Buying cover: getting advice vs going direct
24 April, 2024
Gary Hedger Financial Services CC is an Independent Financial Services Provider, registered and licenced with the Financial Services Board (FSP 14 597) and the Council for Medical Schemes. We were established in 1995, and in 2001 a formal and legal entity was registered, a Close Corporation, and more recently, a name change to Syner-G Wealth was implemented. We believe that this brand/image would portrait our commitment to working together and co-ordinating our clients and their needs with product providers and others in the financial industry, to satisfy and find appropriate solutions accordingly. We are also members of the Financial Planning Institute who ensure practice compliance and a strict Code of Conduct is adhered to by their members. Moonstone looks after the compliance and regulatory aspects of our practice within the financial services sector.
Currently, to facilitate that your needs and requirements are met, the practice consists of the following staff that also adopts a code of ethics, confidentiality, and integrity:
Gary Hedger - a CERTIFIED FINANCIAL PLANNER® and is the Key individual, Compliance and Information officer of Syner-G Wealth. With 30 odd years in the industry, and no tolerance for incompetency, he strives to ensure value is added to advice and services rendered by all at Syner-G Wealth.
Carmen Van Staden – Office Manageress and Service Consultant. With over 10 years of experience, Carmen’s disposition ensures you, the client, will always feel welcome and assured of efficient and effective service.
Joshua Clayton – Now officially a member of our ‘family’, Josh is committed and passionate to using his years of teaching experience and legal background, to making clients of Syner-G Wealth experience client focussed financial planning care and concern.
Sandy Peake - Administrative role, and with many years experience in client focussed empathy, Sandy will ensure your financial service expectations are surpassed.
Together, our mission is to build a professional financial planning practice that cares for the client and their needs, by helping them create, protect, and preserve their wealth. With regular training and learning, as well as a passion for finding solutions, we try to add value to the advice we give and services we provide in all aspects of financial planning security. We look forward to being of assistance to you.
At Syner-G Wealth we are service driven. We strive to get this aspect right as we feel this should be the core of our objective… to take care of you!