Benefits to the Professional Advisor

Compliance - we follow a practical yet comprehensive approach to Complaince

Financial Planning Tools - using the best-of-breed options and integrating them into your compliance framework

CRM - Sanfin system

Products - ability to utilise a wide range of product providers

Key principles of an fs4p advisor

We believe in a working environment where professional advisers provide comprehesive advice for the professional client wanting to build a long term sustainable and successful practice.

  • Focus on holistic financial planning
  • Advisers should have a professional focus
  • CFPs or appropriate qualifications are preferred
  • Focussed on comprehensive financial solutions

Value proposition for advisers

  • Competitive commission splits.
  • Management support on all aspects of your business practice.
  • Succession planning inside the organization.
  • PI Cover is provided.
  • Provide compliance and regulatory reporting.
  • Structured training interventions on practice development.
  • Product specific training by contracted product providers
  • Coaching and mentoring by skilled management team
  • Facilitated training for advisor's staff
  • The Management team is Ian McMaster and Lizette Gerber
Competitive commission split

Competitive commission.

List of product providers

Contracts with most appropriate product providers in the professional market.

Contact fs4p for further information.

Celtis House, Eastwood Office Park,

Lynnwood Service Road,

Lynnwood Ridge, Pretoria.

Ian McMaster: 083 330 8805
Lizette Gerber: 079 978 2217
admin@fs4p.co.za

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