Campaign review: SA Financial Advisers - v1

Hi Nagm,

You've been at LifeSense since May 2004, and the firm itself runs five distinct service lines from wealth management through to group benefits and estate planning.

Carrying that breadth of services across a long-standing client book means a lot of moving parts to track and keep on top of daily.

The reason I'm reaching out: nobody becomes a financial adviser to do the paperwork, yet in most practices the advice takes an hour and the admin takes the week. I have put together a short breakdown of how SA practices are getting that time back, built inside a real adviser practice.

Do you mind if I send it over?

Matthew

If you would rather not hear from me, just reply no thanks and I will not email again.

Hi Nagm,

Quick one to add, on the leak nobody has time to chase. A bounced debit order costs an adviser twice: the premium, and up to 100% of the commission clawed back if the policy lapses early. Risk-policy lapses across SA hit 8.7 million last year, and they are still rising.

The setup in the breakdown checks every morning, so nothing slips. Want me to send it through?

Matthew

If you would rather not hear from me, just reply no thanks and I will not email again.

Hi Nagm,

One more before I leave you alone. A real adviser practice runs 13 automations today: forms that fill themselves, signed documents that file themselves, payments checked every morning, the whole book visible at a glance. Real payment errors found, real money recovered.

Advisers in SA reckon they could serve around 60% more clients with the admin off their desk. Happy to show you what that would look like at LifeSense Financial Services. Shall I send the breakdown?

Matthew

If you would rather not hear from me, just reply no thanks and I will not email again.

Hi Nagm,

Closing the loop. It is usually one of three things: the practice runs tight already, the timing is off, or these are landing in the wrong inbox.

If it is timing, no problem at all, I will leave it here. If it is worth a look, reply with the word breakdown and I will send it straight over.

Matthew

If you would rather not hear from me, just reply no thanks and I will not email again.

Hi Janine,

I noticed Bay Wealth Management is actively hiring at the moment, which suggests the practice is growing and taking on more clients.

A growing client book usually means more paperwork, more meetings to log, and more admin landing on the planners already in the team.

The reason I'm reaching out: nobody becomes a financial adviser to do the paperwork, yet in most practices the advice takes an hour and the admin takes the week. I have put together a short breakdown of how SA practices are getting that time back, built inside a real adviser practice.

Do you mind if I send it over?

Matthew

If you would rather not hear from me, just reply no thanks and I will not email again.

Hi Janine,

Quick one to add, on the leak nobody has time to chase. A bounced debit order costs an adviser twice: the premium, and up to 100% of the commission clawed back if the policy lapses early. Risk-policy lapses across SA hit 8.7 million last year, and they are still rising.

The setup in the breakdown checks every morning, so nothing slips. Want me to send it through?

Matthew

If you would rather not hear from me, just reply no thanks and I will not email again.

Hi Janine,

One more before I leave you alone. A real adviser practice runs 13 automations today: forms that fill themselves, signed documents that file themselves, payments checked every morning, the whole book visible at a glance. Real payment errors found, real money recovered.

Advisers in SA reckon they could serve around 60% more clients with the admin off their desk. Happy to show you what that would look like at Bay Wealth Management. Shall I send the breakdown?

Matthew

If you would rather not hear from me, just reply no thanks and I will not email again.

Hi Janine,

Closing the loop. It is usually one of three things: the practice runs tight already, the timing is off, or these are landing in the wrong inbox.

If it is timing, no problem at all, I will leave it here. If it is worth a look, reply with the word breakdown and I will send it straight over.

Matthew

If you would rather not hear from me, just reply no thanks and I will not email again.

Hi Rui,

I noticed Kanga Wealth publishes a weekly global markets review and distributes it by email to clients, on top of running a full lifestyle financial planning practice across retirement, offshore investing and estate planning.

Producing regular client content alongside the full planning workload means the behind-the-scenes admin of a busy practice can quietly pile up.

The reason I'm reaching out: nobody becomes a financial adviser to do the paperwork, yet in most practices the advice takes an hour and the admin takes the week. I have put together a short breakdown of how SA practices are getting that time back, built inside a real adviser practice.

Do you mind if I send it over?

Matthew

If you would rather not hear from me, just reply no thanks and I will not email again.

