Heloise Strauss Financial Advisor

Expertise in Comprehensive Financial Planning Solutions

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Your Trusted Financial Planning Partner

Heloise Strauss is a certified financial planner® dedicated to guiding you through your financial journey with expertise in various areas including investments, retirement, and estate planning.

CFP

Certified Financial Planner®

Financial Planning Services

Guidance in estate planning, investments, retirement, and insurance tailored for your financial success.

A person is typing on a MacBook Pro, viewing a website titled 'Personalize your portfolio.' The webpage displays three sections related to investing, each with different images and text. The laptop is on a grey table with a dark sofa and indoor plants in the background.
A person is typing on a MacBook Pro, viewing a website titled 'Personalize your portfolio.' The webpage displays three sections related to investing, each with different images and text. The laptop is on a grey table with a dark sofa and indoor plants in the background.
Estate Planning

Comprehensive strategies to secure your legacy and ensure your assets are distributed according to your wishes.

Medical Aid

Discovery Health, Medihelp, Bestmed, Profmed, Bonitas, Keyhealth

Retirement Planning

Tailored retirement plans to help you achieve financial independence and enjoy a comfortable retirement.

Personal protection plans are financial safety nets designed to protect individuals and their families from financial hardship due to unforeseen events such as illness, injury, disability, or death.

A well-structured investment portfolio is essential for achieving financial goals while managing risk.

Investments & Savings
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Business Protection Plans
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Client Feedback

Hear what our clients say about their financial planning experiences.

Heloise provided exceptional guidance in my retirement planning and investments.

John Smith
A newspaper page focused on financial information, including stock market data, recent issues, rates, major price changes, and investment fund details. Columns of numbers are interspersed with headings and small charts, printed on plain paper with a slightly off-white background.
A newspaper page focused on financial information, including stock market data, recent issues, rates, major price changes, and investment fund details. Columns of numbers are interspersed with headings and small charts, printed on plain paper with a slightly off-white background.

Cape Town

The expertise and professionalism of Heloise Strauss made my financial planning journey seamless and rewarding.

A three-dimensional cube with words on its visible sides, featuring 'LEARN' on the top, 'SAVE' on the left face, and 'INVEST' on the right face. The cube is rendered in a minimalist white and gray color palette, creating a clean and professional look.
A three-dimensional cube with words on its visible sides, featuring 'LEARN' on the top, 'SAVE' on the left face, and 'INVEST' on the right face. The cube is rendered in a minimalist white and gray color palette, creating a clean and professional look.
Sarah Lee

Durban

★★★★★
★★★★★
Products and Services

Life insurance, disability cover, income protection, severe illness cover, medical aid, gap cover, business insurance, key person, retirement planning, last testament & will, estate planning, savings & investments

Contact
Address

heloises@mweb.co.za

0828973194

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Cotton SA Building
Val-De-Grace
Pretoria