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Monique Basson

Hereford Financial Services-Ruimsig (Pty) Ltd
Recruitment

Contact Information:

1970
ZA

Years in Business:

 

5

Clients I'm Seeking:

 

I mainly recruit Financial Advisers for the Hereford Group. I'm also seeking clients that are looking for Financial Planning.

About My Business:

 

At Hereford Financial Services – Ruimsig (Pty) Ltd, we believe in the power of a directed channel of finances. Hereford and our passionate team of advisors offer you holistic financial solutions that channel your hard-won capital. We ensure the guided management and distribution of funds, we carefully consider necessary expenditure and we offer effective forecasting of your finances. It is a path we forge together, assisting you in making sound financial decisions that will have lasting rewards for you, your business and, most importantly, your loved ones. Our first port of call is a personalised and in-depth needs analysis of your current financial situation. Taking all aspects into consideration, we embed a system of financial portfolios and policies, tailor-made to the contours of your unique financial needs and goals. Steering your funds effectively allows you to take control in regulating a steady stream of finances, tapped (when necessary) from pre-established investment pools and protecting your assets and family if and when and unforeseen event occurs. Our Business partners include the Liberty Group of Companies, Stanlib and Standard Bank. As such we are able to couple the magnitude and exceptional track-record of this established company, with the personal touch of our advisers who are able to give you specific, expert advice. We ensure all underwriting is done upfront and offer financial needs analyses unparalleled in the industry. PRODUCTS & SERVICES Hereford offers a comprehensive and complimentary range of financial services, which include the following: • Life Insurance • Investment Planning • Retirement Annuities • Medical Aid • Medical Insurance • Pension and Provident Funds • Partnership and Key Man Assurance • Bond Switching • Business Assurance • Provisional Tax Planning, including Individual and Company Tax, Salary Structuring and Tax Directives • Payroll Administration • Trust Fund Administration, both local and offshore • Offshore Investment Planning, covering offshore banking, offshore investments and offshore structured products • Drafting of Last Will and Testament • Estate Planning • Short Term Insurance, both Commercial and Domestic, through Hereford Broking Services We understand that in the financial ocean, it can be difficult to know where and how to invest. Unchartered waters can be daunting... When is the right time to anchor? When should you set sail and take a risk on the open waters? How should you save for your future? Where do you need to hold back and when should you dive in? Our advisors will take you on a step-by-step journey to address all these concerns and assist you in making informed decisions.

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