Hi Rui,

Quick one to add, on the leak nobody has time to chase. A bounced debit order costs an adviser twice: the premium, and up to 100% of the commission clawed back if the policy lapses early. Risk-policy lapses across SA hit 8.7 million last year, and they are still rising.

The setup in the breakdown checks every morning, so nothing slips. Want me to send it through?

Matthew

If you would rather not hear from me, just reply no thanks and I will not email again.

Hi Rui,

One more before I leave you alone. A real adviser practice runs 13 automations today: forms that fill themselves, signed documents that file themselves, payments checked every morning, the whole book visible at a glance. Real payment errors found, real money recovered.

Advisers in SA reckon they could serve around 60% more clients with the admin off their desk. Happy to show you what that would look like at Kanga Wealth Management. Shall I send the breakdown?

Matthew

If you would rather not hear from me, just reply no thanks and I will not email again.

Hi Rui,

Closing the loop. It is usually one of three things: the practice runs tight already, the timing is off, or these are landing in the wrong inbox.

If it is timing, no problem at all, I will leave it here. If it is worth a look, reply with the word breakdown and I will send it straight over.

Matthew

If you would rather not hear from me, just reply no thanks and I will not email again.

Hi Iven,

I noticed Reichtec runs structured annual portfolio reviews across your whole client book, with Sunitha handling day-to-day form submissions and provider follow-ups on top of that.

With one person managing all that provider chasing and paperwork, keeping pace across a full client book is where the hours tend to disappear.

The reason I'm reaching out: nobody becomes a financial adviser to do the paperwork, yet in most practices the advice takes an hour and the admin takes the week. I have put together a short breakdown of how SA practices are getting that time back, built inside a real adviser practice.

Do you mind if I send it over?

Matthew

If you would rather not hear from me, just reply no thanks and I will not email again.

Hi Iven,

Quick one to add, on the leak nobody has time to chase. A bounced debit order costs an adviser twice: the premium, and up to 100% of the commission clawed back if the policy lapses early. Risk-policy lapses across SA hit 8.7 million last year, and they are still rising.

The setup in the breakdown checks every morning, so nothing slips. Want me to send it through?

Matthew

If you would rather not hear from me, just reply no thanks and I will not email again.

Hi Iven,

One more before I leave you alone. A real adviser practice runs 13 automations today: forms that fill themselves, signed documents that file themselves, payments checked every morning, the whole book visible at a glance. Real payment errors found, real money recovered.

Advisers in SA reckon they could serve around 60% more clients with the admin off their desk. Happy to show you what that would look like at REICHTEC PRIVATE WEALTH. Shall I send the breakdown?

Matthew

If you would rather not hear from me, just reply no thanks and I will not email again.

Hi Iven,

Closing the loop. It is usually one of three things: the practice runs tight already, the timing is off, or these are landing in the wrong inbox.

If it is timing, no problem at all, I will leave it here. If it is worth a look, reply with the word breakdown and I will send it straight over.

Matthew

If you would rather not hear from me, just reply no thanks and I will not email again.

Hi Human,

I saw you attended the Morningstar Adviser Forum recently, and Maximus covers quite a spread: wealth management, risk, healthcare, employee benefits and short-term insurance all under one roof.

Keeping all those moving parts coordinated across a small team is usually where the admin hours quietly stack up.

The reason I'm reaching out: nobody becomes a financial adviser to do the paperwork, yet in most practices the advice takes an hour and the admin takes the week. I have put together a short breakdown of how SA practices are getting that time back, built inside a real adviser practice.

Do you mind if I send it over?

Matthew

If you would rather not hear from me, just reply no thanks and I will not email again.

Hi Human,

Quick one to add, on the leak nobody has time to chase. A bounced debit order costs an adviser twice: the premium, and up to 100% of the commission clawed back if the policy lapses early. Risk-policy lapses across SA hit 8.7 million last year, and they are still rising.

The setup in the breakdown checks every morning, so nothing slips. Want me to send it through?

Matthew

If you would rather not hear from me, just reply no thanks and I will not email again.

Hi Human,

One more before I leave you alone. A real adviser practice runs 13 automations today: forms that fill themselves, signed documents that file themselves, payments checked every morning, the whole book visible at a glance. Real payment errors found, real money recovered.

