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.

Featured Financial Advisors near Swellendam

PSG Wealth

Services Swellendam

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 Swellendam

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...

6 reviews

by Dean, 081****777

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

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Steve Hughes - Wealth Design

Services Swellendam

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...

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 Swellendam

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...

3 reviews

by Miles, 086****890

Is good, no complaints.

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Garden Route Life & Investment Brokers

Services Swellendam

We offer multiple investment options and insurance cover to meet your individual needs. Our extensive knowledge of multiple insurance packages from the most professional and reliable companies. Garden Route Life & Investment Brokers had its ...

1 review

by Bernhard, 073****971

Extremely helpful and always eager to help and the advise is relevant and accurate.

Request a Quote

Indigo Brokers

Services Swellendam

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...

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.

Request a Quote

Stilbaai Makelaars

Services Swellendam

Stilbaai Brokers provide a one-stop service for all your insurance and financial needs. Stilbaai Makelaars came into being in 1996 and has since grown exponentially into a thriving business with experienced employees and highly satisfied cli...

1 review

by Marinus, 083****026

Excellent Service!!! Thank you for the super-fast turnaround time and amazing advice.

Request a Quote

Frequently Asked Questions

Are you looking good financial investments? We’re here to help! Snupit has a list of the best financial advisors in Swellendam 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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Featured Financial Advisors near Swellendam

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?

Quote requests posted by other customers for financial advisors

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