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 Pretoria. 2. Professionals listed on the Snupit platform are experienced, friendly and background-checked. Our numbers say it all! Of the 41 reviews for financial advisors, our customers have had a positive and a rewarding experience with 38 financial management projects. 3. Choose from 6584 trusted and high quality professionals in Pretoria 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 151 financial advisors in Pretoria who are skilled and vetted.

Top Financial Advisors in Pretoria

Dereck Antunes @ Momentum

Erasmusrand, Pretoria

CALL TODAY for all your Insurance, Investment, Medical aid, Short term insurance, Financial and Estate planning needs. We provide you with the best service in the following areas: Financial planning, Estate planning, Medical aid cover, Gap c ...show more

3 reviews

by Julie, 083****720

Dereck has been my financial advisor for the past 8 years and is always available with advice when I send an inquiry.

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Niven Ramdeen Financial Advisor

Pretoria

Integrity, honesty and professional intermediary services offered with purpose and passion to serve. I am a caring servant leader with a strong capacity to connect with others and form meaningful relationships. This, combined with over 21 ye ...show more

2 reviews

by Tarryn, 083****846

I want to share my positive experience with Niven Ramdeen, a financial advisor at Momentum, who has proven to be an invaluable resource for our students concerning insurance and life cover options. His impressive expertise and dedication to...

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Marcel Wasserman Financial Advisors

Menlo Park, Pretoria

Financial & Investment Advisor. After becoming a 5 star rated financial advisor, who advised hundreds of South African breadwinners to increase their wealth & prosperity… I'm going to just give YOU all of my best advice. This way you can be ...show more

1 review

by Sibusiso, 079****939

Excellent service provider. Always sport on. He has used his expertise and experience with financial advisory. Marcel uses Quality service. Using the services will build your financial stability and growth

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Fournames Consulting

Pretoria East, Pretoria

At Fournames Consulting, we offer cost-effective and streamlined solutions tailored for your business. Let us manage the debits and credits while you focus on growing your business. Accounting Services: We provide a full range of accounting ...show more

3 reviews

by Tammy, 082****540

Fournames Consulting provided their expertise with regards to tax returns. Not only do they give exceptional advice and guidance, but they are just a call away for any questions relating to taxes and more and are always happy to help. I nev...

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Makanda Finance

Arcadia, Pretoria

Investment from R50+ per month or invest a lumbsum.Earn 1.2% interest pre month (14.4% interest per year). Makanda Finance is a 100% South African company - which means we are home grown & understand your financial needs best. Founded in 2010 ...show more

2 reviews

by Loahle, 081****990

excellent

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Bluecare Financial And Insurance Services

Doornpoort, Pretoria

Best Life Insurance and Car Insurance Premiums combined with Excellent Service. We over 16 years we are passionate in giving you the correct product and advice. We provide product from a variety of insurers including Liberty, Momentum, Dis ...show more

2 reviews

by Engela, 084****263

Very professional and honest.

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Lira Van Rooy Inc

Die Wilgers, Pretoria

Professional, affordable accounting. We are a dynamic accounting and auditing firm with qualified Chartered Accountants (SA) to assist clients in the most professional way. We do not charge big 4 auditing firm fees but we deliver the service ...show more

2 reviews

by Sylvia, 079****200

Great services! Thank you.

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De Klerk & Vennote

Monumentpark, Pretoria

No task to big or to small : tax, accounting, auditing, companies, compliance, registrations. We are an accounting and audit firm, with extensive knowledge in Taxation, Accounting and BEE consultations. 27 years experience in Accounting assis ...show more

1 review

by Kobus, 082****971

De Klerk %Vennote is our auditors for the last 27 years and we are satisfied with his service and knowledge of the SARS system in South Africa. Mr De KLerk and very trust worthy person and very knowledgeable. Would recommend them with a cle...

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Jacobs And Beukes Consulting

Services Pretoria

Quick Fast Reliable Accounting. Jacobs & Beukes Consulting (Pty) Ltd has been founded by Elene Jacobs and Hennie Beukes in 2014. Both Founders are strong entrepreneurs who has walk the walk in small businesses. With experience in various fie ...show more

4.8

4 reviews

by Louis, 083****643

Excellent service and understanding as well as committed to assist where they can. Thank you JBCON.

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Simantiek Consulting Pty

Services Pretoria

Accounting and Tax Services,Bookkeeping Services,Tax practitioner and Business Advisor. Professional Accountant and Tax Practitioner .I have been in the field for more than 11 years and I am a quilified Professional accountant Who has worked ...show more

2 reviews

by Natasha, 072****932

We recently had to amend our business details. Not only did we get quick service from the company we were assisted with our tax and CIPC issues, which are now sorted. Thank you for a great service, will definitely be calling again.

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Stocor Brokers

Services Pretoria

Customers Can Get The Same Products From Many Other Advisors. We Believe In Giving The Best Service Possible. John Stokes started in 1986 with Southern Life and in 1982 joined Old Mutual and is a independent broker since 1996. Looking after ...show more

1 review

by Christiaan, 073****097

They provide both our business and personal short-term insurance and I have been very happy with the service.

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Polygon Software Development

Elarduspark, Pretoria

Polygon Software Development supplies software for the management of library books, textbooks and assets/stock. Polygon Software Development is a South African based company. It was founded in November 1997. It is today an acknowledged leade ...show more

0.0

0 reviews

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Knowledge Business Management Group

Services Pretoria

Bookkeeping & Accounting, Payroll,Internal Auditing,Taxation,Financial Management,Advisory. We have acquired working experience acquired from different Sectors/Industry. Added outstanding contribution to the different clients he consulted wit ...show more

0.0

0 reviews

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Direct Financial Planning

Services Pretoria

Key to your financial success. Direct Financial Planning is a financial services provider. We strive to cater for any financial need a client may have by offering a wide variety of financial products, from numerous South African insurance and ...show more

2 reviews

by Connie, 083****854

thanks for the quick and efficient service received by your office and broker.

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The Tax Shop

Sinoville, Pretoria

Professional, Accurate & Convenient Taxation Solutions For Individuals & Businesses. We are a well-known Franchise across South Africa that offers all tax related services for people and businesses and much more. ...show more

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 Pretoria 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 Pretoria.

2. Professionals listed on the Snupit platform are experienced, friendly and background-checked. Our numbers say it all! Of the 41 reviews for financial advisors, our customers have had a positive and a rewarding experience with 38 financial management projects.

3. Choose from 6584 trusted and high quality professionals in Pretoria 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 151 financial advisors in Pretoria who are skilled and vetted.

Quote requests posted by other customers for financial advisors

Piet Retief

Request for Financial Advisors. Need to know more about how money works and to do better estimations for investments

Lephalale

Request for Financial Advisors. I need to buy a house and knowledge on how you can settle the debt fast.

Johannesburg

Request for Financial Advisors.

Soshanguve

Request for Financial Advisors.

Pretoria

Request for Financial Advisors. Currently working as a driver ,but planning to have my own transport business,

Edenvale

Request for Financial Advisors. I’m seeking a financial planner to partner with me actively in managing my personal finances and potential business...

Hout Bay

Request for Financial Advisors. Need advice how to manage my income from investment company

Middelburg - MP

Request for Financial Advisors. - financial services

Richards Bay

Request for Financial Advisors. - financial consultants I would like a quotation for workshops on financial planning and management. Also for one...

Randburg

Request for Financial Advisors. Retired couple who have around R600 000 to invest, and try and pull the interest to live off every month. Their pen...

Top Financial Advisors in Pretoria

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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