Advisers in SA reckon they could serve around 60% more clients with the admin off their desk. Happy to show you what that would look like at Maximus Wealth Management. Shall I send the breakdown?

Matthew

If you would rather not hear from me, just reply no thanks and I will not email again.

Hi Human,

Closing the loop. It is usually one of three things: the practice runs tight already, the timing is off, or these are landing in the wrong inbox.

If it is timing, no problem at all, I will leave it here. If it is worth a look, reply with the word breakdown and I will send it straight over.

Matthew

If you would rather not hear from me, just reply no thanks and I will not email again.

Hi Duncan,

Your LinkedIn about section describes you as a generalist planner covering life assurance, disability, investments, retirement and now business assurance and employee benefits too, a wide remit to carry as a self-employed adviser.

Running that many advice lines solo, keeping on top of client records, reviews and paperwork is usually where a big chunk of the week quietly disappears.

The reason I'm reaching out: nobody becomes a financial adviser to do the paperwork, yet in most practices the advice takes an hour and the admin takes the week. I have put together a short breakdown of how SA practices are getting that time back, built inside a real adviser practice.

Do you mind if I send it over?

Matthew

If you would rather not hear from me, just reply no thanks and I will not email again.

Hi Duncan,

Quick one to add, on the leak nobody has time to chase. A bounced debit order costs an adviser twice: the premium, and up to 100% of the commission clawed back if the policy lapses early. Risk-policy lapses across SA hit 8.7 million last year, and they are still rising.

The setup in the breakdown checks every morning, so nothing slips. Want me to send it through?

Matthew

If you would rather not hear from me, just reply no thanks and I will not email again.

Hi Duncan,

One more before I leave you alone. A real adviser practice runs 13 automations today: forms that fill themselves, signed documents that file themselves, payments checked every morning, the whole book visible at a glance. Real payment errors found, real money recovered.

Advisers in SA reckon they could serve around 60% more clients with the admin off their desk. Happy to show you what that would look like at DBF Financial Planning & Wealth Solutions CC. Shall I send the breakdown?

Matthew

If you would rather not hear from me, just reply no thanks and I will not email again.

Hi Duncan,

Closing the loop. It is usually one of three things: the practice runs tight already, the timing is off, or these are landing in the wrong inbox.

If it is timing, no problem at all, I will leave it here. If it is worth a look, reply with the word breakdown and I will send it straight over.

Matthew

If you would rather not hear from me, just reply no thanks and I will not email again.

Hi Milyska,

I noticed you completed your financial planning qualification through Milpark Education while working full-time at Celtis, covering financial planning, tax and retirement consulting across the practice.

Balancing study, client work and the admin that comes with a broad service range is usually where the hours quietly disappear.

The reason I'm reaching out: nobody becomes a financial adviser to do the paperwork, yet in most practices the advice takes an hour and the admin takes the week. I have put together a short breakdown of how SA practices are getting that time back, built inside a real adviser practice.

Do you mind if I send it over?

Matthew

If you would rather not hear from me, just reply no thanks and I will not email again.

Hi Milyska,

Quick one to add, on the leak nobody has time to chase. A bounced debit order costs an adviser twice: the premium, and up to 100% of the commission clawed back if the policy lapses early. Risk-policy lapses across SA hit 8.7 million last year, and they are still rising.

The setup in the breakdown checks every morning, so nothing slips. Want me to send it through?

Matthew

If you would rather not hear from me, just reply no thanks and I will not email again.

Hi Milyska,

One more before I leave you alone. A real adviser practice runs 13 automations today: forms that fill themselves, signed documents that file themselves, payments checked every morning, the whole book visible at a glance. Real payment errors found, real money recovered.

Advisers in SA reckon they could serve around 60% more clients with the admin off their desk. Happy to show you what that would look like at Celtis Financial Services. Shall I send the breakdown?

Matthew

If you would rather not hear from me, just reply no thanks and I will not email again.

Hi Milyska,

Closing the loop. It is usually one of three things: the practice runs tight already, the timing is off, or these are landing in the wrong inbox.

If it is timing, no problem at all, I will leave it here. If it is worth a look, reply with the word breakdown and I will send it straight over.

Matthew

If you would rather not hear from me, just reply no thanks and I will not email again.

