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Goodwill Solutions is an independent financial planning brokerage, offering bespoke long and short term insurance products, local and offshore investment and retirement savings solutions. Medical aid and Gap cover. Estate planning, Will and Testament, Trusts (inter-vivo or Testamentary).
Being able to assist clients in their time of need. Structuring your estate plan to get full value of it while alive, and leave a legacy when you pass. And when that day comes, being able to assure those left behind that everything will be fine, and be able to give them the space necessary to deal with the emotional side of trauma, while I take care in processing the claims to take care of the financial side of trauma.
I believe a business should arise out of a need. I believe clients need advisers that truly act in the interest of the client and not his own sales objectives and targets. I believe clients need and deserve advisers who assist with the education of financial services rather than pushing their product down your throat for the sales notch and commission. Being an independent adviser with a fee based practiced, I am able to rather focus on the needs of my client, and provide all products and solutions using a variety of service providers that are most suitable to their planning needs which provide value for money, and do so at their pace and affordability.
I am straight forward, direct and honest with my clients, and do not rose tint what their financial situation is. Estate and Financial Planning is incredibly important and needs the respect it deserves. It is the clients plan and for their benefit, I provide the guidance based on knowledge and experience, and help implement and monitor it. I encourage my clients to be involved and active in their planning strategy to achieve their financial objectives.
I can accommodate both face to face within the Johannesburg / Pretoria region, as well as Zoom or Teams platforms should distance be in greater Gauteng or, if preferable for client.
I am able to conduct a full fact finding and review over internet platforms such as Zoom. All documents can either be signed digitally or scanned through, alleviating time wasting.
4,33/5,00
based on 9Â 263 reviews
This is the easiest 5 star review I could do. When it comes to managing finances and having a reliable and trustworthy Financial Advisor, Kyle is your guy! It's always a great experience when a professional goes above and beyond what is expected, and Kyle's team seems to share the same work ethic. Kyle is a game changer and I highly recommend his services!
16 Jan 2024
Working with Kyle from Hereford Group has been nothing but an absolute pleasure! His communication, transparency, advice and his overall personality has been amazing and I am extremely grateful for the efforts he has put in in order to ensure the best financial outcome for me and my family. I cannot recommend Kyle enough - He should be everyone's go to guy in the industry because he is compassionate and relatable and his work ethic is insane. Thank you Kyle! I look forward to making millions under your guidance!
16 Jan 2024
Always a pleasure to deal with Tanya and her team!
22 Dec 2023
