Initiatives
graduate program Testimonials Investment Analyst Etienne Erasmus I started working at Helfin Private Wealth on the 19th of February 2019. I had actually given up on a career in finance and was on the path …
(Section 12 J Investments)
Section 12 J Investments The main Points: 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. …
Process & Benefits of Planning
How the financial planning process works: These six steps help you to understand what you can expect when seeing our financial planner. It’s important to make sure you are comfortable that your financial planner has …
Planning Stages in Life
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. We work with …
Financial Planning
Process & Benefits of Planning It’s important to make sure you are comfortable that your financial planner has taken the time to understand your needs, goals and preferences before they make any recommendations. Planning Stages …
Services & Fees
MP Tax Consultancy – Fee Schedule July 24, 2024 The South African Revenue Service (SARS) has recently announced significant… Auto assessment announcement – SARS July 3, 2024 In a recent article by André Daniels in …
General Tax Information
Services for the completion and submission of tax returns is offered at very competitive rates.Align your financial goals to be more tax efficient. Minimize your tax burden and let Helfin take care of it through …
Estate and Family Protection
The Liquidity of Your Estate The liquidity of your estate simply means how much cash is available to settle liabilities (what you owe) and to meet commitments to dependants. Liquidity requirements include: An estate can …
What to do in the case of death
What to do When a Loved One Passes Away The items listed below give a general guideline of things that need to be taken care of when someone dies. The information below does not cover …
Wills
Everyone needs a will: Click here to complete the will application form Will Application Important Tips to Remember for Your Will Identify yourself in the will with exact precision. Sign the will on every page. …