Hi Olivia,

I noticed you're a CFP and also working through CFA Level II at the same time as carrying a client book covering wealth management, retirement planning and life insurance.

Studying for CFA Level II alongside a full client load means the hours for admin and record-keeping are already being squeezed pretty hard.

The reason I'm reaching out: nobody becomes a financial adviser to do the paperwork, yet in most practices the advice takes an hour and the admin takes the week. I have put together a short breakdown of how SA practices are getting that time back, built inside a real adviser practice.

Do you mind if I send it over?

Matthew

If you would rather not hear from me, just reply no thanks and I will not email again.

Hi Olivia,

Quick one to add, on the leak nobody has time to chase. A bounced debit order costs an adviser twice: the premium, and up to 100% of the commission clawed back if the policy lapses early. Risk-policy lapses across SA hit 8.7 million last year, and they are still rising.

The setup in the breakdown checks every morning, so nothing slips. Want me to send it through?

Matthew

If you would rather not hear from me, just reply no thanks and I will not email again.

Hi Olivia,

One more before I leave you alone. A real adviser practice runs 13 automations today: forms that fill themselves, signed documents that file themselves, payments checked every morning, the whole book visible at a glance. Real payment errors found, real money recovered.

Advisers in SA reckon they could serve around 60% more clients with the admin off their desk. Happy to show you what that would look like at Vickers & Peters Financial Planning. Shall I send the breakdown?

Matthew

If you would rather not hear from me, just reply no thanks and I will not email again.

Hi Olivia,

Closing the loop. It is usually one of three things: the practice runs tight already, the timing is off, or these are landing in the wrong inbox.

If it is timing, no problem at all, I will leave it here. If it is worth a look, reply with the word breakdown and I will send it straight over.

Matthew

If you would rather not hear from me, just reply no thanks and I will not email again.

Hi Ben,

I noticed Vickers & Peters spans financial planning, employee benefits, asset management and fiduciary services, all delivered by a relatively compact team across what sounds like a busy book.

Covering that range of services and client types, the coordination and paperwork sitting behind each client relationship tends to stack up quickly.

The reason I'm reaching out: nobody becomes a financial adviser to do the paperwork, yet in most practices the advice takes an hour and the admin takes the week. I have put together a short breakdown of how SA practices are getting that time back, built inside a real adviser practice.

Do you mind if I send it over?

Matthew

If you would rather not hear from me, just reply no thanks and I will not email again.

Hi Ben,

Quick one to add, on the leak nobody has time to chase. A bounced debit order costs an adviser twice: the premium, and up to 100% of the commission clawed back if the policy lapses early. Risk-policy lapses across SA hit 8.7 million last year, and they are still rising.

The setup in the breakdown checks every morning, so nothing slips. Want me to send it through?

Matthew

If you would rather not hear from me, just reply no thanks and I will not email again.

Hi Ben,

One more before I leave you alone. A real adviser practice runs 13 automations today: forms that fill themselves, signed documents that file themselves, payments checked every morning, the whole book visible at a glance. Real payment errors found, real money recovered.

Advisers in SA reckon they could serve around 60% more clients with the admin off their desk. Happy to show you what that would look like at Vickers & Peters Financial Planning. Shall I send the breakdown?

Matthew

If you would rather not hear from me, just reply no thanks and I will not email again.

Hi Ben,

Closing the loop. It is usually one of three things: the practice runs tight already, the timing is off, or these are landing in the wrong inbox.

If it is timing, no problem at all, I will leave it here. If it is worth a look, reply with the word breakdown and I will send it straight over.

Matthew

If you would rather not hear from me, just reply no thanks and I will not email again.

Hi Julian,

I noticed Maximus covers wealth management, risk, healthcare, employee benefits and short-term insurance across what looks like a fairly lean advisory team.

Keeping all those moving parts coordinated for each client can stack up a fair amount of behind-the-scenes admin across the team.

The reason I'm reaching out: nobody becomes a financial adviser to do the paperwork, yet in most practices the advice takes an hour and the admin takes the week. I have put together a short breakdown of how SA practices are getting that time back, built inside a real adviser practice.

Do you mind if I send it over?

Matthew

If you would rather not hear from me, just reply no thanks and I will not email again.

