Financial Needs Analysis

pen2.jpgBefore presenting any product we complete a Financial Needs Analysis and review the financial goals you have set for yourself.

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Wealth Management

piggy_bankWe focus on exceptional wealth management and financial services to long-term clients in relationships based on trust...

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HDO - Financial Design

HDO is a wealth management and financial planning firm with offices based in Cape Town's Atlantic Sea Board.

At HDO, we use comprehensive financial analysis and time-tested financial strategies to create an individually designed plan that helps our clients maximize their financial wealth and achieve their most important, personal goals.

We are independent of any major financial services company, our advice is completely objective and our choices of planning strategies and financial instruments are unlimited

zengarden.jpgHDO specializes in the following financial services:

  • Wealth Management & Financial Markets
  • Business Insurance
  • Personal Insurance
  • Employee Benefits
  • Medical Aid
  • Tax and Estate Planning
  • Investment Strategy
  • Retirement Planning
 

Medical Cover

stones.jpg

The Medical Aid industry in South Africa has gone through some major changes over the last few years.

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Income Protection

party_cake.jpgEstablishing income protection, as it is your key asset, being viewed providing cover for an extended inability to work.

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Insurance products

We understand Insurance products.

We know which benefits are offered by the different companies and what conditions are attached to these offers. We have access to the latest diagnostic tools to analyse Investment and Insurance portfolios. We can ensure Independent Advice at all times.

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Our Mission

Our Mission is to add value through professional financial advice and detailed analysis in order to enhance our client's financial well being through wealth creation and wealth protection

Our vision is "To be the world's best at creating and delivering Financial Advisory Services with honesty, integrity and inspiration".

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Contact HDO

receptionist.jpgIf your current portfolio is not living up to your expectations please don't hesitate to contact us.