At Heritage, we have been successfully providing financial life planning and wealth management solutions for our clients since 1988. Our clients are reassured by our care and expertise and value our passionate and determined pursuit of their financial freedom - the freedom to achieve their personal goals.
The core of our approach is to truly understand your lifestyle aspirations, which we believe should form the heart of your financial plan. By helping define what is of most importance to you, we can tailor a plan that is focussed on your unique vision.
Our consultants are highly qualified financial life planners and we work closely with like-minded accountants, lawyers and private banks to provide integrated, well thought-out solutions for our clients.
Most of our clients are entrepreneurs and successful business owners, and we maintain a strong presence in the dental profession.
Our range of services covers the full spectrum of advice. Creating, growing and protecting your wealth, for you and for future generations