See full profile: Durbanville Financial Advisor- Suzanne du Toit
Were you always planning to be a Financial Advisor and why?
No, I haven't. When I was working in corporate I saw the need of financial advice that employees and their families had and the best way of helping them was to become a financial advisor.
When meeting with clients do they mostly come to your own premises or do you mostly go their theirs?
Recently it will be telephonically, email, video, etc
What is your preferred mode of communication with your clients?
Email, Phone, Face to Face, Skype, WhatsApp, Zoom, Teams
Have you ever done an online video call with a client?
Yes
What do you love most about being a financial advisor?
Helping clients find a solution or to plan with them for a better financial future
Would you recommend becoming a financial advisor as a career for school-leavers, and why?
Yes, you must have a passion for solving problems, good interpersonal skills, to listen and guide people. Be honest, ethical, transparent and thorough.
What qualities should South Africans be looking for in their financial advisor?
Honesty, Integrity, Knowledge, Caring, Solution Driven, Trustworthy
What is the biggest challenge facing financial advisors today?
Economically environment but also gaining the trust of people.
What aspects of financial advising do you focus on most?
Risk Planning, Retirement Planning
Describe your average client:
Professional and self-employed
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 South Africans don't achieve their financial goals, what would it be?
Debt, retrenchments, not having a financial advisor to assist them
What financial software do you like best?
Anything that is helpful
What other software, online services or apps do you use?
Find an Advisor, quoting packages
Do you think the coming wave of automation in the next few years will steal some financial advisor jobs and why/why not?
Don't think so. People still want the personal interaction
What is your opinion on Bitcoin?
Nothing to add
What do you enjoy doing in your spare time?
Cooking, Crochet, Travel, Braai and Camping
What is the most interesting thing on your bucket list?
To visit NZ again
