Warren Heroldt is a highly professional and down to earth Financial Advisor, who specializes in providing financial expertise to individuals within the medical field. Warren prides himself on 25 years of financial industry experience – 10 of which have been spent becoming an expert in providing services for medical professionals.
While Warren’s advisory does not cater for Physiotherapists and Nurses, he has a thorough knowledge and understanding of the financial needs of Doctors at any stage in their career, from their years as interns until their retirement. Life and Disability Assurance, Post-retirement Planning, Healthcare Planning, Risk Planning and Investment Management are a few of the many financial areas in which Warren guides and advises his clients.
Warren acknowledges that while medical professionals are highly intelligent within their fields of health and science, they often lack an acumen and interest in their financial affairs. Therefore, Warren aims to provide his medical clients with transparency and honesty, while ensuring that every client receives superior levels of service with constant advisory support. If Warren believes that he cannot sufficiently provide his clients with the advice they require, Warren then facilitates the issue at hand with another financial expert in whom he has the utmost trust. Warren understands the immense time constraints that rule the lives of all medical professionals, and thus, he approaches every medical client’s financial portfolio in the simplest of terms. Complex sales techniques and emotional blackmail are out of the question for Warren. “I will tell my clients what they need to know, not necessarily what they want to hear,” Warren explains. “In the end, paying out my clients is what I promise to do.
” Warren feels privileged to partner with all his medical field clients on their financial journey, and labels himself as a Financial Advice Guru: “If 10 000 hours makes one a specialist in a field, my 48 000 hours makes me a guru!” Warren admits that the financial industry has definitely acquired a tarnished image over the years, yet during the course of Warren’s 25 years of experience, he has always upheld a reputable name and not once had his integrity questioned.