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Investment minimums

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Bradley White

I’ve been in the insurance and investment industry for the past 20 years and am passionate about assisting clients with their financial needs by designing portfolios around their future goals and objectives. I provide a holistic financial plan, which includes tax-efficient vehicles as well as risk benefits to accommodate any unforeseen events. I'm a Certified Financial Planner® – which adds value in terms of the technical aspects we face within our industry. Personal health and wellbeing are very important to me and I invest a considerable amount of effort towards staying fit, participating in a variety of sporting activities.

12, Cascades Crescent, PIETERMARITZBURG, South Africa

Get directions

Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income
Contact details:

083 XXX XXXX

brad@fi***************o.za

Reveal contact details

Bradley White

I’ve been in the insurance and investment industry for the past 20 years and am passionate about assisting clients with their financial needs by designing portfolios around their future goals and objectives. I provide a holistic financial plan, which includes tax-efficient vehicles as well as risk benefits to accommodate any unforeseen events. I'm a Certified Financial Planner® – which adds value in terms of the technical aspects we face within our industry. Personal health and wellbeing are very important to me and I invest a considerable amount of effort towards staying fit, participating in a variety of sporting activities.

   Visit website

Investment minimums:

<R1m
Specialises in:

Investments & savings

Offshore investing

Pre-retirement planning

Retirement income

12, Cascades Crescent, PIETERMARITZBURG, South Africa

Get directions

Contact details:

083 XXX XXXX

brad@fi***************o.za

Reveal Contact Details

About

About Hellens and White Brokers

Hellens and White Brokers CC is an independent brokerage in Pietermaritzburg, South Africa. We focus on offering financial planning, health insurance and short-term insurance for both personal and commercial lines; as well as wealth management with advice in structured investment strategies and addressing cash flow needs. As an independent brokerage, we are contracted to all leading insurance companies in SA. This enables us to provide uniquely tailored advice and solutions that take care of our client's specific needs. We believe in building and nurturing long-term relationships and ensure that our clients’ holistic plan remains relevant and appropriate given changes in the regulatory and economic environment and that it can be adapted to make changes in their personal and financial circumstances into account. We achieve this through ongoing advice and communication, along with updates on industry-related product innovations. We pride ourselves on integrity, professionalism, quality and innovation, and have 40 years of combined experience in the insurance and investment industry.

Service offered

Investments & savings

Get help choosing the best way to invest for your goals, whether it be buying a home, a child’s education or to save an emergency buffer for unforeseen expenses. Assess investments matched to your time frame and your risk appetite to achieve you goal.

Offshore investing

Get help diversifying your investments beyond South Africa’s border and assessing offshore investment opportunities.

Pre-retirement planning

Get help making sure you have enough to live on when you stop working.

Retirement income

Get help ensuring that your retirement income covers your costs and lasts your lifetime.

Additional services

Get help protecting you and your family and ensuring future financial support to your beneficiaries.

Get help making sure that your medical aid is the right one for you ensuring enough cover for your medical treatment and expenses both now and in the future.