Helfin Financial Services Group, Pretoria

The Group consists of a long term, life and investment company known as Helfin Life Assurance Brokers (Pty) Ltd and a short term advisory company styled Helfin Risk Management Co (Pty) Ltd.

Our value proposition is to offer you, our client a service that reflects our decades of expertise, at exceptional value, with a stable and dedicated support staff and regular interaction and planning. Our point of departure, is to offer a you a stress free environment by removing the necessity to sell product at every opportunity. We do this by cross subsidising services such as short term insurance and investments that yield an ongoing income, thereby obviating the need for regular sales. Your overall support therefore makes it possible to offer this all-inclusive service.
Clients financial affairs are documented, discussed and evaluated against his or her own objectives. This is generally done annually and encompasses death, disability, retirement and investment scenarios, for consideration. Attention is also paid to the short term, medical funding and testamentary requirements of the client.

The clients annual review consists of a preliminary meeting scheduled for the collation and verification of information, and a final review soon thereafter at which time the financial plan is presented and ammendments made. The client walks away with a complete document that encomapses all the above aspects of his or her financial life.
We use most of the recognised Life Assurers in South Africa with a low corporate risk profile. These include Old Mutual, Liberty Life, Altrisk, Momentum and Sanlam.
We establish trusts and draft standard wills, adapted to your circumstance or requirements.