Best professionals offering Financial Consultants services in Pretoria

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Financial Consultants in Pretoria
Raquel  Isaacs
R200 hour

Raquel Isaacs

Customer Service Consultant

Banking / Loans

I have over a decade of experience in the banking industry, where I worked as a customer sales and service consultant from 2007 to 2018. In this role, ...

Pretoria, City of Tshwane Metropolitan Municipality
Financial Consultants + 4

Understanding Financial Consulting in Pretoria

Financial consultants play a crucial role in helping individuals and businesses make informed financial decisions. In Pretoria, these professionals are equipped to provide a range of services, including investment advice, tax planning, retirement planning, and budgeting strategies. Their deep understanding of local market conditions and regulations enables them to tailor solutions that meet their clients' unique circumstances.

Professional Requirements

To become a financial consultant in Pretoria, individuals typically need a solid educational background in finance, accounting, or economics. Most professionals hold a degree in one of these fields, and many pursue additional certifications to enhance their qualifications.

Recommended Accreditations and Certifications

Accreditations can bolster a financial consultant's credibility and demonstrate their expertise. Common certifications include:

  • Certified Financial Planner (CFP)
  • Chartered Financial Analyst (CFA)
  • Certified Public Accountant (CPA)
  • Financial Risk Manager (FRM)

Choosing the Best Financial Consultant

When seeking a financial consultant in Pretoria, it's essential to evaluate potential candidates carefully. Ask the following questions to ensure you hire a qualified professional:

  • What certifications do you hold?
  • How long have you been in the financial consulting industry?
  • Can you provide references from past clients?
  • What fees do you charge, and how are your services structured?

Average Prices for Financial Consulting

The cost of hiring a financial consultant in Pretoria can vary based on their experience and the complexity of services provided. On average, clients can expect to pay a daily fee that reflects the consultant's level of expertise.

Requesting a Quote for Financial Consulting

To obtain a quote for financial consulting services, clients typically need to submit a request detailing their specific needs and objectives. This process allows consultants to provide tailored proposals that align with client expectations and financial goals.

Fees for Financial Consultants freelancers

The average daily fee for experienced freelancers is R1500.

The fee varies depending on the city in which they are located. For instance, the average daily fee for a Financial Consultant in Johannesburg is R1800 while in Cape Town is R1700 or in Durban is R1600.


Financial Consultants jobs near Pretoria


  • Liberty Standard Bank Group Pretoria

    About the Role · As a Financial Planner at Liberty Standard Bank Group, you will play a vital role in helping clients achieve their financial goals. This is an excellent opportunity to join a dynamic team of professionals and grow your career with a leading insurance brand. · Job ...


  • Discovery Limited Gauteng

    About the Role · We are seeking a highly skilled Data Solutions Consultant to join our team at Discovery Limited. As a key member of our Sales and Distribution team, you will play a critical role in providing new business, servicing, and marketing support on all product lines to ...


  • beBee Professionals Vereeniging

    BeBee Professionals is seeking a highly skilled Lead Financial Consultant for Healthcare Institutions to join our team in Vereeniging. · The ideal candidate will be responsible for providing expert financial guidance and support to healthcare clients, ensuring accuracy and compli ...