WHY WE ARE unique

The extensive range of products we proudly offer are simply tools to enable us to accomplish what we are truly passionate about – creating wealth for each individual and business we serve.
With a clear understanding that every individual and business have a unique set of circumstances, aspirations and goals, we customise every portfolio regardless of size or requirements to perfectly suit your needs.
We listen before we advise, asking questions before providing solutions, and behind every decision lies rock-solid knowledge of what’s happening on the ground in the world of finance and an acute awareness of new innovations by constantly remaining on the cutting edge of our industry.
We believe our extraordinary success and growth can be attributed to a combination of astute wealth creation, management, and preservation, with a passion for facilitating financial freedom for more than 30 years.
IT’S WHAT WE LOVE TO DO AND WHAT WE DO BEST!
Because we understand that our people are as unique as our clients, instead of expecting everyone to be equally skilled in all areas, we expect them to be experts in at least one area of our business. This has led to the creation of specialist business units that combine to provide optimum all-round financial solutions, every time. Each of these solutions are uniquely and independently structured, complemented by the skills of specialist advisers.
Throughout the nation our dynamic teams remain interactive at every level. As one, we commit to continued learning, honing skills and knowledge to keep pace with an ever-changing industry. We embrace any change that spawns greater efficacy and better returns for our clients.
The Hereford Group with over 30 years’ experience of creating financial freedom and specialised business units, available at any point, provide you with peace of mind and transparency. You will find when partnering with us that from the consultant to the pillar specialist and the CEO, we all adhere to the same value system – to be there for you and remain humble and grounded in all our interactions!
Expect Different Results
Established in February 1995, the Hereford Group has not only survived, but thrived over 30 years of tumultuous markets, experiencing exponential growth across all three major regions of South Africa, namely Gauteng, Western Cape and KZN.
MICHAEL DUNDULAKIS
Chief Executive Officer
We provide astute Financial advice to individuals, businesses and organisations alike with the ethos that they and their financial requirements are all unique.
The company has, over the last 30 years, not only survived tumultuous markets but thrived – experiencing exponential growth across all three major centres of South Africa, namely Johannesburg, Cape Town and Durban.
Simply put, we provide long and short-term insurance solutions and deliver specialist advice on healthcare and medical aid, gap cover and much more. We are also able to provide strategic advice in the form of Estate Planning, Corporate Advisory and Offshore Investment Planning.
Something about me
At my core, I am a family man, focused on wellbeing in the form of a healthy lifestyle. My fundamental belief is that the building of relationships is the key to any success that you attain in life. I apply this concept wholeheartedly within my business and it permeates throughout Hereford Group.
Why connect with me?
- I connect with my team in the same way that I do with my clients, with the belief that every one of them is unique. This benefits our clients because we expect every employee and adviser to be exceptional in their chosen area of our business, ensuring there is always passion and expertise in every department.
- In forming relationships, I believe that you serve from a place of humility. I place a strong focus on being completely transparent and establishing the right connections evolves from forming a strong bond of trust.
- As a business leader, I provide guidelines to my team but never micro-manage. I pass decision making down the line, empowering them to make their own decisions.
- I am 100% passionate about everything that I tackle. I don’t believe in half measures, so I insist that commitment to follow through, authenticity and accountability are the overriding principles of every Financial Advisor in every client interaction.
I look forward to connecting with you!
021 552 7136
michaeld@herefordgroup.co.za
GLEN NORTJE
Managing Director
With an extensive and award-winning background in the financial industry, Glen is the Managing Director at Hereford, and co-leads the Wealth Management practice of Farber. His practice focuses on personal financial planning, investment management, estate & fiduciary solutions, and corporate benefits.
In 1995, Glen co-founded the Hereford Group and serves as a board member and director. Glen pioneered and led three major divisions within the Hereford Group with a total of 11 companies under the group structure.
In partnership with some of the major role players and companies in the Canadian financial industry he co-founded Kingsmere Financial. With a passion for people and as entrepreneur and communicator, Glen has been involved in coaching and speaking engagements to influential business leaders, non-profit organizations, and government.
SHAN NISSIOTIS
Director
With a BA in Education, a Postgraduate Diploma in Financial Planning, an Advanced Postgraduate Diploma in Employee Benefits and a Diploma in Digital Transformation Strategies, Shan Nissiotis has always been eminently qualified for his meteoric rise in the corporate financial world. It is his passion for service and the delivery of instant gratification to his colleagues and clients that has earned him the respect he enjoys today as a Director with Hereford Group.
