Financial Needs Analysis
 Before 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
 We focus
on exceptional wealth management and financial services to long-term clients in
relationships based on trust...
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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
 HDO 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
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Medical Cover
The Medical Aid industry in South Africa has gone
through some major changes over the last few years.
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Income Protection
 Establishing
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
 If your current portfolio is not living up to your expectations please don't hesitate to contact us.
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