Find Financial Advisor or Financial Planner
Financial Advisor and Financial Planners listingsInsurance brokers, CFP s, Certified Financial Planners and all other advisors register hereChoosing financial advisors and financial planners. Financial Adviser Complaint contactsFind an Accountant or Bookkeeper Find Johannesburg attorney, CapeTown attorney and other centresFindanAdvisor.co.za Directory
FINANCIAL
ADVISOR
LOG IN


IS MY FINANCIAL ADVISOR LICENSED WITH THE FSB?


POPULAR SEARCHES:

Johannesburg Financial Advisors

Cape Town Financial Advisors

Pretoria Financial Advisors


FIND AN ADVISOR IN THE MEDIA


YOUR RIGHTS (ADVISER OBLIGATIONS)


PERSONAL FINANCE GUIDES & TOOLS


FSB (FINANCIAL SERVICES BOARD)


certified financial planner, financial planners
Print broker details
Mrs. ANA-MARIA MORTE Mrs. Ana-Maria Morte
Employer Hereford
Suburb Bryanston
Address 37 Peter Place, Bryanston, Jhb
FSP License  FSP Licence c/o Liberty
Languages English, Afrikaans
(in order of proficiency)
Email
Tel 0114633092 Cel 0828369000 Fax 086 620 2743
Website www.herefordgroup.co.za
Qualifications
NQF5
SERVICES 
Financial Advisors Fields of Specialisation Investments, Business Assurance, Retirement Planning, Life and Disability Assurance
Services Retirement Planning
Investments
Estate Planning
Life and Disability Assurance
Medical schemes
Short term insurance
Business Assurance
Offshore Investments
Group Schemes
Other Services Tax Advise Business and Asset Protection Mortgage Origination Wills Financial Awareness Workshops Group Benefits Financial Planning Investment Management Services Pension and Provident Funds Corporate Business
LATEST NEWS & VIEWS:
EXPERIENCE

In order to ensure long and lasting relationships with every client we place emphasis on obtaining a genuine understanding of our client’s needs and requirements, and in so doing meet their objectives.

Our cornerstones remain the highest levels of professionalism, discretion, confidentiality and specialist expertise. The personal relationships on which we believe our success is based will continue to provide our clients and their families with the financial peace of mind that their future generations will benefit from today’s wise investment decisions.

In meeting the rapidly changing financial challenges in South Africa, Hereford Financial Services will continue to build on its cornerstones of professionalism, discretion and personal attention.
 
Consultant of the year 2007 - First Choice
Top 20 Consultant - Hereford 2009
ABOUT FIRM
At the Hereford Group we focus on holistic balance sheet management, i.e. management of the assets as well as the liabilities of individuals. Our objective is to provide a “holistic” financial solution to individuals and corporates in order to help them both “create” wealth and ultimately “manage” and “protect” their wealth. We ensure that whatever structure we put in place, is tax efficient and cost effective.
 
The Hereford Group of Companies was established in 1995 under the guidance of Patrick Magner and has since grown into a leading financial services provider.

Since its founding year the Hereford Group of Companies has experienced exponential growth. In 1997 the Hereford Group become Liberty Life’s largest and most successful Franchise and has consistently retained this accolade to date

COMPANIES REPRESENTED  Financial Institutions South Africa
Other Companies represented STANLIB and iPROTECT
Companies through which more than 30% of income is derived Liberty
BUSINESS PRACTICES
Minimum Levels of Premium/Investment accepted Lump Sum R100,000
Recurring monthly R1,000
Financial Advisor Fees  Remuneration Commission only
Legal structure of employer (Pty) Ltd company
Number of staff in Financial Advisor organisation > 50
Professional indemnity Insurance  Indemnity insurance Insurance yes
Value R5,000,000
MAP

View Larger Map
Print broker details
Please be sure to mention that you found this Financial Advisor on www.findanadvisor.co.za!