Heritage Financial Consultants
Insurance in Sandton

Heritage Financial Consultants is an independent financial service provider  that is registered with the Financial Service Board to provide financial services to businesses and individuals. Heritage Financial Consultants has highly trained staff to deal with your companies retirement funds, living annuities, endowments, buy and sell insurance as well as your individual requirements from unit trusts, contingent liability cover, business insurance covering all aspects like keyman cover, medical aids, offshore investments. Heritage Financial Consultants has been giving professional advice for over 20 years. Heritage Financial Consultants deals with all the major insurance companies, investment houses as well as having strategic relationships with the largest short term brokerage in the world.

Over the past 12 years, Anthony Cohen ran Heritage while also managing his own Company, Miall Financial Services. Now Heritage can offer a diverse range of financial products and services, and has strong and unique relationships with clients and providers alike. Our philosophy works on the understanding that markets are not always rational and that quantitative and qualitative research is the best way to safeguard and promote the interests of clients. We understand that our clients require personalised service in a constantly evolving marketplace. Our highly qualified and experienced financial planners aim to provide sound financial advice which takes into account a comprehensive view of all aspects of the clients’ needs. Heritage Financial Advisors provides personal, professional, independent and unbiased financial advice to individuals, trustees and companies. After strategic discussions, we learn and understand your unique needs. This forms the basis of everything we do, as we assist you to make clever and sound financial decisions for your individual circumstances. We offer investments rather than risk, and have a portfolio of holistic financial planning solutions for you, the individual or for your organisation. As an employer, inter alia, you are responsible for the financial well being of your employees. Obviously we cannot secure your personal and corporate financial security without the assistance of sound financial and lifestyle partners. But it is crucial to remember that this will in turn, affect your bottom line too, so it’s vital that you receive the right advice. Heritage offers a full spectrum service to corporate organisations. Our divisions work individually or together to ensure that your organisation and employees make sound financial decisions. There’s a tendency among financial advisors to choose (for themselves) a preferred provider or set of providers and then to argue that these providers are the best solution for your company and your employees. Heritage Financial Consultants is an independent Employee Benefits Consultancy and we steadfastly protect this independence fiercely. We provide customised and personalised services to individuals and corporates. When it comes to Employee Benefits Solutions, Heritage prides itself on being both professional and personal.Heritage consults to corporate clients on Health Care and Retirement Fund structures. Our clients include small, medium and large organisations. Heritage has a solid foundation in retirement funds the investment management industry and we are well therefore positioned to provide a service of the highest quality.