Investing

Helfin Private Wealth provides investment management for clients, locally and offshore. Start your journey here...

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

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 protected...

Financial Planning

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

Trusts & Wills

Estate planning is not only about the accrual and use of your assets during your lifetime...

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...

Tax & Accounting

When you retire and you are a member of a provident fund or provident preservation fund, your retirement interest is usually paid by way of a lump sum unless the...

Retirement Benefit

Congratulations on your retirement. We believe that your retirement should be enjoyed and that you should not stress about tax...

What to do in the case of death

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 every eventuality – only the most basic straightforward cases...

Estate and Family Protection

The liquidity of your estate simply means how much cash is available to settle liabilities (what you owe) and to meet commitments to dependants...

Planning Stages in Life

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...