Find the
extraordinary.

A dynamic financial services company honouring advice, education and service.

Precision Wealth

Empowering Individuals

Making money is your business – managing and protecting it is ours. We remove the burden of financial planning and management by partnering with you to devise a customised, holistic financial plan that includes every area of your life from wealth creation to wealth preservation and protection. Additionally, every structure we devise is stress-free, tax efficient and, most importantly, cost effective.

Qualified, professional financial planners are available to assist you to achieve long-term financial goals through investments, tax & legal planning, asset allocation, risk management, retirement planning and estate planning.

Personal Financial Planning

Your journey begins here. We need to ensure that your hard work creating wealth is protected against the uncertainties of life and invested in line with your goals and risk profile.

Investment Advice

After defining your retirement and other investment goals, we create a personalised strategy to help you reach them.

Wills & Estates

Precision Wealth partners with specialist attorneys to combine their professional input and personalised care of your estate planning, will drafting, trust structuring and trust management.

Healthcare

Your health is your greatest asset. Our renowned integrated medical scheme strategy accommodates both Individual and Group Memberships.

About Us

What sets Precision Wealth apart is not just the diverse suite of financial solutions we offer-it's the

insight to identify which strategies are right for you, your family, or your business. Our strength lies in personalised advice rooted in understanding your unique financial journey.

At Precision Wealth, we know every client is different. Your financial goals, fears, and ambitions

deserve more than a one-size-fits-all approach. That's why we don't just advise-we listen.

Backed by decades of experience in wealth creation, protection, and preservation, we are

passionate about delivering tailored strategies that empower financial freedom-on your terms.

Whether it's long-term planning, investment growth, or estate structuring, we help you build wealth with purpose and confidence.

Empowering Businesses

Precision Wealth is a dynamic division within the Hereford Group specialising in corporate benefits including pension and provident funds and group life benefits. We simplify your business by gaining an in depth understanding of it and implement the specialist skills of our expert team of independent professionals which includes advisers, administrators, and actuaries to create customised solutions for all your businesses’ specific requirements.

Able to provide guidance across all major risk, investment and administration platforms, Hereford Corporate Consultancy is a specialist division providing a wide range of corporate and financial advisory services – adding value via the structuring
and implementation of corporate and financial strategies…

Business Assurance

Business Assurance cover is a range of risk benefits that help protect your business if a traumatic event disrupts business as usual, such as an essential employee becoming critically ill, disabled, or passing away. In each of these cases, the member is no longer able to perform their normal duties and the business will suffer losses – that’s where Business Assurance cover comes in.

Investment Advice

Through the Hereford Group, both individuals and corporates have access to a premier range of local and offshore services and products, with solutions that are holistically structured to suit their investment needs and objectives.

Employee benefits

Dedicated to providing quality employee benefit consulting services to organisations of all sizes. We can provide guidance and advice across all the major risk, investment and administration platforms.