Investing

The purpose of this SLC is to outline the services rendered by the Helfin Financial Services Group (HFS) and to enhance the delivery thereof...

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...

Financial Planning

Process and benefits of financial planning, benefits of planning and how the financial planning works...

Disclaimer: The material contained in this document is provided for general information purposes only. While every care and effort has been taken to ensure the accuracy of the information provided, Helfin Financial Services Group makes no representation and gives no warranty, whether express or implied, relating to the correctness of the information in this document. Helfin Financial Services Group accepts no responsibility for, and the user indemnifies Helfin Financial Services Group harmless from any loss, liability, damage or expense of whatsoever nature (including but not limited to direct, indirect and consequential loss), arising from reliance on information contained in these pages, or otherwise connected with the information in these pages [whether arising from breach of contract (fundamental or otherwise), delict, negligence, gross negligence or otherwise]. Except where otherwise stated, the copyright of all this document contents is owned by Helfin Financial Services Group. No part of this documents’ contents may be reproduced or transmitted or reused or be made available in any manner or any media, unless prior written consent has been obtained from Helfin Financial Services Group. In the event of any dispute of whatever nature arising as a result of the use of the information in this document, the user (including users resident outside the Republic of South Africa) accepts that the law of the Republic of South Africa shall apply. 

Past performance is not necessarily a guide to the future and investors may not get back the full amount invested. Asset class information is as at the stated date. However asset allocations could change considerably over time subject to mandate parameters.