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 29 reviews for financial advisors, our customers have had a positive and a rewarding experience with 24 financial management projects. 3. Choose from 4610 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 97 financial advisors in Cape Town who are skilled and vetted.

Top Financial Advisors in Cape Town

Finesse Asset Management

Kirstenhof, Cape Town

Insurance Broking Services. Done with Finesse; impressive delicacy and skill. We manage and administrate your short term insurance portfolio, providing the most relevant advice and cover solutions that best fit your needs by helping you iden ...show more

6 reviews

by Dean, 081****777

Chris has been extremely helpful in helping us meet our insurance needs.

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Eva Financial Solutions

Services Cape Town

Our mission: That businesses should have the best financial tools and services to successfully plan, structure, invest and grow. Eva Financial Solutions is a one-stop outsourced financial management firm. We implement the best cloud based ac ...show more

3.4

5 reviews

by Roy, 060****519

The service was very professional and helpful. I would recommend Lazarus to anyone.

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Medical Aid - Marketing - Business Consulting

Cape Town

#Medical Aid,#Gap,#Short Term Insurance, #Life Cover,#administration,. Medical aid, Gap Cover, Short Term Insurance, Life Cover, Medical Billing Services - Authorisations, PMB claims, hospice bereavement counseling. We focus on ...show more

4 reviews

by Gert, 082****540

Always ready to help and goes the extra mile. Alway able to help wonderful service.

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Royal Investigations

Cape Town

We offer Professional, Reliable and Discreet Private Investigations and Surveillance services to the public as well as business sector. Other Services Offered Matrimonial & Civil Investigations Spouse Background Pre-appointment Checks Doc ...show more

3 reviews

by Zac, 071****658

100% reliable, always willing to help.......Royal Investigations (Detective Alexander) managed to trace my absent FATHER after he walked out on us 25 years ago. He managed to track him within 24 hours and reunited the family.....Awesome wor...

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Zwelini Holdings

Mowbray, Cape Town

We provide professional accounting services. Zwelini Holdings is a consulting firm that offers accounting and business consulting services. Our collective knowledge and expertise includes a Chartered Accountant registered with the South A ...show more

3 reviews

by Enosh, 084****922

Best accounting management service I've received so far. Keep up the good work.

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John Vorster Private Investigator

Services Cape Town

We have also branches all over South Africa.No investigation too big or too small !!!. Our company have branches all over South Africa.We have 15 years of investigation experience and no investigation are too big or small. Investigative Se ...show more

3 reviews

by Michael, 072****644

Effective, fast and the best results in a couple of hours I had results.

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Steve Hughes - Wealth Design

Services Cape Town

An abundant life through coaching, consulting and care. AS HEARD ON CAPE TALK, 2 OCEANS VIBE RADIO AND ONEFM There are many elements that make for an abundant life. - Money Mastery beyond simply 'having policies and investments' - Pers ...show more

1 review

by Liz, 078****377

I was given advice and provided with a retirement annuity, a very well constructed personal insurance portfolio and a professional will. I highly recommend Steve's services.

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Debt Restore

Services Cape Town

Debt relief, tailored to your needs. Debt Restore has well-established relationships with many Major Credit Providers, enabling us to quickly and efficiently negotiate beneficial Debt Repayment Terms for our Clients. Just one of the many reas ...show more

1 review

by Victor, 072****302

Always willing to help very happy with ther sevice.

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Debt Therapy

Services Cape Town

Debt Therapy has been rated as one of the top 5 debt counselling companies in SA for the last 10 years. Consolidating your debt into one easy installment. Reducing your repayments by up to 50%, legal protection from creditors, getting you deb ...show more

0.0

0 reviews

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HNJ Financial Solutions

Services Cape Town

HNJ Financial Solutions are Professional Accountants who add value to clients through cloud accounting solutions in the digital era. HNJ Financial Solutions was established as a firm in 2015 which provides bookkeeping, tax, accounting, compil ...show more

0.0

0 reviews

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CA RA Mpako

Services Cape Town

In working together, we pursue a philosophy of shared responsibility and shared success. CA RA Mpako Inc. is an established Accounting, Audit/Advisory, Taxation and Business Consulting Firm (“the Firm”) with over 13 years of industry exper ...show more

0.0

0 reviews

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Liberationhub

Cape Town

Driving global financial innovation and compliance through strategic leadership, cutting-edge technology, and a passion to empower talent to achieve operational excellence and sustainable growth. Global Director | FinTech, Treasury, Financial ...show more

0.0

0 reviews

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Carol Financial Services

Strandfontein Village, Cape Town

Your Personalized Accountant providing professional Accounting & Tax Services to clients in and around Cape Town. I have enjoyed 4 years Financial Management roles which have been instrumental in equipping me with the knowledge and providin ...show more

1 review

by Tyrone, 078****777

Carol is professional, thorough and gets the job done. i will not hesitate to use her services again.

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Unique Creative Consulting

Services Cape Town

We are a young innovated and dedicated company. Creating the perfect dream event. Unique Creative Consulting has the vision, experience and ability to create any unique event , function, exhibition or launch. Custom design and proposals for a ...show more

1 review

by Marlene, 074****324

The service was excellent and the food was divine. they really exceeded my expectations and went the extra mile. Thank you

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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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Frequently Asked Questions

Are you looking good financial investments? We’re here to help! Snupit has a list of the best financial advisors in Cape Town that will give you the best advice.

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.
Why Snupit?
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 29 reviews for financial advisors, our customers have had a positive and a rewarding experience with 24 financial management projects.

3. Choose from 4610 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 97 financial advisors in Cape Town who are skilled and vetted.

Quote requests posted by other customers for financial advisors

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Top Financial Advisors in Cape Town

What is included in financial services?

Why do I need a financial advisor?

Where can I find a financial advisor?

How to select the right person or institution

What are the service charges?

Why Snupit?

Quote requests posted by other customers for financial advisors

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