Travel Insurance

TRAVEL INSURANCE FAQ’S Why is travel insurance important? Due to the increasing exchange rate of the Rand to many foreign currencies, travelling without travel insurance has the potential to leave you financially crippled. For example, …

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 …

Trusts & Wills

Trusts Estate planning is not only about the accrual and use of your assets during your lifetime – it also involves the final division of your assets… Wills When you die, any person who has …

Medical Aid

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 medical aid memberships as a commission …

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 …

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

Please note that the below information is pending updates Tax and retirement Congratulations on your retirement. We believe that your retirement should be enjoyed and that you should not stress about tax. Therefore here are …

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 …