Heritage Financial Advisors provides personal, professional, independent and unbiased financial advice to individuals, trustees and companies. We are not brokers, we are not here to sell you products.

After strategic discussions, we learn and understand your unique needs. This forms the basis of everything we do, as we assist you to make clever and sound financial decisions for your individual circumstances.

We offer investments rather than risk, and have a portfolio of holistic financial planning solutions for you, the individual or for your organisation.

Sygnia in conjunction with Heritage Roboadvisor

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How do you make sure that your employees make the right financial decisions to give them peace of mind? And ensure that your organisation performs optimally?


As an independent financial advisor, Heritage specialises in lifestyle financial planning focusing on investments for post/pre-retirement and business assurance. Heritage also offers the full spectrum of Employee Benefits, Risk & Estate Planning and Individual Tax consulting.


Heritage Financial Consultants is an Independent Financial Services Provider, registered as an authorized Financial Services Provider with the Financial Services Board.