Kurt Schultz
Leadership Team / Certified Financial Planner
Kurt Schultz is a Certified Financial Planner and part of the Leadership Team at Hereford Financial Services, a National Distribution partner of the Liberty Life Group.
Kurt studied a Bachelor of Social Science, majoring in Industrial Psychology at the University of Cape Town; thereafter he attained a Marketing Diploma through UNISA. He graduated as a Certified Financial Planner (CFP) and has since enjoyed 38 years in the industry assisting clients in “Making financial Freedom possible”, assuring the transference of generational wealth and looking after widows and orphans.
Kurt and his wife of 33 Years Valeria, who is also a financial/wealth planner, live in Hout Bay, Cape Town with their 2 children Sebastian and Daniela. Much of his spare time is spent with his family or watching his talented kids play sport. Kurt’s hobbies include surfing, hiking, gym and staying active in general; he is passionate about travelling and exploring new places, a passion that he shares with Valeria. His ideal holiday would be a family skiing trip, for him there is nothing better.
The thing that Kurt enjoys most about his career as a wealth planner is helping people make financial freedom possible, although he admits that clients typically only thank you years after you have helped them, so it’s more a case of knowing that you are helping them by providing a “one stop shop” of Financial services where he utilizes the dynamic offering from the Hereford Group to look after all aspects financially speaking.
Kurt’s investment philosophy is simple, to put it in his own words, “Pay yourself FIRST and diversify, diversify, diversify. Pay for your future now by investing wisely and be a disciplined saver, always.” Secondly “Less is more. Look for investment products that provide for your needs and keep it simple.”
Contact Kurt to make an appointment for a personal financial needs analysis:
Kurt Schultz
Leadership Team / Certified Financial Planner
Office
021 552 7136
kurts@herefordgroup.co.za
Phone
082 881 2511
Kurt Schultz is a Certified Financial Planner and part of the Leadership Team at Hereford Financial Services, a National Distribution partner of the Liberty Life Group.
Kurt studied a Bachelor of Social Science, majoring in Industrial Psychology at the University of Cape Town; thereafter he attained a Marketing Diploma through UNISA. He graduated as a Certified Financial Planner (CFP) and has since enjoyed 38 years in the industry assisting clients in “Making financial Freedom possible”, assuring the transference of generational wealth and looking after widows and orphans.
Kurt and his wife of 33 Years Valeria, who is also a financial/wealth planner, live in Hout Bay, Cape Town with their 2 children Sebastian and Daniela. Much of his spare time is spent with his family or watching his talented kids play sport. Kurt’s hobbies include surfing, hiking, gym and staying active in general; he is passionate about travelling and exploring new places, a passion that he shares with Valeria. His ideal holiday would be a family skiing trip, for him there is nothing better.
The thing that Kurt enjoys most about his career as a wealth planner is helping people make financial freedom possible, although he admits that clients typically only thank you years after you have helped them, so it’s more a case of knowing that you are helping them by providing a “one stop shop” of Financial services where he utilizes the dynamic offering from the Hereford Group to look after all aspects financially speaking.
Kurt’s investment philosophy is simple, to put it in his own words, “Pay yourself FIRST and diversify, diversify, diversify. Pay for your future now by investing wisely and be a disciplined saver, always.” Secondly “Less is more. Look for investment products that provide for your needs and keep it simple.”
Contact Kurt to make an appointment for a personal financial needs analysis: