The quantifiable value of the independent voice

As independent financial advisers, we play a critical role in the health of South Africa's financial sector.

Global research consistently validates what we experience daily in our practices: our most significant value is not just in asset allocation, but in guiding human behaviour. Research by Vanguard highlights that an adviser's guidance can be worth up to 3% in net-of-fee returns for a client.

Crucially, half of that value—150 basis points—is attributed directly to behavioural coaching.

By helping clients navigate market anxiety and avoid costly emotional decisions, we actively secure their financial outcomes.

Furthermore, as independent practitioners, we provide this guidance that is free from institutional product quotas.

We sit on the same side of the table as our clients, ensuring their long-term success always remains the priority.

This unbiased, holistic approach—combining steady behavioural coaching with tailored, tax-efficient planning—is the cornerstone of a healthy, transparent, and client-centric financial system.

A defining moment for our profession

Because our role is so vital, we must ensure our collective voice remains strong as the regulatory and technological landscape shifts.

This brings us to our upcoming First Fridays session on 3 July.

We are preparing for a major "big bang" reveal.

Simply put: you need to attend this meeting to know what is happening to the future of IFAs in South Africa. We will be discussing critical industry shifts that will directly impact the sustainability and growth of your practice.

The 2026 Conference programme reveal

During this session, we will also exclusively reveal the programme for our National Conference, taking place on 14–15 September.

You will be the first to see the expert speaker lineup and the strategic topics we will be unpacking to help you navigate the changing world of independent advice.

Join us for the big reveal
Date: Friday, 3 July 2026
Time: 08:30 – 09:30
Platform: Zoom

We look forward to sharing this vital information with you.