On the first of May 1996 Hermitage Advice Group was founded. The initial target area was the farming community in the Boland. Currently Hermitage clientele is spread across the whole of South Africa.
As an approved financial services provider, Hermitage Advice Group strives to deliver products of exceptional quality to our clients. Our wide range of experience and knowledge regarding insurance enable us to provide the best advice to our clients regarding all aspects of financial planning and short term insurance.
Furthermore we try to provide our clients with exceptional pre- and after-sales service. This service includes a supportive administrative function that executes the timely and effective processing of policy amendments, claims and queries. We empower our personnel by providing them with excellent in-service training regarding the latest and most relevant business expertise to ultimately function as a top quality business unit, something which will help you have peace of mind regarding your future.
Hermitage Advice Group
We provide flexible investments for individuals, trusts or companies that want to invest in collective shares and investment funds. Our specialised fund managers will assess your investment goals as well as your investment horizon. They will also do a complete assessment of your risk profile.
All funds are continuously monitored to ensure that our clients receive the best return on their investment.
We work with a wide variety of well-known and established brands with exceptional reputations and administrative services. We will provide you with the necessary advice and guidelines in order for you to make an informed decision regarding the best option to suit your needs.
Life Insurance (Income Protection, Critical Illness, Disability Cover)
What happens when you die? By making use of life insurance you can have peace of mind that your loved ones’ financial future will be protected.
Life insurance cover also ensures that your loved ones are acquitted from all outstanding debt as the single payout amount can be used to clear all debt.
Protect yourself against Critical illnesses by getting Critical Illness Cover. This type of cover offers financial support that will allow you to enjoy a longer recovery period and pay for those unforeseen costs. Speak to one of our financial advisors about the best option for you.
Retirement Provision and Planning
Recent statistics indicated that the life expectancy of people has increased, therefore when you retire, your funds will also have to last longer. Our expert financial fund managers can help you to make provision for the day when you retire, so that you may have peace of mind and are able to enjoy the retirement you have always dreamt of.
Our main aim with estate planning is the planning, managing, securing and structuring of your estate assets. This allows us to ensure that your accumulated wealth will be used to your advantage and that it will provide the maximum benefits for your loved ones upon your death.
We understand that each individual’s estate is unique, which is why the structure is set up in such a way that it meets your unique goals and needs.
Hermitage specialises in a comprehensive range of investment capabilities specifically aimed at achieving the unique financial goals of our clients. By understanding the investment needs of our clients, our professional Portfolio Managers ensure that they enjoy the benefit of market leading research capabilities and portfolio construction.
Delivering on our promise and justifying the trust which our clients have placed in us is central to our investment management philosophy, which is why all our clients’ portfolios are continuously monitored and managed to ensure that we avoid exposure to excessive risk while in pursuit of achieving the investment goals.
As a leading independent advice group we are able to select and negotiate with the best asset managers, investment platforms and investment solutions to deliver an exceptional level of service to our clients.
Vitality & Multiply
Join Vitality today and enjoy the rewards of a healthier lifestyle.
Some of the benefits of the Vitality Health and Wellness Programme include:
• Cash Back at retail partner stores
• Get active and save on your life cover
• Get spoilt for choice with Vitality Travel
• Watch movies at discounted prices
• Get cash back with a DiscoveryCard.
Benefits of the Multiply Wellness and Rewards Programme include:
• Up to 60% discount on Myriad policies
• Up to R5400 back on medical aid
• Up to 20% back on your short term insurance premiums
• Discount at selected partners for:
- Retail shopping
- Lifestyle shopping
- Travel & Entertainment
Carefree Travel Insurance
Do you want to travel internationally? Take out additional medical insurance and travel without worries. Enjoy medical insurance of up to R100 million (top plan) in case of the following:
• Death and permanent disability
• Cancellation or postponement of your travel
• Theft, loss or misplacement of luggage
• Travel Delay (flights)
• Natural disasters (pay accommodation costs)
Hermitage Health was established in 2004. We assist clients on a daily basis in choosing a medical scheme that will fit their unique needs and situation. We also handle all medical scheme queries as well as assistance regarding Gap Cover.
Our staff is dedicated to service excellence, always striving to look after our clients’ medical needs.
Hermitage Advice Group (Pty) Ltd 1999/008362/07 | FSP 12645
Hermitage Health (Pty) Ltd 2004/028521/07 | FSP 22983
33 Riebeeck Street, Worcester. 6850
P.O. Box 961, Worcester. 6849
Tel: +27 (0)23 348 8888
Fax: +27 (0)23 342 6600
GPS Coordinates: S 33° 38.434" | E 27° 27.054"