See full profile: Menlyn Financial Advisor- Sieg Prigge
Were you always planning to be a Financial Advisor and why?
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?
Face to Face
Have you ever done an online video call with a client?
What do you love most about being a financial advisor
Making a difference in people's lives
Would you recommend becoming a financial advisor as a career for school-leavers, and why?
No. It is mentally tough. Get some experience in a salaried environment first. The ones I see start to early fall out of the industry or have a nervous breakdown few years into their career
What qualities should South Africans be looking for in their financial advisor?
Sincerity, Honesty, Numerical Skills, Analytical, Open mindedness, Empathy,
What is the biggest challenge facing financial advisors today?
Increase in compliance and non-income generating hours spent on paperwork
What aspects of financial advising do you focus on most?
Detailed comprehensive planning. Keeping existing clients happy and in the loop
Describe your average client:
Open minded, loyal, analytical, hard working
How far away from your premises is your furthest client?
Auckland & Singapore outside SA. Cape Town within SA (I am in Pta)
From your financial advising experience, if you could cite one of the biggest reasons financial goals, what would it be?
Not using a budget tracking app like Toshl and not applying discipline
What financial software do you like best?
What other software, online services or apps do you use?
Do you think the coming wave of automation in the next few years will steal some financial advisor jobs and why/why not?
Yes it will steal some unsophisticated clients as they do not value good advice and like shortcuts
What is your opinion on Bitcoin?
Bitcoin has a future but it is in beginning of its life cycle thus too difficult to predict.
What do you enjoy doing in your spare time?
Flying, Mountain Biking and Gym
What is the most interesting thing on your bucket list?
Going to the Oshkosh airshow in the US for a whole week
What has your experience been on FindanAdvisor?
Consistent, good service and constant improvements.