Our Services
At Hermitage Advice Group, we are proud to offer top-notch financial services to our clients. With our extensive experience and deep understanding of insurance, we give you the best advice on all aspects of financial planning and short-term insurance.
We go beyond just offering great products. We are committed to providing continuous, outstanding service. Our dedicated administrative team ensures prompt and efficient handling of policy amendments, claims, and queries, providing reliable support.
Short Term Insurance
Our short term insurance includes the following:
• Farmers
• Wine Cellars
• Transport Contractors
• Professional Liability
• Personal Lines
• Contractors All Risk
• Marine (shipping) Insurance
• Business Insurance
• Plant All Risk
• Engineering
• Cyber & Funds Protect
Short Term Insurance
Our short term insurance includes the following:
• Farmers
• Wine Cellars
• Transport Contractors
• Professional Liability
• Personal Lines
• Contractors All Risk
• Marine (shipping) Insurance
• Business Insurance
• Plant All Risk
• Engineering
• Cyber & Funds Protect
Investments
Picture yourself on the path to financial growth and security. Our team of dedicated fund managers at Hermitage understands that your investment journey is unique.
We will work closely with you to tailor investment options that align perfectly with your goals, time horizon, and risk tolerance. With our vigilant monitoring and commitment to delivering the best returns, rest assured that your financial future is in capable hands.
Life Insurance
(INCOME PROTECTION, CRITICAL ILLNESS, DISABILITY COVER)
Your loved ones are at the heart of everything you do. With our life insurance policies, you can ensure their financial well-being, even when you are not there.
Beyond just providing a safety net, our critical illness cover offers support during challenging times, easing the burden of medical expenses so you can focus on what truly matters – your family.
Retirement Provision & Planning
Retirement should be a chapter filled with relaxation and fulfilment. Our team understands the evolving landscape of retirement planning and will work tirelessly to ensure your golden years are truly golden.
From meticulous planning to proactive adjustments, we’re here to ensure your retirement dreams become a reality.
Estate Planning
Your legacy is as unique as you are. Through our personalised estate planning services, we will help you structure your assets to reflect your values and priorities.
With careful consideration and attention to detail, we will ensure your wealth benefits your loved ones long after you are gone.
Unit Trust
Your financial goals are our top priority. With Hermitage, you are not just another client – you are a partner on a journey towards financial success.
Our seasoned portfolio managers will craft a tailored investment strategy, leveraging our expertise and market insights to help you achieve your objectives while minimising unnecessary risks.
Vitality & Multiply
Imagine a healthier and more rewarding lifestyle with Vitality and Multiply. These wellness programs offer cashback incentives and discounts on insurance premiums, empowering you to live your best life.
Discount or Cashbacks at selected partners for:
- Retail
- Lifestyle Shopping
- Fitness
- Travel & Entertainment
Carefree Travel Insurance
Embark on your next adventure with confidence. Travel insurance provides comprehensive coverage, ensuring you have coverage against unforeseen mishaps. Whether it’s lost luggage or a flight delay, we’ve got you covered so you can focus on creating unforgettable memories.
- Death and permanent disability
- Cancellation or postponement of your travel
- Theft, loss or misplacement of luggage
- Travel Delay (flights)
- Abduction
- Natural disasters (pay accommodation costs)
Medical Aid & Gap Cover
Your health is your most valuable asset. At Hermitage Health, we understand the importance of comprehensive medical coverage tailored to your needs.
Let us guide you through the maze of medical schemes and gap cover options, ensuring you and your loved ones receive the care you deserve.
