What is included in financial services?

It refers to numerous services in the finance sector. This includes retail and commercial banks, investment banks, venture capital and private equity, accounting, and insurance.

Why do I need a financial advisor?

In modern times, almost everyone has a bank account or uses commercial bank services in their daily lives. Also, if you’re starting your own business, then you will probably need to go to an investment bank and if you have an established business already. In both cases, it’s best to use a financial advisor to help you manage your finances. Or you run the risk of financial losses.

Where can I find a financial advisor?

Snupit has a comprehensive list of financial advisors as well as institutions that provide financial services. From investment banks to insurance, we have everything you need. Browse through the list to find the right person or institution for your needs today.

How to select the right person or institution

It’s not that difficult. All you need to do is look up which institution will cater to your needs, decide a budget and then contact that person or entity. Keep your budget flexible as the service might cost you more than you expected.

What are the service charges?

It depends on the type of service you need and whether you’re going to an institution or an individual.

1. You never pay to use Snupit. It’s free and you get to compare multiple quotes from the best financial advisors in Cape Town. 2. Professionals listed on the Snupit platform are experienced, friendly and background-checked. Our numbers say it all! Of the 62 reviews for financial advisors, our customers have had a positive and a rewarding experience with 35 financial management projects. 3. Choose from 34495 trusted and high quality professionals in Cape Town who can assist you with just about anything you need done. 4. Don’t overpay for any service, hire a local expert from our talent pool of 79 financial advisors in Cape Town who are skilled and vetted.

Top 10 Financial Advisors in Cape Town

Eugene Nel - Financial Advisor

Cape Town City Centre, Cape Town

Life Cover, Medical Aid, Retiremnt Annuities, Short-term Insurance, Bank. Life Cover, Medical Aid, Retiremnt Annuities, Short-term Insurance, Bank ...show more

3 reviews

by Ms., 083****489

I would like to tell you about the financial services with Discovery. I needed to know, will my Pension Fund see me though to 75 or 80yrs old, will I have sufficient Life Cover should I die today or will everything be covered i.e. My house,...

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Fund Hub

Cape Town City Centre, Cape Town

Independant platform profiling asset managers. FUND HUB is a distribution platform that aggregates fund content from award-winning asset managers and freely shares it with an attentive audience of financial professionals who are sourcing inve ...show more

1 review

by Kirsten, 083****028

Great online access to a range of interesting asset managers. Very well presented and relevant content all in one central location.

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Capitec Bank

Dreyersdal, Cape Town

Simplified Banking. From one banking solution and innovative tech to Sunday and paperless banking, everything we do is to make your life easier and empower you to take control of your money. A bit more about us Simplicity - To simplif ...show more

1 review

by lesley, 078****221

Capitec Bank in Tokai Blue Route Mall, highly professional , I've had a bad experienced with the ATM in Hout Bay, the next day I went to Capitec wow amazing service, the gentlemen at the door made me feel comfibile and the gentlemen who ass...

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Capitec Bank

Wynberg, Cape Town

0.0

0 reviews