An Empowering Partner In Your Financial Journey

Advanced Retirement

Advanced Investing

Estate Planning

Our Unique Approach Enables Us To Offer Solutions Where Other Advisory Firms Don’t Even See The Problem

ABOUT HERITAGE WEALTH PARTNERS

Heritage Wealth Partners was founded by Richard Sharp in 2017 and has been established to be a pioneer in the financial advice industry. We are predominantly Investment Specialists with a focus on Advanced Investment Structures.

We do not believe in following the pack and maintaining the status quo but rather we are constantly looking for ways to add value for our clients. We aim to become an inspirational brand within the South African market and focus on Business Owners, High Income Professionals and those with an Entrepreneurial Spirit.

ABOUT OUR CLIENTS

We choose to partner with our clients and provide them with everything from advice to servicing of their existing portfolio. We believe in on-going advice and strategic interventions which continue to enhance our client’s return on investment. Our unique approach enables us to offer solutions where other advisory firms don’t even see the problem. HWP can provide Investment Portfolio’s with dramatically reduced fees and very high returns that are diversified across global asset classes and Indices.

Because we work alongside Strategic Business Partners to develop these unique solutions we ensure that we maintain a competitive advantage in the marketplace.

Do You Qualify To Be Our Client?

    WHY WORK WITH US?The Benefits
    Of Working With Heritage Wealth Partners

    ADVANCED RETIREMENT
    ADVANCED INVESTING
    ESTATE PLANNING
    LIFE INSURANCE

    Meet Richard Sharp

    Founder and CEO

    I have consulted to SA’s top CEO’s, Executives and Entrepreneurs over 10 years, this experience gave me the vision to create Heritage Wealth Partners. Our purpose is to enhance the lives of our clients and unlock value through Advanced Investment Structures. Our clients achieve greatness and expect the same from their Investment Portfolio, mediocrity is not acceptable. Our hands on approach enables us to build relationships while we create wealth.

    Our process is transparent, with a strong emphasis on relationships with our clients and service providers. We believe in partnering with our clients on their journey to financial health.

    Plans fail for lack of counsel, but with many advisors they succeed.

    PROVERBS

    PENSION

    Specialised Retirement Annuity/Pension Preservation Fund (Dramatically Reduced Fees & Successful Long Term Track Record)

    PORTFOLIOS

    Direct Share Trading Portfolios (Local and International) – (These can be housed in various Advanced Structures)

    SOLUTIONS

    Specialized Solution for Business Owners to assist in smooth onboarding Funding/Investment and possible Exit Strategy

    HOLISTIC

    We aim to have an all encompassing, holistic approach to our client’s financial well-being, considering every aspect of their finances to make a meaningful impact on their future net worth

    TAILORED

    We regard each client as an individual and are sensitive to their unique needs. We therefore tailor our services to best suit each client

    OPPORTUNITIES

    We are not tied to any service provider, giving Heritage Wealth Partners the opportunity to provide our clients with what they need, without limitations

    TESTIMONIALSWe have worked with Richard from the very inception of Outsourced CFO through start-up and scale-up phases. He is a professional of the highest quality and integrity and has provided us with invaluable piece of mind on our journey, backing us from early on. I would unreservedly recommend Heritage Wealth to any founder team that is serious about growing their business and investment portfolio.

    https://heritagewealth.co.za/wp-content/uploads/2020/12/louw-Barnardt1.png

    LOUW BARNARDT CA(SA)

    Managing Director – Outsourced CFO

    TESTIMONIALSRichard has been my financial advisor since 2011. He is trustworthy, reliable and has a finger on the pulse of relevant developments so that my needs are well catered for. What really sets him apart is that I honestly believe that his financial advice is motivated from an attitude of wanting to make sure that I am maximizing my “wealth potential” in the broadest sense of the definition.

    https://heritagewealth.co.za/wp-content/uploads/2020/12/Brad.png

    BRADLEY VOGES

    Co-Founder HyveMobile (Pty) Ltd

    TESTIMONIALSPassion, intimate product knowledge and a genuine interest in achieving the best results for clients is what makes a truly successful Financial Adviser. Richard has this in spades, but it is his professionalism and integrity that really sets him apart. His dedication to his clients and his business excellence is exceptional and I would highly recommend him to anyone wanting to establish a lifelong trust relationship while achieving better financial outcomes.

    https://heritagewealth.co.za/wp-content/uploads/2020/12/George.png

    GEORGE WIEHAHN

    FD (CA) SA – 2018

    TESTIMONIALSWe have been a client of Richard’s since 2011. In the fast changing landscape of personal financial services, you can rely on Rich to find you the best deal and to move to a new better plan when the landscape changes. Rich has the inside track to great investment opportunities which normally would not be accessible to the average investor. Generally, he is an all-round nice guy that is always willing to help in any situation. I can recommend Richard many times over.

    https://heritagewealth.co.za/wp-content/uploads/2020/12/Charl.png

    CHARL NORMAN

    Co-Founder HyveMobile (Pty) Ltd

    TESTIMONIALSRichard and his firm have been fundamental partners in the growth of our firm. They have been instrumental in the formation, advisory and maintenance of our employee benefits, health care, retirement annuity policies and related. As our business has grown and more than doubled in revenue & staff, Richard’s personal & dedicated approach has seen us build out a mature benefits and investment offering for our staff that we feel is critical in their development and retention. He has also provided excellent advice in a financial space that is often difficult to navigate, and his tenacity in providing resolutions has saved us time and money. We regard Richard and his team as key partners in our journey.

    https://heritagewealth.co.za/wp-content/uploads/2020/12/Jacques.png

    JACQUES DU BUISSON

    Managing Director Silversoft

    Contact Goldenblatt Family Law

    Contact Goldenblatt Family Law

    CONTACT AND LOCATIONWe are here for you
    Contact us today.

    PHONE:
    064 533 7175
    HOURS:
    Mon-Sun: 8am – 8pm
    ADDRESS:
    No.4 Bridal Close, Tyger Falls
    EMAIL:
    info@heritagewealth.co.za