Hi Julian,

Quick one to add, on the leak nobody has time to chase. A bounced debit order costs an adviser twice: the premium, and up to 100% of the commission clawed back if the policy lapses early. Risk-policy lapses across SA hit 8.7 million last year, and they are still rising.

The setup in the breakdown checks every morning, so nothing slips. Want me to send it through?

Matthew

If you would rather not hear from me, just reply no thanks and I will not email again.

Hi Julian,

One more before I leave you alone. A real adviser practice runs 13 automations today: forms that fill themselves, signed documents that file themselves, payments checked every morning, the whole book visible at a glance. Real payment errors found, real money recovered.

Advisers in SA reckon they could serve around 60% more clients with the admin off their desk. Happy to show you what that would look like at Maximus Wealth Management. Shall I send the breakdown?

Matthew

If you would rather not hear from me, just reply no thanks and I will not email again.

Hi Julian,

Closing the loop. It is usually one of three things: the practice runs tight already, the timing is off, or these are landing in the wrong inbox.

If it is timing, no problem at all, I will leave it here. If it is worth a look, reply with the word breakdown and I will send it straight over.

Matthew

If you would rather not hear from me, just reply no thanks and I will not email again.

Hi Percy,

Your LinkedIn about mentions a career that started in 1966 at Prudential and has taken you through Sanlam, independent broking, and now Noble Wealth, serving individuals, families, and corporate clients across that whole span.

Carrying relationships across individuals, families, and corporate clients over that kind of career usually means a client book with a lot of moving parts to keep on top of.

The reason I'm reaching out: nobody becomes a financial adviser to do the paperwork, yet in most practices the advice takes an hour and the admin takes the week. I have put together a short breakdown of how SA practices are getting that time back, built inside a real adviser practice.

Do you mind if I send it over?

Matthew

If you would rather not hear from me, just reply no thanks and I will not email again.

Hi Percy,

Quick one to add, on the leak nobody has time to chase. A bounced debit order costs an adviser twice: the premium, and up to 100% of the commission clawed back if the policy lapses early. Risk-policy lapses across SA hit 8.7 million last year, and they are still rising.

The setup in the breakdown checks every morning, so nothing slips. Want me to send it through?

Matthew

If you would rather not hear from me, just reply no thanks and I will not email again.

Hi Percy,

One more before I leave you alone. A real adviser practice runs 13 automations today: forms that fill themselves, signed documents that file themselves, payments checked every morning, the whole book visible at a glance. Real payment errors found, real money recovered.

Advisers in SA reckon they could serve around 60% more clients with the admin off their desk. Happy to show you what that would look like at Noble Wealth Management (Pty) Ltd. Shall I send the breakdown?

Matthew

If you would rather not hear from me, just reply no thanks and I will not email again.

Hi Percy,

Closing the loop. It is usually one of three things: the practice runs tight already, the timing is off, or these are landing in the wrong inbox.

If it is timing, no problem at all, I will leave it here. If it is worth a look, reply with the word breakdown and I will send it straight over.

Matthew

If you would rather not hear from me, just reply no thanks and I will not email again.

Hi Bradley,

I noticed you're currently completing your Postgraduate Diploma in Financial Planning at Stellenbosch Business School while working full-time at Absolut Wealth Management across a broad client base.

Carrying active study alongside a full client book across retirement, risk, estate and investment work is a lot of moving parts to track at once.

The reason I'm reaching out: nobody becomes a financial adviser to do the paperwork, yet in most practices the advice takes an hour and the admin takes the week. I have put together a short breakdown of how SA practices are getting that time back, built inside a real adviser practice.

Do you mind if I send it over?

Matthew

If you would rather not hear from me, just reply no thanks and I will not email again.

Hi Bradley,

Quick one to add, on the leak nobody has time to chase. A bounced debit order costs an adviser twice: the premium, and up to 100% of the commission clawed back if the policy lapses early. Risk-policy lapses across SA hit 8.7 million last year, and they are still rising.

The setup in the breakdown checks every morning, so nothing slips. Want me to send it through?

Matthew

If you would rather not hear from me, just reply no thanks and I will not email again.

Hi Bradley,

One more before I leave you alone. A real adviser practice runs 13 automations today: forms that fill themselves, signed documents that file themselves, payments checked every morning, the whole book visible at a glance. Real payment errors found, real money recovered.

