Thirty years caring for your investments

Your trust remains our biggest asset.

Our independence means that instead of being tied to a company, we’re tied to your success

We offer financial planning and investment advice, as well as a range of other related financial services.

 

The business was established in 1993 in Richard’s Bay, Kwa-Zulu Natal, South Africa. Today we operate across South Africa and form part of a bigger group of Independent Financial Advisors called FG Investment Partners.

 

FG Investment Partners was founded in 2002. The group collaborates with a number of reputable institutions globally to ensure that our clients benefit from the broadest and deepest possible expertise, experience and intellectual capital.

 

We work with South Africa’s leading Asset Management companies to create investment portfolios that are tailored to your risk profile and lifestyle. We work closely with FG Asset Management, offering a range of diversified funds-of-funds from the best possible combinations of local and global unit trust funds.

Our partnership with you is for the long term. We want to see you retire financially independent, secure in the knowledge that your family’s needs are taken care of under all circumstances.

 

We are transparent about our fee structures and the benefits and service you should expect when trusting us with your investments.

 

We believe in the value of independent financial advice. Our independence allows us to be impartial and to take advantage of the wide range of Financial Service Providers and products available on the market.

 

Importantly, we are real people who offer simple, clear investment advice that’s appropriate for your unique circumstances. We understand that your money, much like good health, is very close to your heart.

Meet the Team

Financial Advisor

Financial Advisor

Financial Advisor

Financial Advisor

We are real people who offer simple, clear investment advice that’s appropriate for your unique circumstances.

We understand that your money, much like good health, is very close to your heart.

The HMA Community

The Art of Investing

We are so grateful to work with a number of passionate wildlife illustrators, artists and photographers. These wonderful humans breathe life into helping us communicate the art of investing.

Investing in the Future

We are privileged to have clients that invest their time giving back to their communities. Under their guidance, we support programmes that help talented youth get a foot up onto the first rung of a career ladder.