fully independent advisers and as our client, you will benefit from the range of products and services we can offer. We’ve gained our insight from years of operating in a variety of market conditions, facing challenges and maximising opportunities, so we know what to look out for in order to help you manage, grow and protect your wealth.

 

 

Directors Dan Lezar (Managing), Chris de Wet (Executive), Noel Westoby (Executive), Marc du Plooy (Non-Executive)
Key individuals Dan Lezar, Noel Westoby, Chris de Wet
Representatives Andre French, Chris de Wet, Gordon Yuill, Vanessa Els, Tyrone Heydenrych
Date Authorised May 2005 / October 2004
An Authorised FSP 13953 / 3289
Contact details 011 907 1022, alberton@wealthassociates.co.za
Website razelfinance.co.za
Location New Redruth, Alberton, 1448

 

License

Category description Advice Intermediary
Long-Term Insurance: Category A, B1, B2, C X X
Short-Term: Personal, Commercial X X
Pension Benefits: Retail, Group X X
Participatory interests in Collective Investment Schemes X X
Health Service Benefits X X