Do you work in financial services?
Do you wish that you had an expert on call?
Well, your wish has been granted because now you can!
We are proud to introduce our latest solution called “HELLO ADVISOR”.
Hello Advisor offers you access to our expertise via:
What do you gain from signing up for Hello Advisor?
- Ask Questions: Ask us technical questions on anything related to financial planning and your practice for example tax questions etc.
- Bounce off ideas: bounce off your ideas and recommendations to clients. We are product provider agnostic, and are not influenced by products
- Check FNA: Send us your FNA and planning to be double-checked and have more pairs of eyes to look at it
- Check Calculations: Did you do calculations or build a spreadsheet with calculations? We will check it for you and ensure you are spot on!
With us, you know that you receive unbiased, independent, quality guidance and advice… leaving you confident to wow your clients, raise your status with them and capitalise on more opportunities.
Who is Francois du Toit?
I am a CFP® Professional and a financial planning and tax consultant, with more than 20 years’ experience. My team and I offer various solutions to help Financial Services Providers unlock growth, including career counselling and bespoke tech products. I am also the host of the PROpulsion podcast, which seeks to inspire professionals in the industry.
Watch my story
Watch the video or read the text below.
Read my story
So ever since I was little, I’ve had this conviction that I am destined for great things. I was born to take on the world and to make a difference.
My big dream is to leave a lasting positive impact on every advisor, practice and business I have the privilege to work with and through my efforts play a small role to elevate our industry to the profession it really is, and it deserves to be.
But I also realised that alone, I can only do so much, and there is much to be done.
So I started to assemble a team, much like the Avengers… so we can achieve more together.
Honing My Skills
I started honing my skills in 1998 and in 2002 I had my first encounter with what I believe is what financial advice is or should be about.
Since then my focus has always been on Financial Planning first and I quickly became the preferred resource and go-to professional for many financial advisors.
So, for those who know me well, you know that I always help, that I am always available, that I always find out and that you can always trust the information and advice you receive from me. And because of this it enables you to do solid business on the back of great advice and planning.
And I am very proud of this.
However, the time has come for me to rethink and redesign this offering. And that is how Hello Advisor was born.
What do others say about what we do?
There are 2 options. If you need clarity on what you are going to pay, there is a fixed monthly fee. If you do not like committing to a monthly debit order, then you can choose to pay a set fee every time you use the service.
Whichever option you choose, you still need to sign up for HELLO ADVISOR.
One monthly fee
- month-to-month, 30 days notice to cancel
- Simple Queries only
- Debit Order Only
- Ignite Members pay a further 33.3% less!
Pay for the service when you use it
- charged according to fee shedule
- No monthly commitment
- EFT Only
- Payable immediately on invoice
- The fees are exclusive of VAT. We are not currently VAT registered. Should we become VAT registered in the future, then VAT will be charge in addition.
- The fee is tax deductible for FSPs, sole proprietors and commission earners.
- “Month-to-month” only, you can cancel anytime by giving 30 days’ notice.
- Monthly Retainer only covers simple queries, involved queries and special requests will be charged as per pricing below.
- FSPs or Financial Advisors in their personal capacity may pay for, or sponsor, on behalf of someone else.
We DO NOT provide formal written feedback for simple queries
Any telephonic calls to discuss, check, confirm, guide, advise, explain, or obtain our opinion in terms of anything related to general financial planning, tax, accounting, technology, practice management or any similar aspect.Less than 10 minutes.... R 300 More than 10 minutes, less than 30 minutes.... R 500More than 30 minutes.... R 850
Whatsapp Messages and Voicenotes
Any Whatsapp message or voicenote to discuss, check, confirm, guide, advise, explain, or obtain our opinion in terms of anything related to general financial planning, tax, accounting, technology, practice management or any similar aspect.Per Query (Max 5 replies).... R 300
Any e-mail message to discuss, check, confirm, guide, advise, explain, or obtain our opinion in terms of anything related to general financial planning, tax, accounting, technology, practice management or any similar aspect.Per Query (Max 5 replies).... R 300
We will provide formal written feedback for Involved Queries.
Discuss planning for a particular client
Soundboard and discuss planning for a specific client in detail. We provide guidance, what to consider and technical background where needed. We do not perform the calculations, analysis or write the report. This is a consulting service.Per Client.... R 2 500
Check / provide a second opinion on your FNA or Financial Plan to clients
We check your full plan or FNA before you present it to your client. We do not perform the calculations, analysis or write the report. This is a consulting service.Per Client.... R 2 500
We will check a specific calculation you already performed to ensure it is correct. We do not perform calculations for you. In other words, you must provide us with your full calculation, and we will check it. We will also not correct the calculation, but we will advise you how to correct it.Per Calculation.... R 850
We will provide a fee upfront for any requests or work that falls outside the scope of the abovementioned options.
Note: HELLO ADVISOR is a consulting service. We do not perform calculations, analysis, research, scenario planning, or write reports without you having done the planning first.
How do you subscribe to HELLO ADVISOR?
- Click the “Sign Up Now” button above.
- Complete the form.
- Read and accept the terms and conditions.
- Accept the debit order instruction.
- Submit your application.
You can only make use of these services if you signed up for Hello Advisor, therefore we encourage you to sign up immediately and to take full advantage of this service and our expertise.
We cannot wait to welcome you
Francois du Toit
Tel. 083 275 8368