Estate Planning and Life Insurance

Nobody wants to pay for insurance (we get that) but prudence requires that we take the necessary precautions to protect ourselves and our loved ones from unforeseen loss and avoidable trauma. HWP’s experienced team are experts in Estate Planning and our partnerships with various Tax and Legal professionals allows for advice that is personalised, efficient and up to date with changes in legislation.

Technology Driven
Data Focused
Efficiency is everything

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About Us

Heritage Wealth Partners was founded by Richard Sharp in 2015 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.

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.

Our unique approach enables us to offer solutions where other advisory firms don’t even see the problem.

Do you qualify to become our client?

Should someone qualify to become an HWP Client, they will have access to:

Opportunities
Get unique investment opportunities not available to the general public

Latest Technology
Our portfolios utilise the latest technology and investment structures to provide high returns at a dramatically reduced cost

Entrepreneur Support Platform
Our Entrepreneur Support Platform enables us to walk alongside our clients from inception of a small business to listing and exiting a business worth up to R500,000,000.00

Contact us now to find out if you’re qualified

Our Services

Advanced Retirement Solution

Actively Managed Low Fee Funds

Advanced Investing

Share Portfolios/Tax Structures

Estate Planning & Life Insurance

We have applied a data driven approach to life insurance as a value add for our clients

Independence
HWP pride ourselves on our independence, we are not tied to any providers nor do we have any financial incentives to recommend specific providers. This simple fact separates us from over 75% of our competitors.
Data Driven Approach
Our expertise in Investment consulting is still the main focus at HWP however we have carried over our data driven approach to Estate Planning and Insurance. This results in HWP clients having true insight into their financial plan with particular detail given to Transparency, Fees, Efficiency and Tax Mitigation.
Technology
HWP are continuously investing in the best technology available to empower the decision making process for our clients and provide detailed and timeous reporting. Our interactive software allows clients to see the far reaching impact of each decision during the consulting process with meaningful data. Better data allows for better decisions.

Holistic
As value added services we offer many additional services such as the opening of Offshore Bank Accounts, creation of Trust Structures, Property Investing and much more.
Opportunities
What is the Opportunity Cost of an suboptimal Financial Plan? We will show you how to structure the most efficient plan and unlock opportunities that most South Africans do not have access to.

Richard Sharp

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.

Testimonials

We 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

Richard 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 VogesCo-Founder HyveMobile (Pty) Ltd

Passion, 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 WiehahnFD (CA) SA - 2018

We 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 NormanCo-Founder, HyveMobile (Pty) Ltd

Contact

Get Financial Advice

by completing the form and we will contact you

Estate Planning and Life Insurance

Technology Driven

Data Focused

Efficiency is everything

Get financial advice

About Us

Our unique approach enables us to offer solutions where other advisory firms don’t even see the problem.

Do you qualify to become our client?

Opportunities

Latest Technology

Entrepreneur Support Platform

Contact us now to find out if you’re qualified

Our Services

Advanced Retirement Solution

Advanced Investing

Estate Planning & Life Insurance

Benefits of Heritage Wealth

Independence

Data Driven Approach

Technology

Holistic

Opportunities

Richard Sharp

Testimonials

Contact

Get Financial Advice

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