Since the Hereford Groups establishment in 1995, it has grown into one of the leading financial service providers in South Africa. We have a national footprint with offices in Johannesburg, Cape Town and Durban. And further afield are affiliated to companies in Canada and Australia.
Personal Financial Planning
I base my business under the 3 principles, you could say they are the CPR of any good practice.
The first one is, Confidentiality. If any information gets out regarding this meeting or any future meetings, I will assume that it came from you and not me as this meeting is highly confidential.
The second one is Proprietary. The way that you will benefit from this meeting is that you will have a better understanding of your current financial position. I will make certain recommendation and proposals. If you like the proposals and you want to do the business, that you would place the business with me rather than someone else. –
The third one is Referrals. If you feel that I have conducted myself in a professional manner and you feel that I can add value to your financial portfolio, that you would refer me to a number of people whom you feel would benefit from this type of meeting. I will be asking you for those referral at the end of this meeting.