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 32 reviews for financial advisors, our customers have had a positive and a rewarding experience with 31 financial management projects. 3. Choose from 6405 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 110 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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Khashane Attorneys Inc

Pretoria

Where every client matters. We are a firm of professional attorneys, based in Pretoria. We partner with individuals and businesses to provide practical, solution-driven legal advice and representation. Whether assisting with commercial transa ...show more

1 review

by Funzani, 081****966

Khashane Attorneys Inc handled my matter with diligence and care. I was very satisfied with the outcome and the level of professionalism shown.

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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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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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Hash Financial

Pretoria East, Pretoria

Financial Services - once you have it, you love it!. Young, energetic and SAICA Registered AGA (SA). Let me help you take the hassle out of your everyday, monthly or yearly financial burdens. I can help with the following: - Tax retu ...show more

0.0

0 reviews

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Thrust Consulting

Pretoria East, Pretoria

IT Professional Services - Websites, Digital Marketing, Conversion of Financial Statements to XBRL, Project Management, Strategy, Governance, Data Science. Thrust Consulting is an IT Professional Services company in Pretoria. We design and de ...show more

0.0

0 reviews

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Envestpro Financial Advisor

Montana Park, Pretoria

Creating peace of mind through a solid financial plan. Consider the confidence of having a clear roadmap from a dedicated financial advisor: Expert in risk mitigation and wealth creation. a seasoned financial professional with over 20 year ...show more

0.0

0 reviews

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Loans Acceptable

Rietfontein, Pretoria

We exceed your expectations. Differentiating ourselves from our competitors through offering a variety of financial assistance, service and products through competent staff and thereby exceeding the expectations of the mass middle market inco ...show more

1 review

by tanya, 071****116

brilliant, the company is briliant, they go out of their way to help you and they are very friendly

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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 32 reviews for financial advisors, our customers have had a positive and a rewarding experience with 31 financial management projects.

3. Choose from 6405 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 110 financial advisors in Pretoria who are skilled and vetted.

Quote requests posted by other customers for financial advisors

Germiston

Request for Financial Advisors.

Pretoria

Request for Financial Advisors.

Johannesburg

Request for Financial Advisors. Just investing and budgeting advice

Cape Town

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Request for Financial Advisors. - financial services

Mabopane

Request for Financial Advisors. Need more information on how to secure my pension

Ceres

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Pretoria

Request for Financial Advisors.

Soweto

Request for Financial Advisors. i want know how do i make a trust fund and things i should look at when choosing a life cover for my child

Kloof

Request for Financial Advisors.

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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