See full profile: Centurion Financial Advisor- Francois Pretorius
When meeting with clients do they mostly come to your own premises or do you mostly go their theirs?
I mostly go to my clients
What is your preferred mode of communication with your clients?
Email, Phone, WhatsApp
Have you ever done an online video call with a client?
Yes
What do you love most about being a financial advisor
Being able to help clients understand the complexities of financial planning and seeing them prosper.
What qualities should South Africans be looking for in their financial advisor?
Someone who has the knowledge, insight, experience and independence to provide relevant advice to their needs and situation.
What is the biggest challenge facing financial advisors today?
Client apathy.
What aspects of financial advising do you focus on most?
Risk mitigation and investments.
Describe your average client:
Salaried and self-employed professionals.
From your financial advising experience, if you could cite one of the biggest reasons for financial goals, what would it be?
Salaried and self-employed professionals.
Do you think the coming wave of automation in the next few years will steal some financial advisor jobs and why/why not?
No. Nothing can replace personal attention and service.
What do you enjoy doing in your spare time?
Spend time with my children. Play golf.
What is the most interesting thing on your bucket list?
Golf in Scotland
See how our other local South African financial advisors have answered the above questions.
