Why flying with us is better than riding solo

Do you feel overwhelmed at times? Inundated with admin and no time to do what you enjoy the most - advising your clients? Do you constantly feel as if you are trying to catch up with one thing or another? Has the pleasure of being an Advisor been sucked out of it? Allow us to show you how you can free up time, so you can return to doing what you love most; which is what brought you to this industry in the first place. Allow us to bring the pleasure back into being an advisor.

An elderly man with a white beard and mustache, wearing a denim jacket over a white t-shirt, stands in a kitchen holding a white mug with both hands. He is smiling and looking to his left. The kitchen has a stainless steel sink, a glass soap dispenser, a silver electric kettle, a small potted plant, and a clear glass vase on wooden shelves.

IMAGINE HAVING CLIENTS WHO ARE ALWAYS HAPPY TO SEE YOU

Be a part of a team with a winning track-record and an investment strategy that has been tried and tested. We have stood the test through tough times and have rised up as poineers in our industry. We know what matters most to retired clients and what they truly need. Allow us to show you how you can better service your clients, resulting in retension. We can give you the tools you need, not the ones advisors keep themselves busy with to convince their clients that they are worthy of being kept around. No more compliance nightmares and administration headaches - just seeing clients who are always happy to see you.

A man holding a tablet device with a black case, wearing a light blue dress shirt and tan trousers, standing indoors.

IMAGINE NEVER TOUCHING PAPER AGAIN

Our systems have been designed by a Wealth Advisor, for Wealth Advisors. Imagine sitting with a client and onboarding them with an Ipad; having all the documents they just signed immediately emailed to them while still sitting with them, all in under 20 minutes? Sounds like a fable? This is our reality! No planning needed before going to see new clients, just arrive and sign them up.

WE REMOVE THE NEED TO CONSTANTLY HAVE TO STAY UP TO DATE WITH WHAT IS GOING ON IN THE MARKETS

Five Two Wealth does the market research, chooses the funds, provides the investment strategy according to which the funds must be invested AND we do video presentations to keep your clients updated on how, what is going on in the market affects their investments. We take over the responsibility you currently have of fund performance and the risk associated with it. You remain responsible for financial-, tax- and estate-planning. Clients are charged 1% upfront fee and 1% annual fee, which we share 50%/50%. We remove the investment management burden from you, while you get to do what you enjoy and that is sitting with your clients, and to advise them on their personal financial matters. We provide you with our systems, which then makes it easier for you to manage your clients. Our systems makes it possible for you to do your work effortlessly, which then buys you time - choose how you want to spend it! Whether you want to source additional clients, service your existing client base more thoroughly, spend more time with your family or even want to play golf, the choice is yours. The possibilities are endless!