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Clients on our books
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Assets Under Management
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Helfin's Loyal STaff

Services

Financial Planning

A financial plan is the comprehensive evaluation of an investor’s current and future financial state by using currently known variables to predict future cash flows, asset values and withdrawal plans...

Tax & Accounting

Retirement fund lump sum benefits consist of lump sums from a pension, pension preservation, provident, provident preservation or retirement annuity fund on death, retirement...

Trusts & Wills

When you die, any person who has the original signed will is required by law to send it to the Master of the High Court. The Master is a state official who is in charge of the winding up of the estate of deceased persons...

Medical Aid

Helfin does not charge a fee to administrate medical aid memberships as a commission is already included in the member’s monthly contribution to the scheme...

Short Term Insurance

For a personal insurance quote please complete the form below or download the new business questionnaire and email to stpquotes@helfin.co.za....

Long Term Assurance

We undertake a business assurance needs analysis to identify specific needs. This could be in the form of sinking funds, key man assurance and partnership assurance...

Group Benefits

In today’s highly competitive business environment, employers depend extensively on the value and expertise brought into their organisations by their employees...

Retirement Benefits

When you retire as a member of a pension fund, pension preservation fund or retirement annuity fund and you wish to take a portion of your retirement interest as a lump sum...

Investing

A taxpayer can make an investment in a Section 12J company and this investment is 100% tax deductible if held for a period of 5 years or longer....