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We asked some of our financial advisors, what, in their opinion were the qualities to look for in a financial advisor:

  • Integrity, empathy, knowledge & the ability & willingness to listen. ~ Edgemead financial advisor, Brain Groom

  • Patience, integrity and most importantly attention to detail. ~ Monument Park financial advisor, Michael Veltman

  • A quality Adviser is the one that is qualified, experienced but mostly who will consider your needs first as a client. An adviser who is quicker to introduce financial products without understanding your needs is probably a sale representative. ~ Westville fiancial advisor, Thembisa Mngadi

  • I think that South Africans should be looking for a financial advisor that can offer an independent range of options, as well as someone that can demonstrate that they have the necessary skills to offer advice. ~ Hilton financial advisor, David Mason

  • Malherbe Skill - it is too often overlooked. Many advisors do not actually have the requisite skills or education and it is hurting the industry. I have seen too many clients who have been given the wrong advice by people who should not be advisors. However, trust is also important. Find someone who has your interests at heart and will help you achieve your goals. Do not just stay with someone out of blind loyalty, but make sure your adviser is the person who will travel your road with you. ~ Hyde Park financial advisor, Arnaud Malherbe"

  • Honesty, professionalism, well educated. ~ Bryanston financial advisor, Gareth van der Merwe

  • Prigge Sincerity, Honesty, Numerical Skills, Analytical, Open mindedness, Empathy. ~ Menlyn financial advisor, Sieg Prigge