With Management positions and Directorships in many of the country’s giants of the financial world, such as FNB, Liberty, BoE and Alexander Forbes, Shan has brought to his current position a wealth of experience. It has also given him the expertise that has enabled him to admirably fulfil his current mandate to provide employers with advice in structuring their Corporate Benefit plans for their employees and assist individuals with their Pre and Post Retirement planning.
About the man
Shan considers it an honour to serve, and this extends from clients and colleagues in the workplace to family members and close friends within his personal life. He has gained respect from colleagues with his attitude of leadership through serving and encouraging those around him to grow and he has built a solid loyal client base through his genuine belief that the client is always right.
Shan is a big picture thinker who believes there is no such word as “can’t” and that there is a solution to every challenge. This and his dedication to all who occupy every facet of his life make Shan Nissiotis an invaluable member of the Hereford Group team!
011 875 7600
shann@herefordgroup.co.za
ROWAN MATTHEWS
Hampshire Director
Rowan Matthews is a no-nonsense person who candidly speaks his mind about what he expects of himself, his colleagues, and his business. “There is nothing flash about me or Hampshire Independent Advisers for that matter.” says Rowan ‘’I am tired of corporations selling dreams they cannot fulfil through managers that have never been in the IFA environment.
One must recognise the incredibly hard work that independent brokers put into their businesses, and respect that. That’s what makes us at Hampshire unique, we are transparent, honest, and easy to work with.
Graduating with a B.A Honours in Industrial Psychology and an M.B.A, Rowan was more than adequately academically qualified to embark on his impressive career in Management. Today he is the Director of Hampshire I.A, a fully independent FSP. Hampshire market through an independent IFA team nationally and focus primarily on Investment, both local and international, Employee benefits, both retail and medical aid, and normal retail life and retirement products.
Entrusting people to share his vision
Rowan likes to delegate and not to micro-manage, he rather chooses to trust those he works with to take responsibility for the tasks assigned to them and complete them as efficiently as possible.
Surrounding himself with good competent people with a passion for their work, Rowan enthuses them with his vision for the business and believes that those who trust his leadership will in turn lead others and treat the business with the same care that he does.
Now with fully grown children, Rowan spends more quality time with his wife and explores the great outdoors right here in the country he loves.
031 5822 300
rowanm@hampshireind.co.za
SEAN FARRELL
(CFO) Chief Financial Officer
Sean has several roles within the broader Hereford Group. As a chartered Accountant Sean has oversight over the Hereford Group’s finances. In addition, he heads up the group’s asset management interest in Seed Investments.
Sean began his career at Deloitte in 1991 and, post qualification as a Chartered Accountant, took up a position at Automakers. During this time, Sean developed a keen interest in the financial services industry, and completed his last year at Automakers as head of Treasury.
In 1998 Sean joined Origin, which evolved into RMB Private Bank where he was CFO for 8 years and then CEO for 4 years until his departure from the company in 2011.
Sean then moved to the Cape, and teamed up with the Hereford Group and Seed Investments where he currently serves as an Executive Director and CFO. He is passionate about seeing people succeed and fulfil their potential and serves as a mentor in different spheres.
021 914 4966
seanf@herefordgroup.co.za
KERWIN VAN NIEKERK
Marketing & Operations
Always a financial planner at heart, however I also oversee the operational and marketing functions of the Hereford Group, as well as serving as a board member and director.
I’m passionate about the Hereford brand, and everything that it stands for. As a marketer by education and experience, my mission is to establish the Hereford brand far and wide, and to make sure that the associated message is displayed on the appropriate platforms with integrity and efficiency.
The other area that I am obsessed with is installing the right systems and procedures in the group and then implementing them across all our branches countrywide, which is crucial for a fast-growing business like ours. The challenge is to ensure that any systems and procedures implemented are there to make Hereford more unified, efficient, and creative, but to watch that we don’t fall into the creativity killing, and business blocking trap of unnecessary bureaucracy and red tape.
My family is everything to me, and this extends to my Hereford family of support staff, advisers, and our clients. I am here to serve them, to make certain that we are all aligned with a common vision of changing daily lives, and to ultimately achieve financial freedom for themselves, their families, and our clients.
031 582 2300