FA Appointments

Growing your book


Quality Appointments for all Financial Advisors

What we do image
Let us help you take your practice to the next level.  
We book appointments for Financial Planners throughout South Africa for almost all the Insurance Houses.
We work a little different as we only use company leads, so basically you get to see more clients in 1 location (Company) on 1 day instead of driving around.
All clients will know who you are and what you are coming through to do, which is financial planning.
We target companies like attorneys, engineers, lectures, directors, etc.
We know the target market you are after and we have it for you.

Please send us your requirements with the type of clients you would like to work with, how many clients you can/would like to see per day/week. Please do not hesitate to contact us on the details below for more information. Look forward to hearing from you soon.

 

Cold Calling

We do all the hard work for you. We will call clients and warm them up on your behalf and get them to agree to have a sit down with you. All you have to do is pitch up and close the deal.

Learn More

The finest business consulting services in the area.

Financial advice that can save you time and money.

Marketing experience that counts when trying to reach your customer base.

Nehoulyn van der Linde

C.E.O

With a strong background in the Financial Industry, I have decided to put my knowledge to good use and assist Financial Advisors to grow their books.

  • Johannesburg, Gauteng, South Africa
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