More than the
Sum of our products
OUR DIVERSE RANGE OF FINANCIAL SERVICES COVER THE FULL SPECTRUM OF YOUR UNIQUE REQUIREMENTS
Whether our focus is on growing, managing, or preserving wealth, our services are individualised to cater for your particular needs. It’s this kind of personalised focus that sets us apart from the rest and sets you up for genuine financial freedom right now and in years to come.
Click on the below services that you may be interested in to find out how we can empower you.
After defining your retirement and other investment goals, we create a personalised strategy to help you reach them.
PERSONAL FINANCIAL PLANNING
Your journey begins here. We need to ensure that your hard work creating wealth is protected against the uncertainties of life and invested in line with your goals and risk profile.
Proficient at managing the personal wealth of high-net-worth individuals, our Private Wealth specialists are experts in the field and provide an unparalleled level of service.
WILLS AND TRUSTS
Hereford Fiduciary partners with specialist fiduciary attorneys to combine their professional input and personalised care of your estate planning, will drafting, trust structuring and trust management.
Don’t let day-to-day mishaps eat away at the wealth you are creating. We assess your exposure to losses and determine your unique insurance and risk management needs.
Your health is your greatest asset. Our renowned integrated medical scheme strategy accommodates both Individual and Group Memberships.
How can we help you grow, preserve or protect your wealth? Speak to a Hereford Financial specialist now.