20 years of creating financial freedom
What makes us unique is not the kind of financial products we offer. Anyone could sell them. And everybody does.
It’s the ones we’ll offer you. Because unlike most others, we understand that you’re different. Your particular financial reality, fears, hopes and dreams are yours alone. So we listen before we advise. With over 20 years of success in growing, managing and preserving wealth, we’re still passionate about creating financial freedom for each of our clients.
I have been a client with Hereford since it’s inception back in 1998 and have not looked back. I have received world class service and sound economic advise when coming to personal investments, life insurance, retirement plans, trusts as well as medical insurance advice. When problems arise, they have been resolved in record time. This has given me freedom & peace of mind at all times.
Working with Hereford has been a pleasure. They have put the perfect structure in place, personalised to my needs and affordability. The peace of mind knowing that my children will be provided for should something happen to me makes sleeping at night that much easier.
“To see where one is heading, you often have to look back and see where you have come from, and our move to Hereford has been one of our positive and better decisions made. Their open and transparent approach has nurtured an association into a relationship; build on trust and accountability; which they have consistently maintained with us through both good and bad times.”
Having Hereford at the helm of my financial planning over the years, I have received comfort knowing I am receiving the most up to date and correct advice. It is also practical having a "one stop shop" to cover and service the various elements of my portfolio. Also great people with which to work!
My experience with my portfolio management through the Hereford Group has been and continues to be professional in every way. From ongoing communication of portfolio performance, routine one on one portfolio review meetings, bench marking vs targets, my dealings with the Hereford Group continues to be a pleasure.