Peacock house building C, Woodmead Country club Estate
+27 (0) 11 021 4651
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Heritage Financial Consultants

provides personal, professional, independent and unbiased financial advice to suit the financial needs of individuals, trustees and companies

About us

Heritage Financial Consultants is an Independent Financial Services Provider, registered as an authorized Financial Services Provider with the Financial Services Board.
Heritage came into existence some 40 years ago, offering a diverse portfolio of financial products and services, catering for its strong, unique and lasting relationships with its clients and providers alike.
Our highly qualified and vastly experienced financial planners provide sound and comprehensive financial advice accounting for all aspects of their clients’ needs.
Heritage Financial Advisors provides personal, professional, independent and unbiased financial advice to suit the financial needs of individuals, trustees and companies.

Service Providers (Partners)

Compliance

Disclosure

Conflict of Interest Management Policy

POPI

Our Team

Anthony Cohen

Certified Financial Planner

Anthony  heads up Heritage Financial Consultants and has been providing financial advice and intermediary services since August 1992. He is an accredited  Certified Financial Planner.

Samantha Berger

Office Manager

She has now decided to join Heritage Financial Consultants as Office Manager, overseeing staff.  In 2000 she founded the Non profit organization and has since been unrivalled

Elaine Nunes

Administrator

Elaine joined Heritage Financial Consultants in 2022 she was an investor line consultant and specialises in client services.

May Wagner

Financial Advisor / Paraplanner

May has been in the financial services industry since 1994. May joined Heritage Financial Consultants in August 2013.

Patricia Mahachi

Senior Administrator

Patricia joined Heritage Financial Consultants in 2022. She holds a Bachelor Honours Degree in Local Governance studies from the Midlands States University and is currently pursuing her Master’s Degree in Public Administration and Management with UNISA.

Ellen Motaung

Staff Administrator

Ellen comes from an employee benefits background and is service driven.

She strives at being a better version of herself than she was yesterday, each day is an opportunity to start over.

Personal Wealth

Our philosophy works on the understanding that markets are seldom ever rational in reality, and that quantitative and qualitative research is the best way to safeguard and promote the interests of individuals.

Planning Philosophy

One of the most obvious truths about investing is that one needs to decide on a strategy and then stick to it. Whatever actions one takes today will shape the lifestyle you lead in the future.

Retirement Planning

At Heritage, when planning for retirement we consider your required income at retirement, in relation to your existing provisions and quantify any additional amounts that you must to save in order to achieve your objectives.

Investments – Local/Offshore

The creation and preservation of wealth is a specialised discipline that takes into account a number of factors including risk, taxation and liquidity, to ensure that your investments are appropriate to your needs and circumstances.

Estate Planning

We can help facilitate the correct arrangement, management and distribution of the assets and liabilities in your estate to ensure your beneficiaries.

Risk Planning

Dying prematurely, becoming disabled or suffering from a critical illness are all major events that would have substantial impact on you and your family’s financial situation.

Medical Schemes

Rising healthcare and medical aid costs mean that it is essential to match your family’s healthcare needs for hospital, chronic and day-to-day benefits as well as emergency care.

Short Term Insurance

We specialise in DOMESTIC/PERSONAL insurances, as well as specialising in the full range of COMMERCIAL/CORPORATE insurance needs

All aspects of Short Term Insurance are first brokered with all companies to get the most favourable terms and conditions at competitive premiums. 

Corporate

Heritage offers a myriad of financial services suited to meet the monetary prospects of our corporate clientele 

Planning Philosophy

One of the most obvious truths about investing is that one needs to decide on a strategy and then stick to it. Whatever actions one takes today will shape the lifestyle you lead in the future.

Retirement Funding

The design of a group Retirement Fund should suit the needs of both the employer and the employees and meet the organisation’s overall objectives. Only then will we recommend the most appropriate providers for the fund.

Medical Aid

Heritage provides a full range of healthcare services. For us, the starting point is to understand what you and your employees need at a personal, family, and an affordability level.

Employee Benefits

We guide organisations in selecting the appropriate service providers for the different facets of the Retirement Fund, i.e. the Administrator, the Investment Consultant and the Risk Benefit Provider’s.

Financial Literacy

Corporate Solutions can help employees make better financial choices today through financial literacy sessions.

Financial Planning Workshops

The workshops will help employees develop their own unique plan, tailored to their personal circumstances and financial goals.

One-On-One Financial Planning

Heritage offers individual financial planning via a one-on-one consultation to develop financial plans on a personal needs basis.

Seamless Transition

This enables employees, leaving the company, a retirement fund to preserve their capital through a preservation fund. We help arrange a seamless transition from one to the other.

Business Assurance

Heritage is able to assist you in any of the above requirements and give you professional advice so that the required product suits you and your company’s requirements.

Contact us

Give us a call on 011 021 4651 or let us contact you