See full profile: Vanderbijlpark Financial Advisor- Hennie Joubert
Were you always planning to be a Financial Advisor and why?
No, I wasn't but was introduced by my advisor at the time and still grateful
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?
Face to Face
Have you ever done an online video call with a client?
No
What do you love most about being a financial advisor
Meeting people and giving great service so that the client will want to come back to me.
Would you recommend becoming a financial advisor as a career for school-leavers, and why?
Yes after studying and getting a qualification in finacials and also getting a feeling for working with people
What qualities should South Africans be looking for in their financial advisor?
Quality service and honesty
What is the biggest challenge facing financial advisors today?
Economic ups and downs and to remain positive
What aspects of financial advising do you focus on most?
Life and investing at retirement
Describe your average client:
My clients cover the whole spectrum, eg all income groups, ages and occupations
How far away from your premises is your furthest client?
200km
From your financial advising experience, if you could cite one of the biggest reasons financial goals, what would it be?
Not starting with a definite plan early enough in their working life
What software, online services or apps do you use?
Working Life
Do you think the coming wave of automation in the next few years will steal some financial advisor jobs and why/why not?
No I believe not as the people born before a certain time still prefer have a face to face relationship with their advisor
