See full profile: Claremont Advisor- Donovan Witten
Were you always planning to be a Financial Advisor and why?
No, I started my working career in education
When meeting with clients do they mostly come to your own premises or do you mostly go their theirs?
My clients come to my office
What is your preferred mode of communication with your clients?
Email, WhatsApp
Have you ever done an online video call with a client?
Yes
What do you love most about being a financial advisor
Being part of a client's financial journey and reaching their financial goals
Would you recommend becoming a financial advisor as a career for school-leavers, and why?
Yes
What qualities should South Africans be looking for in their financial advisor?
Having the required qualifications combined with professionalism, integrity and trustworthy
What is the biggest challenge facing financial advisors today?
Financial Advice that people often find on social media that could lead to clients making poor decisions
What aspects of financial advising do you focus on most?
Designing a road map to achieve financial freedom
Describe your average client:
A person who wants to take ownership of their financial future
How far away from your premises is your furthest client?
We have clients across the world
From your financial advising experience, if you could cite one of the biggest reasons financial goals, what would it be?
They do not have a financial road map that will lead to achieving their financial goals
What financial software do you like best?
We use software from the leading asset managers in South Africa
What other software, online services or apps do you use?
We use Zoom, Google Meet to connect with clients
Do you think the coming wave of automation in the next few years will steal some financial advisor jobs and why/why not?
Not in our Advisory Practice as we offer bespoke financial planning
What is your opinion on Bitcoin?
This should be included in your portfolio but with a regulated service provider
What do you enjoy doing in your spare time?
Sport, travel and reading
What is the most interesting thing on your bucket list?
A trip to Antarctica
What has your experience been on FindanAdvisor?
A great experience
See how our other local South African financial advisors have answered the above questions.
