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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

TRUSTEES AT WAR: THE REMOVAL REMEDY AND IT’S LIMITS

Legal Briefs

What happens when a trust’s trustees fall out and go to war with each other? If a polite request to the minority trustee to resign bears no fruit, can the majority forcibly remove him or her? And if so, must they have good reason to do so? First question of course is...

2019 – The year ahead

Wealth & Investments

2018 landed up being one of the worst investment years we have had since 2008. No matter how we try to look at it, no matter where you were invested, the negativity remained. With the yearend statements coming out, it has been dismal reading. The question now is, what...

Buy and Sell/Key Person Insurance

Business Advisory

It is essential in the successful operation of any business that continuity and succession planning be addressed in the event of a member dying or becoming disabled. Very often, the most effective way to achieve this is with Buy and Sell and/or Key person insurance....