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.
0315822300
shaveenj@herefordgroup.co.za
0739067667
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.