Helping You Make The Right Decisions For Your Future

Helping You Make the right Decisions for your future

Our credentials

About WA Davidson

Established in 2006, WA Davidson Financial Services (PTY) LTD is a privately owned, registered financial services company that specialises in both employee benefits and financial planning solutions.

Our Credentials

WA Davidson is committed to total compliance required for sound business governance. Unprompted by any legislation, we have always worked in a manner that reflects the principals of the Financial Services Board’s Treating Customers Fairly (TCF) Framework. At all times, our actions demonstrate our integrity, fairness, transparency, accountability, professionalism, and honesty.

As a registered provider of financial services we comply with the Financial Advisory and Intermediary Services Act, 2002. In addition, we are registered with the Financial Services Board as a retirement fund administrator.

Retirement Fund Administration 98%

Financial Planning 74%

Investment Consulting 49%

Retirement Fund Consulting 85%

Honesty underpins all that we do. We are a company that is free of deceit, untruthfulness and pretentiousness. Our authenticity, sincerity, morally correct behavior and hard work have earned us a reputation for delivering realistic and sustainable financial solutions to businesses and individuals in an ever-changing world.

well covered and efficient

services provided

Financial Planning

Developing comprehensive and flexible solutions that are aligned with each client’s objectives and circumstances.

Fund Consulting

Ensuring the smooth running of our clients’ Employee Benefits Scheme by managing the monthly administration processes and procedures.

Employee Benefits

Exploring and recommending competitive retirement fund options that fits within each client’s range of affordability.


Designing appropriate investment strategies for both individuals and businesses.

Connecting with you as a person, NOT a sales prospect

Obtaining the required return on your investments involves more than top level skill, knowledge and experience. Equally important is the connection you have with your financial advisor; as well as the trust that comes with knowing that they recognise your individuality and circumstances.

Investing in products that work for you

When Henry Ford introduced his first car on the market, he said, “You can have any colour you like as long as it’s black.” With our range of financial products and services the choices are real. What you choose, however, needs to help you meet your objectives.

Making a difference to your life

Developing employee benefits that motivate your staff’s productivity and sustains their loyalty is complex. Competition for experienced and skilled human resources and ever-changing regulations keeps moving the goal-posts

Obtaining a high return on your investments takes more than having the right levels of skill, knowledge and experience. Equally important is the chemistry you have with your financial advisor; as well as the trust that comes with knowing they understand your headspace.

our Partners

"We are a fiercely independent niche company offering access to household brands, both local and global. Our focus is therefore to build and maintain strong relationships with our clients with a focus on delivering appropriate and cost effective solutions. All of this enables us to deliver on the expectations of our clients."

contact us

Phone: +27 11 463 9336
Fax: 086 693 2587

1st Floor, Block 2, 66 Peter Place, Hurlingham Ext 5,
Sandton, South Africa, 2125

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