MAY 2023 – Breakfast with SAIFAA


08:30-09:30 | 5 MAY, 2023

Cliqtech is all about helping people build generational wealth. They want to provide clients with personalised and relevant financial products exactly when needed.

They also help customers draft their Will, making sure that their wealth is passed down to their loved ones in accordance with their wishes.

PANEL: Zale Hechter, Johann Kruger and Harry Kalligiannis
TOPIC: Calculators that count

Here's how they can help our SAIFAA members:

As your clients' trusted IFA - they assist you in diversifying your income stream by using their fiduciary tech platform to offer additional products and services to your clients. By doing this, IFAs become the repeated and primary point of contact.

They have developed a platform that can be white-labelled for you, meaning you can use your branding on it. It's helping financial advisors create multiple income streams by selling financial products and services and offering their clients further relevant products based on their individual needs. They achieve this through the use of calculators, which are then linked to a choice of product providers.

They are an independent, 3rd-party Non-FSP provider and are happy to work with your partner of choice. If you're interested in learning more, we invite you to join us on May 5th. They will be demonstrating their system and answering all our questions.

We also have a surprise for you, so don't miss out!


These one-hour networking events will allow us to keep in touch with each other and hear from a new keynote speaker each month. We have always believed that we are stronger when we stand together, just like the water buffalo. As our world has changed in the last 18 months, we believe that these events will form a strong foundation for our community going forward.

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