Shaveen Juguth CFP®

Financial Planner and Hereford Sales Leader
Certified Financial Planner® and Sales Leader at Hereford Umhlanga

Office

0315822300

Email

shaveenj@herefordgroup.co.za

Phone

0739067667

About

I am a Certified Financial Planner® with 17 years of experience in the financial services industry, of which the last 12 have been with Liberty and, most recently, with the Hereford Group, Liberty’s largest national distribution partner.

I hold a degree in Social Sciences (Psychology), a Postgraduate Diploma in Financial Planning, and I am a proud member of the Financial Planning Institute of South Africa.

My passion lies in serving clients with integrity, building long-term relationships, and helping people achieve their financial goals through personalized and comprehensive financial planning. While I particularly enjoy retirement planning, I also thrive on creating unique solutions tailored to each client’s circumstances.

Alongside my client work, I am committed to the growth and development of future financial planning professionals. My role as a Sales Leader at the Hereford Group is underpinned by over 11 years of management and business experience, enabling me to mentor and guide advisers in building sustainable practices.

Based in KwaZulu-Natal, my practice proudly supports clients locally and internationally.

Testimonials
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Qualifications
University of KwaZulu-Natal
Bachelor of Social Sciences
Major in Psychology and Social Sciences
University of the Free State
Postgraduate Diploma in Financial Planning
NQF Level 8
Milpark Business School
Certificate in Financial Planning
NQF Level 5
My Profile QR Code
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Shaveen Juguth CFP®

Financial Planner and Hereford Sales Leader
Certified Financial Planner® and Sales Leader at Hereford Umhlanga

Office

0315822300

Email

shaveenj@herefordgroup.co.za

Phone

0739067667

About

I am a Certified Financial Planner® with 17 years of experience in the financial services industry, of which the last 12 have been with Liberty and, most recently, with the Hereford Group, Liberty’s largest national distribution partner.

I hold a degree in Social Sciences (Psychology), a Postgraduate Diploma in Financial Planning, and I am a proud member of the Financial Planning Institute of South Africa.

My passion lies in serving clients with integrity, building long-term relationships, and helping people achieve their financial goals through personalized and comprehensive financial planning. While I particularly enjoy retirement planning, I also thrive on creating unique solutions tailored to each client’s circumstances.

Alongside my client work, I am committed to the growth and development of future financial planning professionals. My role as a Sales Leader at the Hereford Group is underpinned by over 11 years of management and business experience, enabling me to mentor and guide advisers in building sustainable practices.

Based in KwaZulu-Natal, my practice proudly supports clients locally and internationally.

Testimonials
None to display at the moment
None to display at the moment
None to display at the moment
Qualifications
University of KwaZulu-Natal
Bachelor of Social Sciences
Major in Psychology and Social Sciences
University of the Free State
Postgraduate Diploma in Financial Planning
NQF Level 8
Milpark Business School
Certificate in Financial Planning
NQF Level 5
My Profile QR Code
QR Code