Partnership for you

Designed for you

Simplicity for you

Profit
for you

Protection for you

We partner with a select few of the best financial advisors, asset consultants, employee benefit consultants, administrators and health and risk consultants.

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We ask our partners what they need. Then we design solutions that meet those needs. We work with our partners to support and continually update and improve those solutions.

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We offer innovative and unique, yet easy to use, advice processes and investment solutions for use in both the institutional and retail market.

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Our partners are able to expand their service offering efficiently and quickly. We help you to open up new sources of business that lead to diversified revenue streams.

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Our partners benefit from solutions and strategies that have been designed to be compliant with the new and rapidly evolving regulatory landscape. Our partners are able to exploit the opportunities presented by regulatory reform rather than struggle for survival.

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What we do Solutions for you

We 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.

Employee Benefit Service Providers

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.

Retirement
Fund Trustees

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.

Financial
Advisors

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.

How we do it Expertise that works for you

Simplicity is the ultimate sophistication LEONARDO DA VINCI

 
1

WE CUSTOMISE

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.

3

WE LISTEN

Each financial services business is different. Partnering with us does not mean changing the way you do business. We listen to understand
your needs.

2

WE SUPPORT

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.

 
 
 

Partnerships Partnering for you

We value strong partnerships with like-minded people who share our ethos of excellence and quality.
Our business succeeds because our partners succeed.

 

EMPLOYEE BENEFITS SERVICE PROVIDERS

Talk to us if you want to

  • introduce new lines of business and expand your service offering
  • weatherproof your business against the threats stemming from retirement regulatory reform
  • benefit from economies of scale.

RETIREMENT FUND TRUSTEES

Talk to us if you want to

  • optimise your investment solution
  • reduce your risk and liability
  • reduce your costs

FINANCIAL ADVISORS IN CORPORATES

Talk to us if you want to

  • escape your corporate shackles
  • start your own business
  • create wealth rather than earn a salary
  • be part of a community of like-minded professionals

SELF-EMPLOYED FINANCIAL ADVISORS

Talk to us if you want to

  • rapidly grow and expand your business
  • diversify your revenue streams without giving up your independent identity
  • reduce your personal liability
    and risk
Partnerships
 

Interested in our services and solutions?

Talk to us today
 

Talk to us

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.

 
 
 

Contact us

 
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+27 (0) 11 591 0628
 
 
 
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