We acknowledge that being an advisor and intermediary today is extremely challenging and onerous. Political-, pandemic-, economic- and various other market forces have created a myriad of trials that intermediaries face on a daily basis. Volatile financial markets, fierce competition, regulatory reform, and client expectations, to name a few, are just some of the challenges advisors must cope with. Serving clients as a Trusted Advisor in these difficult conditions is particularly demanding. To survive and thrive in this complex, competitive and onerous industry, you must continuously develop your business acumen to stay relevant. We exist to aid financial advisors in this cause.
Advisors of Distinction.
We exist to equip, support & encourage financial advisors along their professional journey.
To be a trusted and preferred source of every financial advisor and intermediary who aspires to be a trusted advisor and who desires to establish and grow a successful practice.
To equip, support, inspire and encourage every financial advisor and intermediary who aspires to be a trusted advisor and who desires to establish and grow a successful practice.
Having spent his entire career building relationships through trust, and gaining valuable practical insights across the South African financial services industry, Anton Swanepoel wanted to find more ways to share the critical knowledge & know-how he has accumulated through decades of experience and service.
It was this desire, coupled with partners who specialise in technology and education content, who came together to form and drive a new way of impacting people in the financial services industry; Trusted Advisor.
Trusted Advisor will allow financial advisors and intermediaries to access the expertise, experience and educational programs of Anton Swanepoel and his closest associates across the South African financial industry – from anywhere in the world.
In our world gone mad trust is,
paradoxically, more important than ever.
– Tom Peters