Hereford Group Affiliate of Liberty Life

Corporate and Employee Benefits Hereford Corporate is dedicated to providing quality employee benefit consulting services to organisations of all sizes. We are able to provide guidance and advice across all the major risk, investment and administration platforms. We have a team of experienced professionals, including actuaries, who are able to develop and implement the most suitable benefit design strategy and structure. Our solutions are uniquely and independently structured, complemented by the specialist skills of independent professionals. Investment Management Through the Hereford Group, both individuals and corporates have access to a premier range of portfolio management services and products, with a solution that is holistically structured to suit their needs and objectives. Personal Financial Planning Our qualified and professional financial planners are able to help individuals set and achieve long-term financial goals through investments, tax and legal planning, asset allocation, risk management, retirement planning and estate planning. The cornerstone of any financial plan is to ensure holistic balance sheet management through the cycles of wealth creation, wealth management and wealth protection. Hereford Financial Services offers personalised financial planning that combines addressing both individual and business owner financial needs. Hereford Private Wealth Management The Hereford Private Wealth Management division was established to provide high net worth individuals a level of expertise and advice not readily available in the South African market. Highly technical and complex solutions are often needed when dealing with the management of inter-generational wealth, succession planning, asset protection, estate and tax planning. The Hereford Group of Companies was established in February 1995. Since its founding year, the Group has experienced exponential growth.