Best professionals offering financial advisor services in Durban
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Xoliswa Philile Shabane
Financial Advisor or sales manager
Insurance
I am a hard working woman and humble, I like working as a team and I have a lots of experience in sales and in insurance industry.i have qualificatio ...
Financial Advisory Services in Durban, eThekwini Metropolitan Municipality
What is a Financial Advisor?
A financial advisor is a professional who helps individuals and organizations make informed decisions about their financial resources. They provide expert guidance on investments, tax planning, and other financial matters.
Professional Requirements
To become a financial advisor, one typically needs to have a bachelor's degree in finance, accounting, or a related field. They must also obtain necessary certifications, such as the Certified Financial Planner (CFP) or Chartered Financial Analyst (CFA) designations.
Recommended Accreditations and Certifications
Some of the recommended accreditations and certifications for financial advisors include:
- CFP Certification
- CFA Certification
- Chartered Financial Consultant (ChFC) Designation
Tips for Choosing the Best Financial Advisor
When selecting a financial advisor, consider the following factors:
- Experience and qualifications
- Reputation and credentials
- Fees and services offered
Questions to Ask a Financial Advisor
Before hiring a financial advisor, ask the following questions:
- What experience do you have in financial planning?
- What certifications do you hold?
- How do you get paid, and what services do you offer?
Useful References
Some useful references for financial advisors include:
The Financial Planning Association (FPA)
The Certified Financial Planner Board of Standards (CFP Board)
Average Prices for Financial Advisory Services
The average hourly fee for a financial advisor in Durban, eThekwini Metropolitan Municipality, is between R200 and R500. The fee varies depending on the advisor's experience, qualifications, and services offered.
Requesting a Quote
To request a quote for financial advisory services, you can contact a professional directly or use a platform that connects clients with financial advisors. When requesting a quote, provide information about your financial goals and requirements, and ask about the advisor's fees and services offered.
Fees for Financial Advisory freelancers
The average daily fee for the experienced freelancers is R1,500.00.
The fee varies depending on the city in which the are located. For instance, the average daily for a Financial Advisory in Durban is R1,800.00 while in Johannesburg is R2,000.00 or in Cape Town is R1,600.00.
financial advisor jobs near Durban
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This is an on-site role for a Financial Advisor , supporting clients with comprehensive financial planning and guidance. · Analyzing clients' financial goals. · Managing risk portfolios. · ...
Durban1 week ago
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This is a full-time hybrid role for a Financial Advisor based in Durban. As a Financial Advisor you will work with clients to assess their financial needs and develop tailored plans to achieve their goals. Your day-to-day responsibilities will include offering investment and reti ...
Durban2 weeks ago
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This is an opportunity to dictate your yearly salary increase... · Prospecting, networking and creating awareness in society regarding the importance of financial planning for individuals and companies. · Sales of financial planning products to begin or enhance their clients' fin ...
Durban2 weeks ago