GDS Financial Advisor Services

19/12/2023

14/12/2023

Years of hard work may be something you want to hold onto forever, but at the time of your eventual passing– ruling from the grave will cause more harm than good to all that you’ve worked for.

12/12/2023

Summer holiday! A time for travel and adventure or simply to relax, unwind, and bask in the summer sun. But things don’t always go according to plan.

Avoid unexpected chaos and drama by getting your will sorted with South Africa’s #1 wills and estates specialists before you leave for your summer holidays.

https://www.capitallegacy.co.za/

06/12/2023

A smooth sailing summer holiday sounds amazing, but things don’t always go to plan.

𝗦𝗼𝗺𝗲 𝗱𝗿𝗮𝗺𝗮 𝘆𝗼𝘂 𝗰𝗮𝗻’𝘁 𝗮𝘃𝗼𝗶𝗱, 𝘀𝗼𝗺𝗲 𝘆𝗼𝘂 𝗰𝗮𝗻.

Get your will sorted with South Africa’s #1 wills and estates specialists before you leave for your summer holidays.

https://www.capitallegacy.co.za/

04/12/2023

03/12/2023

While no one likes to dwell on their end of life, it is an inevitability, which is why having a last will and testament is crucial. This helps ensure that loved ones who remain are able to handle...

01/12/2023

𝗦𝗼𝗺𝗲 𝗱𝗿𝗮𝗺𝗮 𝘆𝗼𝘂 𝗰𝗮𝗻’𝘁 𝗮𝘃𝗼𝗶𝗱, 𝘀𝗼𝗺𝗲 𝘆𝗼𝘂 𝗰𝗮𝗻.

Avoid unexpected chaos and drama by getting your will sorted with South Africa’s #1 wills and estates specialists before you leave for your summer holidays.

https://www.capitallegacy.co.za/

01/12/2023

17/11/2023

https://www.linkedin.com/posts/capital-legacy_the-easy-will-journey-part-5-okay-seriously-activity-7130533728635772929-iN8g?utm_source=share&utm_medium=member_desktop

15/11/2023

WE ARE HIRING
FINANCIAL ADVISORS NEEDED

Responsibilities:

Talking to clients to determine their expenses, income, current cover and financial objectives

Answering client questions about financial plans and strategies and giving financial advice

Advising strategies for clients to help them reach financial objectives

Reviewing client financial plans on a regular basis to understand if life or economic changes, situational concerns, or financial performance necessitate changes in their plan

Analyzing financial data received from clients to develop strategies for meeting clients' financial goals

Preparing or interpreting financial document summaries, investment performance reports and income projections for clients

Implementing financial plans

Managing and updating client portfolios

Contacting clients regularly to discover changes in their financial status

Building and maintaining your client base

Desired Experience & Qualification

Qualifications include: Matric (essential) / Degree (preferable) / Regulatory Exam (RE exam) (highly advantageous)

Skills:

Excellent communication skills
Strong networking and relationship building skills
Strong presentation skills
Reliability
Determination
Previous sales track record

Benefits:

Training and mentorship
Competitive commission structure
Passive income creation
Flexible working hours

15/11/2023