Management

Anthony Cohen

Anthony Cohen heads up Heritage Financial Consultants and has been providing financial advice and intermediary services since August 1992. He is an accredited and Certified Financial Planner.

He is extensively involved in the Employee Benefits and Personal Insurance industry, consulting to companies on their retirement funds, medical aid benefits as well as business assurance.

Anthony has been seen as one of the industry leaders and has been on numerous live television broadcasts through CNBC giving expert financial advice.

His approach to personal financial planning takes on true lifestyle planning, which, in partnership with Acsis, means that he plans your investments right through to retirement and beyond.

May Wagner

May Wagner joined Heritage Financial Consultants as a representative in August 2013 and has been in the financial services industry for the past 21 years.

She attained her post graduate diploma in financial planning at the University of the Free State in 2009 and is a Certified Financial Planner and a member of FPI. May plays a dual function within Heritage as a para and a financial planner while assisting with the daily administrative functions.

Robin Thorne

Robin is based in Cape Town and has been a financial planner with Heritage for nearly 25 years and holds a certificate in financial planning (NQF 5). Robin Thorne has extensive knowledge in life insurance and employee benefits.

Stephen Meltzer

Stephen has a BCom, MBA, HDTL and is a Fellow of the Chartered Insurance in Institute (FCII ~ Insurance Institute of LONDON). He has over 50 years experience in Short Term Insurance, Taxation, Pension Funds and Life Cover. Senior Examiner ( set Examination papers) for the Insurance Institute of South Africa: He is a founder member of the South African Registered Insurance Brokers Association and served on the Executive Brokers committee. He has lectured and been a senior examiner for many years. He has returned to his passion of Short Term Insurance with Heritage where he heads up the Short Term Division.

Niesham Ramborosa

Niesham has been in the insurance industry since Jan 2008 , and joined Heritage Financial Consultants in March 2014 as a Risk and Invest para planner.
Niesham holds a National Certificate: Wealth Management NQF L5 in financial planning and has been appointed as a representative of Heritage and has a dual role as a para planer and financial planner.