We partner with a select few of the best financial advisors, asset consultants, employee benefit consultants, administrators and health and risk consultants.
Learn moreWe provide advice models, investment solutions and client service processes that are sophisticated yet simple to implement. By partnering with us and leveraging off our extensive experience in all the major sectors of the financial services industry you gain access to new markets, improve client retention and benefit from increased client satisfaction.
We do not sell products. We develop customized solutions that
suit your business and meet your
client needs.
We enable Employee Benefit Consultants and Administrators to expand their core services.
We provide the tools, support, investment know-how and administration capability needed to add asset consulting, investment advisory and related services to your core advisory and administration services.
In a rapidly changing regulatory landscape we are able to weatherproof
your business, increase your competitive edge and improve your
bottom line.
Through our network of partners we are able to provide cost effective and member focused investment solutions that reduce trustee risk and liability whilst at the same time ensuring that member expectations and investment objectives are met.
We enable our partners in the institutional market to deliver superior and multi-faceted services to their retirement fund clients through the use of simplified investment structures and technology driven member communication and education tools.
In a rapidly changing regulatory framework, we enable our institutional business partners to manage the risks faced by trustees of retirement funds efficiently and effectively.
We partner with financial advisors who want to differentiate themselves from their competitors by adopting the latest investment thinking and implementing innovative solutions.
In a competitive market, undergoing rapid change and where existing business
models are under threat due to regulatory changes, we guide, support and develop
advice models and investment solutions that are unique and bespoke to your business,
allowing you to grow your client base
and your profitability.
Simplicity is the ultimate sophistication LEONARDO DA VINCI
We build investment strategies, products and tools that
speak to your needs and the needs of your clients.
We adapt our services and products
to you.
Each financial services business is different. Partnering
with us does not mean changing the way you do business.
We listen to understand
your needs.
We continually refine, develop and improve the solutions
that we implement for you. Through innovative product design
and the use of technology, we ensure that your business keeps
up to date with the demands of our rapidly
changing world.
We value strong partnerships with like-minded people
who share our ethos of excellence and quality.
Our business succeeds because our partners succeed.
Talk to us if you want to
Talk to us if you want to
Talk to us if you want to
Talk to us if you want to
Conventional wisdom is often just plain wrong.
Stephen J. Dubner
(author of 'Freakonomics')
Anchor Financial Services is a partnership between highly skilled and experienced individuals each with more than 20 years of financial service experience and proven track records across all the major disciplines from asset management to investment advisory services to product development and administration.
Ferdi Schenck has a B Com LLB degree and 20 years’ experience. Having started his career at Old Mutual, he was a legal adviser at Citadel. He also spent 6 years at Sygnia, and served as Head of Compliance at Allan Gray.
fschenck@anchorfs.co.za +27 11 591 0631 +27 82 441 0447Dale was Head of Sasfin Asset Management, Sasfin Asset Consulting and Sasfin Financial Planning and Distribution.
dfranklin@anchorfs.co.za +27 011 591 0628 +27 82 450 5444Neil was part of the founding teams of both Glacier and Citadel Administration Services and then the CEO of Citadel.
nbrown@anchorfs.co.za +27 11 591 0627 +27 82 922 3964
