Financial Institutions in Brooklyn, Pretoria with opening hours
Find accurate info on the best businesses belonging to the Financial Institutions category in Pretoria. Get reviews and contact details for each business, including phone number, address, opening hours, promotions and other information.
Showing results: 1 - 2 out of 2
Showing results: 1 - 2 out of 2
Results from the 'Financial Institutions' category in Brooklyn, Pretoria
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337 Brooklyn Rd, Menlo Park, BROOKLYN, Pretoria, 0081
012 425 6000
Finance Companies, Stock & Share Brokers, stockbrokers services 
Closed now
106 NICOLSON STREET, BROOKLYN, Pretoria, 0011
012 346 3001
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. 
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What is an FSP (Financial Services Provider)
03 July 2025
An FSP is a company or individual licensed by the Financial Sector Conduct Authority (FSCA) in South Africa to offer financial advice or intermediary services. This license is mandatory to legally pr...