A shepherd’s purpose is to protect, guide and guard.
Just as a shepherd cares for their flock, our vision is to guide, grow, and protect your financial future—with expertise and kindness.
Financial Planning & Coaching
Tax Planning
Investment Strategies
B Acc - University of Stellenbosch
B Acc Honors - University of Stellenbosch
Chartered Accountant
Postgraduate Diploma in Financial Planning - University of the Free State
Over 12 years experience
Key Individual, Representative and Director
Shepherd was founded in 2015, originally providing payment solutions and escrow services. Since then, the company has evolved into an independent financial services provider, licenced by the Financial Services Conduct Authority (FSP number: 51606)
What we do:
1. Developing a financial plan
- Strategy sessions
- Align your plan with your values and goals
- Efficient tax structuring
- Estate planning
- Ongoing engagement
2. Investments
- Local Investments
- Offshore Investments
- Retirement Annuities
- Tax-Free Investments
- Endowments and Structured Products
Investment research and fund ratings are performed by Fundhouse.
Fundhouse is an independent global fund adviser that provides specialised investment and business advice to independent financial advisers. (www.fundhouse.co.za)
3. Insurance
- Life Insurance
- Disability and Monthly Income Protection
- Severe Illness Cover
- Business Insurance (Keyman insurance / Buy-&-Sell Cover etc)
Accredited with most of the Insurance providers in South Africa.
Hector qualified as a chartered accountant after completing his articles in 2004, at Theron Du Plessis Inc.
He went on to work in London as a qualified chartered accountant where he rendered financial services to a variety of companies until 2008. Some of these services included assisting companies with their Sarbanes Oxley compliance.
He came back to SA in 2009 and joined NOSTiC Asset Management as an Independent Financial Adviser, an authorised representative with the FSCA.
In 2018 held the position of director and financial adviser at Marathon Wealth.
In 2020 Hector was appointed as the Key Individual and Managing Director of Shepherd Financial Services.
EXPERIENCE
Key Individual, Representative and Director
Qualifications obtained:
- ND: Agricultural Management (Worcester 1997)
- B. Accounting (US 2000)
- Honours B. Accounting (US 2001)
- CA (SA) (SAICA 2004)
- Post Graduate Diploma in Financial Planning (UOFS 2009)
Protect | Guide | Grow
EXPLORING YOU
CREATE CHOICES
CHOOSE
REVIEW AND ENHANCE
YOUR FINANCES
Helping you choose the right products to create a portfolio that will fit the life you want to plan
Medical Cover & Gap Cover
We are able to advise on a wide and diverse range of Medical Cover and Gap Cover products that will suit almost any budget. These products range from cover for basic hospital stays through to full, comprehensive medical aids that cover consultations with doctors, medication, glasses and other medical expenses.
Retirement Planning and Provision
The sooner you begin to plan and save for your retirement, the sooner you can retire! The product most bought for this type of financial planning and provision is known as a Retirement Annuity (RA). Most companies have RA’s worked into their remuneration packages, but many don’t.
Investments & Tax Free Accounts
When it comes to investing, it’s important to have a diverse portfolio. My expert knowledge and extensive investment options allow you to truly choose the very best products available to you. From low-risk, long-term investing to high-risk, short-term strategies we can mix it up or keep it conservative: investments completely tailored to who you are and where you want to go.
Disability & Income Protection
Most households in today’s economy rely on more than one income to keep the household expenses under check, very few are able to survive on one income alone. If you were injured or disabled in some way and could no longer work, would your family be able to cope without your income?
Life Cover
You pay tax every month to the state, but what are you paying to provide for those that you love and care about after you have gone? Life cover should not be seen as a grudge purchase but rather as an investment into the future of your spouse and children. You work hard to provide for them now, that shouldn’t have to change in the future.
Estate Planning
Estate planning is not only for the mega-rich. If you have assets, investment policies, risk cover and more than one potential beneficiary, then I can assist you with the planning of your estate and how it will be allocated when you pass away. An estate that is left open can cause a difficult time to be even harder for those who are left behind. Often there is more work needed on a R3m estate than on one that is worth R20m!
Critical Illness
These products are also known as Dread Disease Cover. Advances in medical care mean that more people can now survive illnesses once thought to be fatal. However, although many individuals lead relatively normal lives, they no longer enjoy the same mobility or good health. The best medical treatment can cost you and your diminished ability to work could force you to make severe lifestyle changes.
Retrenchment Benefit
Have you thought about what you and your family will do if you are retrenched? If it hasn’t happened to you, you probably know someone who’s been retrenched. In these tough economic times, it’s one of the most understandable fears. You want to be protected if you’re faced with retrenchment or liquidation.
Corporate Benefits
Group Life, Pensions and Provident Funds remain an essential part of a well run business. I will tailor your company’s pension and provident funds for you, using the most appropriate corporate providers to tender for the risk benefits and the retirement benefits separately – ensuring cost effective and customer specific corporate benefits.
Business Assurance
Will your business survive if you are disabled, die or become impaired or what would the consequences be if this happened to one of your partners? Together we can design flexible and comprehensive solutions to meet your business assurance needs, utilising Key-Man policies and Buy-and-Sell agreements where appropriate.

Every shepherd benefits from understanding the landscape around them, and the same is true of your financial situation. With the ability to view your Financial Life on a single page you will have a clear vision of what’s important to you.
![]()
“To remember nature, spend a day with a shepherd;
to remember yourself, spend a day with nature!”
― Mehmet Murat Ildan
![]()
"Walk humbly. Act justly. Love mercy.”
Micah



