ADVANCED INVESTINGDo Not Accept Mediocrity
Advanced Investing Through Intelligent Solutions
You do not accept mediocrity from yourself, why would you accept it from your Investments? You won’t find a generic investment in our offering, in fact some of our solutions are only available at Heritage Wealth Partners.
Do Not Accept Mediocrity From Your Investments
REAL INVESTMENT STRATEGIES
In 2015 Richard Sharp embarked on a plan to allow clients to Invest the same way as the Biggest Pension Funds. Enabled by breakthroughs in Tech and Asset Management our clients can invest with dramatically reduced fees, one of a kind transparency and custom portfolios that have an excellent long term performance.
True genius is to achieve the ultimate outcome with a simple process.
This can’t be done with off-the-shelf products sold through traditional channels, but can be achieved with our specialist investment structures that are not available to other advisors.
These solutions can either mitigate tax or allow your company to invest in an offshore low-risk income fund, while still having access to capital when your business needs it.
INSTITUTIONAL PRICING
Our track record speaks for itself and our existing clients speak for us.
The portfolios available at Heritage Wealth Partners will consistently outperform your previous experiences.
Speak to us and unlock the full potential of your capital.
Do You Qualify To Be Our Client?
TESTIMONIALSHeritage Wealth Partners is everything I looked for - bespoke & curated. And Richard knows what he is talking about!
JACO JANSE VAN RENSBURG
Specialist Anaesthesiologist at Southern Anaesthetic Associates
TESTIMONIALSThe Altos Fund provides the perfect solution for individuals or institutions that are conservative in nature but seek alpha beyond what savings vehicles and or bonds can offer. This fund ticks along and is able to weather market storms and The Unicorn Fund is unique in the way that it trades at multiples to the market, up and down but has incredible upside potential for investors that have sustained levels of risk tolerance and a longer term time horizon. It just takes one Unicorn to change the trajectory of your investment portfolio.
CALVIN CRAIG
Founder of Craig Capital
TESTIMONIALSI've never found a firm that understands my needs as well as Richard and the team, and one which communicates their strategies so clearly. This undoubtably is what has led to the incredible performance of the portfolio
DANIEL MARCUS
Founder of Magnetic and Director of Silversoft South Africa and Ramp
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.
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.
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.
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.
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.
JACQUES DU BUISSON
Managing Director Silversoft
Frequently Asked Questions
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