Home - Hereford Group

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 25 years of success in growing, managing and preserving wealth, we’re still passionate about creating financial freedom for each of our clients.

Our Philosophy

“I entrusted the Hereford Group to manage my pension fund during 1998 and remain a happy client to date. My financial broker, has kept me well informed and aware of my investment’s performance throughout the years and continues to ensure that my ‘nest-egg’ attracts the most returns for my retirement. The Hereford Group is highly competent and has consistently gone the extra mile in addressing my queries promptly and efficiently.”

Amanda Ghigini

“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.”

Vanessa Knight

“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.”

Grant Westbrook

“We have had the pleasure of dealing with Hereford Group for many years. Apart from excellent service at all times, we also have peace of mind that our financial affairs are professionally looked after. Hereford handles both our personal portfolio as well as our business interests and we can recommend them without hesitation.”

Greg and Ronel Grant

“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!”

Ken Versfeld

Moving to Canada – Hereford

Business Advisory

Moving to Canada can be exciting but also a daunting experience. We lived in Durbanville (Cape Town) with a lovely surrounding of vineyards and mountains but that does seem very distant now to the big city of Toronto. There are so many things to consider during a time...

TRUST TO TRUST: DOES A TRUST ELIMINATE ESTATE DUTY?

Estate Planning

Although death and taxes are certain, people are always looking for ways to minimise taxes upon death. In certain instances, people are not even aware of the tax consequences upon death. They may have to pay in excess of 30 percent in costs and taxes - capital gains...

Seed Weekly – 2018 – Final Countdown

General

While we are comfortably settled into the month of October it is of no surprise that shopping malls have already started displaying their Christmas decorations and the talk around company water coolers is leaning towards conversations of, “So what are your December...