HGG Wealth

Your financial wellbeing is crucial – not only for the golden years, but for today too. Long- and medium-term financial planning will ensure that you are ready for “one day”, but also for current emergency expenses such as medical casualties, retrenchment or death.

As an authorised financial services provider (FSP no. 44905), HGG Wealth offers a complete portfolio of financial services to ensure that all aspects of a client’s financial package are examined and provided for. These services include the management of bank accounts, foreign exchange transactions, investment and life insurance services and healthcare insurance.

Life insurance and investment services

HGG Wealth renders comprehensive advice on retirement planning, investments and risk protection, including life, disability, serious disease and income protection insurance, which are essential for effective long-term financial planning.

Our relationships with various local and international financial services companies enable us to offer you well-planned and independent financial advice. Relationships with companies such as Allan Gray, Investec, Discovery, Liberty, PPS, Sanlam and Old Mutual ensure that we are able to provide products that are relevant to your unique circumstances and needs.

HGG Wealth functions independently and manages investments, as well as customised HGG investments, directly with investment firms and insurance companies. With decades of combined experience, HGG Wealth also specialises in pre- and post-retirement planning and can assist clients with local and international investments and portfolios.

HGG investment portfolio:

To view the recent results of the investment portfolios managed by MitonOptimal for HGG, please click the links below:
HGG Balanced Reg 28 portfolio
HGG Cautious Income & Growth portfolio
HGG Discretionary Growth portfolio

Banking services

HGG Wealth offers a range of specialist banking services and acts as an intermediary between clients and selected banks. We handle short-term investments on behalf of clients, including demand deposits, 32-day notice deposits and fixed deposits up to 12 months.

HGG Wealth provides these services at preferential rates with the emphasis on personal client service and attention.

Foreign exchange

HGG Wealth simplifies the process of the procurement, management, administration and payment of foreign exchange. Our highly experienced and skilled foreign exchange team is ready to support you.

As part of our services as an intermediary, HGG Wealth offers foreign exchange transactions such as international payments and receipts, the negotiation of competitive exchange rates, exchange control applications, import and export permit applications, tax clearances and the arrangement of travel allowances.

With our knowledge and focus on excellent service and making transactions as convenient as possible for our clients, we deal with various banks to complete transactions on your behalf, including the negotiation of exchange rates.

There is an increase in foreigners who wish to purchase property in South Africa. Thanks to HGG Wealth, this is no longer a rigmarole – we handle the opening of bank accounts as well as the relevant payment transactions. The opposite is also true: if you as a South African want to open a bank account overseas, we are here to assist you.

Healthcare insurance

As far as healthcare insurance is concerned, HGG Wealth is an accredited member of the Council for Medical Schemes and focuses on making healthcare as simple and understandable as possible. We represent several accredited medical aid companies, including Discovery Health, Momentum, Medihelp, Fedhealth, Medshield, Profmed and Bonitas, thus ensuring that we offer you independent advice on the best medical solution for your needs.

We offer the following products and services to clients: medical aid schemes, hospital plans, wellness programmes, GAP cover, domestic and international health insurance and medical insurance.

Click here to read our policy of Treating Clients Fairly (TCF).

Click here for the Conflict of Interest Management Policy.

Our directors

Hendrik Gerryts
Chief executive officer
Leras Uys
 
Niek van den Berg
 

Wealth managers

David Walker
 
Dennis Robertson
 

Foreign exchange

Jackie Fourie
 

Banking services

Leonie Geldenhuys
 

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