Heritage Capital Group - Wealth Management

Heritage Capital Group (HCG) provide integrated, sophisticated wealth management solutions for individual investors and their families. The HCG ethos is built on the 4 core tenets of Transparency, Agility, Integrity and Personalisation. Managing every component of the wealth management plan internally, HCG work with the client and their professional network to deliver bespoke services, offering unparalleled flexibility and transparency. An agile approach, supported by a combined 30 years in wealth management, enables HCG to build personalised plans that can be optimised and adjusted directly and immediately. HCG is committed to the delivery of client transparency, access to any service and investment in the market, agile responses to client needs and a customised plan that exceeds expectations. Directors Hamish Blievers and Elizabeth Walmsley, together with their internal team of wealth management experts, research and technology partners, are innovative in their approach to investment solutions, by providing a completely customised service with the convenience and immediacy their clients require.

Website

http://www.heritagecapital.com.au

External link for Heritage Capital Group - Wealth Management

Industry

Financial Services

Company size

2-10 employees

Headquarters

Melbourne, Victoria

Type

Privately Held

Specialties

wealth management, superannuation, investment advice, gearing, retirementplanning, estateplanning, currency, pensions, Term Deposits, Financial Planning, Investment Strategy, Life Insurance, Exchange Trade Options, Social Security, and Australian Securities