Helping Hand Invest Wealth Management Department

Financial Planning 

Many clients have uncertainties and that can be extremely daunting. With so many options available as to where to invest your money and how to manage your money, we have have experts in the field with many years of experience in the field to assist you with their expert and awesome advice. Our qualified financial advisors are here to be a helping hand. They will identify your needs and plan for your financial objectives.

You need to be able to invest to achieve your financial goals, to ensure your everyday need, making phenomenal choices for investments, structuring your portfolio's, structuring your estate and implement employee benefits for your company. They are there to ensure that you do it right! We will not only be your financial advisor but instead we will make you part of the family so that you can rely on us for the long run.

Your planning will be done strictly according to the financial act of South Africa as we ensure to give you proper advice and planning according to your needs. We have a large amount of product providers and therefor we can ensure to do comparisons for the best solutions.

Unit trust 

We have access to global and local funds and therefor we can assist you with the best suited unit trust for your need. Please contact our advisors to send you all the relevant information regarding our access to all the different unit trust products.

Retirement Annuity 

This is to cover you for your retirement to ensure that you have a stress free retirement with many different risk profiles and opportunities to ensure you have enough funds available for your retirement. Let our experts see what products gives the most returns with the different risk platforms.

For more wealth management related queries please contact our head of department - David Botha - david@helpinghandinvest.co.za

or contact our financial advisors 

Ziyana Ismail - ziyana@helpinghandinvest.co.za

Liza Langeveld - liza@helpinghandinvest.co.za


 
 
 
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