14/03/2024
A warm welcome to our newest TWC Connect member - HMA Financial Advisors.
"We offer a range of financial planning services, including advice on investments, retirement planning and estate planning. We work with private individuals as well as companies (employee retirement savings and financial wellness).
We work with South Africa’s leading Asset Management companies to create investment portfolios that are tailored to your risk profile and lifestyle.
HMA is an independent advisory practice. This means that unlike a representative of an insurance company or bank, HMA can offer products from a wide range of financial service providers based on what is most beneficial for a client’s particular needs. Our independence means that instead of being tied to a company, we’re tied to your success.
We have been in operation for three decades. The business was established in 1993 in Richard’s Bay, Kwa-Zulu Natal, South Africa. Today we operate across South Africa and we have a presence in Cape Town, Paarl, Johannesburg, Durban and Richards Bay. We are licensed with the Financial Services Board and have Category Two license, allowing us to offer clients more services than the average practice.
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.
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."
