Financial PlanningENTER A WORLD OF ENDLESS POSSIBILITIES

What does a financial planner do?• Finds clients who need assistance with planning their

financial affairs• Look at client financial goals• Forward planning for risks events• How to save and invest• How to pay less tax• How to ensure family security• Implement agreed plans

• Implement and review financial plans agreed with the client

What skills do I need

•Network and contact potential clients•Ability to sell ethically•Client focus – it’s all about them

People

• Understand what products can meet the client needs

• Know when to refer to a specialist

Product • Understand and

implement knowledge of broader financial planning

• Play within the legal boundariesIndust

ry

Benefits of being a financial advisor with HerefordPERSONALLY

• Tied advisor:• career progression• additional incentives• Access to all the financial services• Admin support

• Broker:• Access to all financial services which

means you offer a holistic service without the cost of providing it all yourself

• Broker support service

WHAT FINANCIAL SERVICES HEREFORD OFFERS• Risk and investment products

including offshore services• Medical schemes and gap cover• Fiduciary services (including trusts,

wills and business assurance)• Corporate and employee benefits• Domestic and commercial insurance• Broker support and practice

management• Tax and accountancy services• Para-planning department

Minimum Requirements?• New to the industry?• Minimum of 25 years old, own car, minimum of matric but further

study advantageous, good people skills, own laptop

• Already in the industry?• RE and NQF 5 qualifications completed is preferable• History of success in sales

• Broking?• If you are tired of ‘going it alone’ and want to get support – please

call us

How do I find out more?• Contact me at Hereford and join us for a chat at our

offices• This is not for everyone but it could be perfect for you!• Hester Beyleveld 031 582 2300• Email me: hesterb@herefordgroup.co.za

• Bring all your questions and we will go through them with you.