Medical Aid
Medical Aid Benefit Comparison Click here Helfin can assist you in planning for a healthy future through the right medical aid package for you and your family. Helfin does not charge a fee to administrate …
Short Term Insurance
Commercial Insurance Your house or buildings, vehicle, personal and business items are all a vital part of your life. If anything happens to them you can have peace of mind, knowing that you are properly …
Tax Planning and Consulting
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 …
Long Term Assurance
Business 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. Life Assurance Life assurance is a financial …
Group Benefits
In today’s highly competitive business environment, employers depend extensively on the value and expertise brought into their organisations by their employees. The pension or provident funds become a primary tool in the manifestation of the …
Retirement Benefits
South Africa’s Retirement Crisis March 2, 2021 March 2, 2021 March 2, 2021 March… Read More March 2, 2021 7 habits of financially healthy retirees March 2, 2021 7 habits of financially healthy retirees March… …
Local Investments
Helfin Private Wealth provides services on the following products: Discretionary Investment We use the term Discretionary investments to refer to any investments that could be used for any of the following reasons: Children’s education Holidays …
International Investments
WHAT DO WE INVEST IN? We invest directly in the shares of public companies, Exchange traded funds and funds of external fund managers listed on the world’s major stock exchanges. Our aim is to have …
Our Philosophy
The Problem The structural misallocation of assets within an entire portfolio is the most pertinent reason for losses suffered by investors over downward phases of the business cycle, and inadequate returns over upward phases of …
Our Team
The Helfin Financial Services Group was established in 1976 by its current key individual, Mike Papageorge. Mike completed his B.Com degree at Unisa and his MBA with his thesis on medical funding in South Africa. …