An Empowering Partner In Your Financial Journey
An Empowering Partner In Your Financial Journey
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
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 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.
Our service offering covers the below three aspects.
WHY WORK WITH US?The Benefits Of Working With Heritage Wealth Partners
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 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.
Our service offering covers the below three aspects.
Meet 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.
Plans fail for lack of counsel, but with many advisors they succeed.
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
