If you’re perplexed that we’re giving our finance advisors props, you definitely need to read this. Why? Because it’s time (actually, way beyond time) to shatter the misplaced illusion that you can DIY manage your investments optimally without any input from a certified financial planner in South Africa .

Here at Fedgroup, we believe that our relationships with financial brokers we respect are key to ensuring we always do the very best for you, our investor. And for the growth of the portfolios they expect to fund their futures.  

But, the way we see it, it’s just as valuable for you to also develop your own relationship with a trusted financial advisor for personalised financial planning, build your wealth, monitor your financial journey, provide expert guidance through complex financial decisions, help you navigate volatile markets & life changes, and offer expertise that empowers you to make informed decisions to achieve   your specific investment goals.

If you think technology has changed all that, you’ve got a point. But don’t stop reading just yet.   

No, bro.  You still need a pro

Sure, the internet is now a gateway to all the financial market data points you could ever need to assemble an investment portfolio by yourself.  But in the same way that Dr Google can provide you with a bunch of useful facts about a health issue, you wouldn’t consider using that raw data to make a definitive diagnosis, or develop your own treatment plan, without consulting a medical professional.

And the same holds true when it comes to developing an optimal investment strategy.  You might be able to source an assortment of financial advice, investment tips and performance data for yourself, but are you confident that you can sift them  effectively and make fully informed decisions? If you’re looking for consistent growth over the long term for wealth management or retirement planning, you’re likely to be among the majority of investors who need professional help.

Let’s be clear though, while we don’t see technology as a substitute for human interaction and insight, we’re in no doubt that it’s fundamentally improved the way we are able to support our financial advisors for your benefit.

How we use wealth management technology to enhance your investment performance

How? Well, we custom-built our own in-house IT system, Azurite, to integrate all our product lines on one user-friendly online investment  platform (more unusual for a South African wealth management company  than you might think). And because it’s linked to our broker portal, they are able to get a 360 degree view of every client’s profile   in seconds and share real-time data, spot trends, track investment performances, generate reports and a whole lot more.  

The fact is that, as technology has evolved, so has the role of the financial advisor and we believe it has  become more important than before, not less. It’s one thing to have the facts at our fingertips but brokers are the ones who can really join the dots.

For you, by applying our expert brokers understanding of markets, trends and available products, together you can craft an investment portfolio that meets your unique growth objectives.  

For us, by sharing their insights on your needs, to ensure that we develop products that are tailored to meet them.  

Something to think about, right?  

Find out  more on why it’s worth calling in a pro, instead of structuring and managing your own investment portfolio, bro!