About Us
Heritage Bay Group
Heritage Bay Group is a leading global asset manager that specializes in providing a wide range of financial services to help clients create, grow, and protect their wealth. With a strong focus on insurance heritage, investment capabilities, and sustainability expertise, we deliver superior outcomes for our clients.
Our services include Superannuation & Investment Advice, Property management & Finance, precious metal, Real Estate, Digital Assets, Oil & gas. We have a dedicated team of experts, including a personal Chief Financial Officer, who will become your first point of contact for all things financial.
Our approach is centered on maximizing your potential through the implementation of proven strategies that convert income into long-term investments. Our goal is to help you achieve financial independence through the creation of passive income streams, giving you the freedom to pursue your goals and aspirations.
We believe in building trust with our clients, which is why we take the time to get to know each individual and their unique needs. Our focus is not just on a single transaction, but on the overall outcome and achieving long-term success for our clients. At Heritage Bay Group, we are committed to helping you achieve your financial goals and secure your financial future.
Our core values
This is where aspiration meets innovate, candor fuels collaboration and possible surrenders to teamwork.
Integrity
We are committed to the highest ethical standards and maintain transparency in all of our actions and decisions.
Personalization
We understand that every client is unique and we strive to provide personalized solutions and services that meet their specific needs.
Expertise
We have a team of experts with extensive knowledge and experience in the industry, who are dedicated to providing the best possible outcomes for our clients
Sustainability
We are committed to sustainability and strive to make a positive impact on the environment and society through our investments and business practices.
Growth
We are committed to helping our clients grow their wealth and achieve financial independence through the implementation of proven strategies and solutions.
Trust
We value the trust of our clients and strive to build long-lasting relationships through honesty, integrity, and dedication.
Innovation
We embrace new technologies and methodologies to always be at the forefront of the industry and provide the best possible solutions for our clients.
What Our Clients Say
We would like to express our thanks for the work you have done for us over the past years. The expertise and attention to detail with which you have handled our financial affairs could not be faulted. Particularly reassuring to us is our feeling of certainty in the absolute integrity of your dealings with us.
Robert Strapp
Cost ControllerPassion, knowledge and a genuine interest in achieving the best for clients is what makes a truly professional Financial Adviser. Your team had this and more. Your dedication to clients, business excellence and education sets you apart and I would highly recommend you to anyone wanting to achieve better financial outcomes.
Joyce Mpena
Head of Insurance, PCID Corp.I am absolutely delighted with your service. It is really refreshing to work with a financial adviser who is truly interested in their client’s needs, circumstances and preferences. What really impressed me was the way you took the time to get a feeling for where I was at, your depth of knowledge, lateral thinking and your common sense approach.
Sarah Shelton
LPN at Oschner HospitalGood platform for investments and returns
Grawas Noman
InvestorI must thank and appreciate the management for their great work, Since I joined this platform it has been earning multiple profits and Huge profits.
Sylvia Pengs
Business OwnerSuccess is not about been the only successful one, Success is making a lot of people successful because for me that’s my Success. I introduced my loved ones to this platform and they are making it big now.
