Personal Financial Planning

The cornerstone of any financial plan is ensuring healthy and holistic wealth management for our clients.It's important to understand that wealth management does not mean managing investments only, and does not only apply to wealthy or high net worth individuals, but should form part of EVERY single South African's long-term financial strategy. It encompasses all aspects of a client's financial life and well-being.

Our primary objective is to remove the burden of financial planning and management from the shoulders of our clients. Hereford Financial Services offers personalized financial planning that combines addressing both individual and business owner financial needs in the event of a life changing or traumatic event, as well as investment advice, accounting and tax services and legal/estate planning.