About Us

collage1.jpgHDO is a wealth management and financial planning firm with offices based in Cape Towns 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.

Our Strategic Parnerships

While we have strategic partnerships with some of the largest financial institutions in South Africa, we are an independent, boutique financial services firm.

We are by choice a small company.

For this reason, we have the capacity to focus on relationships with a very limited number of new clients each calendar year.

In selecting these new clients, we look for individuals where we can have the most impact on the well-being of their finances and their family relationships.

We focus on exceptional wealth management and financial services to long-term clients in relationships based on trust, communication, honesty and integrity, fully compliant with financial legislation in South Africa in order to allow our clients to live their life's passions.
 

Vision

Our Vision is based on the old adage of quality before quantity. We're interested in working with exceptional individuals who are inspired to achieve..

HDO achieves this goal by constantly reviewing service standards and benchmarking itself against the best practices in the industry. We continually assess our systems, processes and products to make sure that our services are of the highest quality.

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".