Advisers in SA reckon they could serve around 60% more clients with the admin off their desk. Happy to show you what that would look like at Absolut Wealth Management Pty Ltd. Shall I send the breakdown?

Matthew

If you would rather not hear from me, just reply no thanks and I will not email again.

Hi Bradley,

Closing the loop. It is usually one of three things: the practice runs tight already, the timing is off, or these are landing in the wrong inbox.

If it is timing, no problem at all, I will leave it here. If it is worth a look, reply with the word breakdown and I will send it straight over.

Matthew

If you would rather not hear from me, just reply no thanks and I will not email again.

Hi Juanita,

I noticed Maximus covers five service lines across wealth, risk, healthcare, employee benefits and short-term insurance, and that you personally span portfolio management, financial advisory and financial risk across those.

Carrying that breadth of disciplines as a senior planner usually means a lot of moving parts to track and document across a varied client book.

The reason I'm reaching out: nobody becomes a financial adviser to do the paperwork, yet in most practices the advice takes an hour and the admin takes the week. I have put together a short breakdown of how SA practices are getting that time back, built inside a real adviser practice.

Do you mind if I send it over?

Matthew

If you would rather not hear from me, just reply no thanks and I will not email again.

Hi Juanita,

Quick one to add, on the leak nobody has time to chase. A bounced debit order costs an adviser twice: the premium, and up to 100% of the commission clawed back if the policy lapses early. Risk-policy lapses across SA hit 8.7 million last year, and they are still rising.

The setup in the breakdown checks every morning, so nothing slips. Want me to send it through?

Matthew

If you would rather not hear from me, just reply no thanks and I will not email again.

Hi Juanita,

One more before I leave you alone. A real adviser practice runs 13 automations today: forms that fill themselves, signed documents that file themselves, payments checked every morning, the whole book visible at a glance. Real payment errors found, real money recovered.

Advisers in SA reckon they could serve around 60% more clients with the admin off their desk. Happy to show you what that would look like at Maximus Wealth Management. Shall I send the breakdown?

Matthew

If you would rather not hear from me, just reply no thanks and I will not email again.

Hi Juanita,

Closing the loop. It is usually one of three things: the practice runs tight already, the timing is off, or these are landing in the wrong inbox.

If it is timing, no problem at all, I will leave it here. If it is worth a look, reply with the word breakdown and I will send it straight over.

Matthew

If you would rather not hear from me, just reply no thanks and I will not email again.

Hi Marius,

I noticed that Allegiant Wealth Management was started by you and two colleagues, and that you cover investment, retirement, estate planning and life insurance all under one roof.

Running that breadth of disciplines across a small founding team means the back-office side of each client relationship can quietly eat a lot of the day.

The reason I'm reaching out: nobody becomes a financial adviser to do the paperwork, yet in most practices the advice takes an hour and the admin takes the week. I have put together a short breakdown of how SA practices are getting that time back, built inside a real adviser practice.

Do you mind if I send it over?

Matthew

If you would rather not hear from me, just reply no thanks and I will not email again.

Hi Marius,

Quick one to add, on the leak nobody has time to chase. A bounced debit order costs an adviser twice: the premium, and up to 100% of the commission clawed back if the policy lapses early. Risk-policy lapses across SA hit 8.7 million last year, and they are still rising.

The setup in the breakdown checks every morning, so nothing slips. Want me to send it through?

Matthew

If you would rather not hear from me, just reply no thanks and I will not email again.

Hi Marius,

One more before I leave you alone. A real adviser practice runs 13 automations today: forms that fill themselves, signed documents that file themselves, payments checked every morning, the whole book visible at a glance. Real payment errors found, real money recovered.

Advisers in SA reckon they could serve around 60% more clients with the admin off their desk. Happy to show you what that would look like at Allegiant Wealth Management (Pty) Ltd. Shall I send the breakdown?

Matthew

If you would rather not hear from me, just reply no thanks and I will not email again.

Hi Marius,

Closing the loop. It is usually one of three things: the practice runs tight already, the timing is off, or these are landing in the wrong inbox.

If it is timing, no problem at all, I will leave it here. If it is worth a look, reply with the word breakdown and I will send it straight over.

Matthew

If you would rather not hear from me, just reply no thanks and I will not email again.