SummaryI have been in the industry since 1992 where I worked for Heritage Financial Consultants. In this time period from here I have built a business that is client eccentric and have based the whole business on this. I firmly believe in independence and due to this I became a partner with an asset consultancy firm called Ipac who later changed names to Acsis. The reason for me partnering with them was for total independence when it came to investments as well as it was a fee based structure and No Commission is paid therefore on putting a client onto this platform it was not driven by how much upfront commission I could earn but rather on transparency and that the client was never penalised if there was a reason to move.
From a risk perspective we have contracts with all the major insurers and therefore do not offer one product but look at what is needed by our client and giving him the best of both worlds where he could have his different risk covers spread across the market.
In the Employee Benefits market were we look at Retirement Funds and Medical Aids we again look at each individual or corporate and advice on what they require.
I have been interviewed by CNBC on numerous occasions as well as Radio 702 in regards to Financial matters. Heritage in the last two years has won two International Awards being Financial Services Provider of the Year 2016 and Employee Benefits Advisory Firm of the Year 2017