See full profile: Waverley Financial Advisor - Hennie Venter
Were you always planning to be a Financial Advisor and why?
My father was also an advisor so it was always part of the plan. I enjoy working with people and improving lives.
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, I mostly go to my clients
What is your preferred mode of communication with your clients?
Email, Phone, Face to Face
Have you ever done an online video call with a client?
Yes
What do you love most about being a financial advisor
Learning about people and making an impact on their lives.
Would you recommend becoming a financial advisor as a career for school-leavers, and why?
Your success is in your own hands. You work for yourself. You build many relationships and you can earn a very good income if you put in the time and effort and back yourself.
What qualities should South Africans be looking for in their financial advisor?
Honesty, Integrity and knowledge in the specific areas they need advice on.
What is the biggest challenge facing financial advisors today?
Other financial advisors sell policies and not provide proper advice
What aspects of financial advising do you focus on most?
Improving my customer experience, Keeping myself educated on the financial market and providing honest advice.
Describe your average client:
Business owners or people looking at their retirement or who is about to retire. Normally aged 45-70
How far away from your premises is your furthest client?
1600km
From your financial advising experience, if you could cite one of the biggest reasons financial goals, what would it be?
We are a nation of consumers and not savers. We would rather be spending money on a car that we pay R 8 000 - R 10 000 monthly than drive a smaller car and save the rest of that money, reaching your goals sooner.
What financial software do you like best?
My Financial calculator
What other software, online services or apps do you use?
Old Mutual Wealth integrated wealth retirement projector
Do you think the coming wave of automation in the next few years will steal some financial advisor jobs and why/why not?
I think that the automation will rule out the people not doing proper planning as you will be able to do it yourself. Customers working with an advisor and a set plan that is built specifically for them will keep to their advisors. People do like to play around on online tools, they will trust software to work out the best solution for them, but when it comes to investing most people look for confirmation from a person they trust that they are doing the right thing.
What is your opinion on Bitcoin?
There is money to be made in all crypto, but since there is no underlying asset it should not form part of more than 5% of your overall portfolio.
What do you enjoy doing in your spare time?
Coaching Rugby, Playing Golf, Hunting and spending time with my family.
What is the most interesting thing on your bucket list?
I want to climb Mount Kilimanjaro.
What has your experience been on FindanAdvisor?
Very Good
