ADVANCED RETIREMENTInvest With Dramatically Reduced Fees
Our Advanced Retirement Solution
Heritage Wealth Partners was founded off the back of years of consulting to the Pension Funds of Large Multinational Business and their Executives. In 2015 Richard Sharp embarked on a plan to allow clients to Invest the same way as the Biggest Pension Funds. Enabled by advances in Technology 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.
Invest With Dramatically Reduced Fees
UNRIVALLED TRANSPARENCY
Heritage Wealth Partners is here to guide you, not stand in your way. Full disclosure isn’t just a saying around here – it’s a fundamental principle of who we are.
Every transaction. Every gain. Every loss. Every fee. We have nothing to hide. We aren’t flawless and we can’t guarantee that everything will work out the way we plan and hope, but we can guarantee that you’ll know about it.
You won’t just feel the value we bring; you’ll see it in the data available to you 24/7.
ACTIVELY MANAGED PORTFOLIOS
Rightly so, there’s been a lot of unhappiness in the market aimed at active managers who are big on fees and low on performance. Our approach is different. We add value, not fees.
Our actively managed portfolios have dramatically outperformed the market for almost a decade. Through charging professional service fees to structure portfolios, rather than ongoing advice fees, our clients benefit from an average fee saving of 35 – 40% vs. our competitors.
The combination of strong performance and low fees can unlock the wealth creation outcome that you’ve always hoped for. It’s no surprise then that our clients partner with us for the long-term.
EXCELLENT LONG TERM RETURNS
Compound interest is much like gravity, it either works for you or against you.
In recent years, the average South African with a retirement fund has been on the wrong side of this equation. Inflation, a weak Rand and poor performance on the JSE have crippled many retirement plans. Despite this, advisors and product providers continue to earn commissions and sit in expensive offices. There is a world beyond the most famous names in the retirement game.
Big marketing budgets rarely translate into big returns.
At Heritage, we have focused on results and track record, rather than billboards and glossy adverts in magazines.
Through a nimble approach underpinned by technology, research and partnerships, our clients retire with up to three times more value than those of our competitors.
See For Yourself How We Can Do This For Your Portfolio
Frequently Asked Questions
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