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Snupit›Ceres›Financial Advisors

Featured Financial Advisors near Ceres

PSG Wealth
Services Ceres
A LEADING INDEPENDENT FINANCIAL SERVICES GROUP. We at PSG Somerset Mall branch believe we can make a difference by placing a stronger than normal emphasis on personal service to enable us to build a mutual enhancing relationship with our clie...
4.8
6 reviews
by Cameron, 083****850
Good and professional advice given. Always willing to assist and fast response time
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Finesse Asset Management
Services Ceres
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...
5
6 reviews
by Dean, 081****777
Chris has been extremely helpful in helping us meet our insurance needs.
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Dynamix Accounting
Services Ceres
We offer Bookkeeping, Accounting, Taxation, Payroll and Business Advice to both Companies and Individuals. At Dynamix Accounting we understand that your Business’ survival is dependent on the ability to make informed decisions whilst partner...
5
4 reviews
by Iben, 082****410
Very fast, precise and super friendly. I would gladly recommend Dynamix Accounting.
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EFG Audit
Services Ceres
EFG Audit has the experience and knowledge to create a custom solution specific to your needs. Whether you need assistance with your income tax submission or business accounting and auditing services, EFG Audit has the experience and knowled...
5
1 review
by Iban, 081****626
Love the service EFG Audit provides.
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Steve Hughes - Wealth Design
Services Ceres
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...
5
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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Advent Wealth
Services Ceres
Advent Wealth is an independent financial advisory firm, helping people plan, save and invest in a tax efficient manner, both locally and offshore. With over 50 years combined experience. I am a Chartered Accountant (SA) completing my traini...
5
3 reviews
by Miles, 086****890
Is good, no complaints.
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Mvumbi Consult
Services Ceres
Protect and build your wealth. This is an insurance advice and intermediary services . We provide financial planning for our clients and source the best product within our trusted insurers . Our products ranges from life covers , funeral ...
5
1 review
by Seth, 073****615
Excellent, very helpful. Thanks
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Eugene Nel - Financial Advisor
Services Ceres
Life Cover, Medical Aid, Retiremnt Annuities, Short-term Insurance, Bank. Life Cover, Medical Aid, Retiremnt Annuities, Short-term Insurance, Bank...
5
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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Indigo Brokers
Services Ceres
Client-Focused Insurance Solutions for Results-Driven Protection?. Welcome to Indigo Brokers, where financial expertise meets personalized service. Since 2018, we’ve redefined financial solutions with integrity, tailored approaches, and unwav...
5
1 review
by Elizabeth, 076****491
The service from Sandra Fourie is excellent, she's friendly and the best broker I have ever had. I would suggest her to anyone.
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Coenraad Acker Enterprise
Services Ceres
I take on anything the big guys won't take on cheaper. Handyman services for home and offices. I have a transport company and can assit with transport of packages and urgent delivery and pickup as well....
0.0
0 reviews
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REIMAR Financial Accounting & Reporting Services
Services Ceres
Chartered Accountants providing financial accounting, financial reporting and related services. We are Chartered Accountants (SAICA) with big four accounting / audit firm experience. We have years of experience in working with the accounting ...
0.0
0 reviews
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Debt Managers
Services Ceres
Can't deal with debts? Take more money home. Pay up to 50% less on monthly installments. Not Debt review or Administration. Get professional help from our appointed consultants and lawyer. Improve credit record/rating....
0.0
0 reviews
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Boland Short Term Insurance Brokers
Services Ceres
We will help you to get the right cover for the minimal price. Our business started on the 1st of April 1994. We have all the necessary expertise to make sure that you are proper insured at reliable short term insurers. We have professional...
0.0
0 reviews
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Improve SBS
Services Ceres
Identify Problems, provide Solutions, so you can achieve your Goals. Improve approach is client centric, geared towards delivering customized strategic business solutions that deliver long-term value to their businesses. Based on our underst...
0.0
0 reviews
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Momentum Financial Planner
Ceres
0.0
0 reviews
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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 Ceres 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.
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