Prospective Advisors
Our Franchise Principal - Eugene Wait
Eugene Wait started 26 years ago in the financial services industry. It is here that he has proven to be an accomplished and results- driven executive. He has vast experience in the Retirement Fund Industry, from not only a consulting perspective, but also in the management of Retirement Fund Businesses. Eugene has good strategic appreciation and a vision, in identifying new opportunities and implementing them, successfully. He has shown the ability to lead teams and has a dynamic proven ability, to recruit and develop other leaders, with an equal desire to excel and win, as himself!
Eugene places huge emphasis on family relationships, with his own family as his focus and pride. On a social front, Eugene enjoys time in the bush, whilst sunshine and sea fulfil his soul.
As demand grew, it became natural for our services to expand beyond corporate group structures into the individual space. This transition ensured our expertise remained accessible, simplified portfolio management, and eliminated the need for clients to find new providers after leaving a corporate structure.
Our dedicated team of financial advisors and support staff work collaboratively to deliver friendly, reliable, and efficient financial planning and advice. We offer professional guidance to individuals, companies, and trusts, designing, implementing, managing, and monitoring tailored solutions for every client.
The Wealth Wise Experience
Solid financial planning entails a lifelong relationship between client and adviser and encompassing estate planning, wealth creation, as well as investment management. It is for this reason that we partnered with an Industry leading provider, Old Mutual.
We work independently so that we can provide clients with impartial and expert advice, to find the perfect solution for them to grow their money. Because we strive to form long-lasting relationships with all our clients, we take a personal interest in their financial success.
We do this, by fostering a lifelong relationship with them and focus our attention on their long-term financial requirements that will enable them to build a meaningful life. We inspire and assist clients to live their dream by achieving financial freedom through dynamic financial planning, retirement planning and wealth management.
Our strength lies in combining our years of expertise in financial planning, and the ability to implement well considered decisions, gathered through incisive analysis of financial markets, the economy and investments, in a cost-effective manner to our clients. We want to continue to add value to their lives, as we journey together.
As independent advisors, we provide unbiased, expert guidance to help clients grow their wealth with tailored solutions. Our focus is on building enduring relationships, taking a personal interest in each client’s financial success.
We achieve this by understanding and addressing their long-term financial needs, enabling them to create meaningful lives. Our mission is to inspire and assist clients in achieving financial freedom through strategic financial planning, retirement planning, and wealth management.
Our strength lies in our extensive experience, insightful analysis of financial markets, and cost-effective implementation of well-considered strategies. As we journey together, we remain committed to adding lasting value to our clients’ lives.
Who Are We Looking For At Wealth Wise Advisors
Wealth Wise Advisors is an Old Mutual approved Franchise, that strives to attract the best people, and promote a collaborative and supportive environment, where you learn and out class competitors. This growing business aims to bring together, extraordinary people, that strive to form long-lasting relationships with their clients, by taking a personal interest in their financial success.
We provide a unique opportunity to experienced financial advisors, to change their employer and continue servicing their clients, under the existing product offerings, ensuring no disruptions to your clients and future commission earnings. Commission structures will be dependent on advisor experience and advisers have the potential to earn up to 100%.
Advisors will have access to an administration manager, with 23 years of client servicing experience in the insurance industry. You will also have access to a large established corporate client base for dedicated leads.
If you are one of these people, that we are looking for, and want to join a formidable business, we will welcome you to the Wealth Wise Advisors’ team.
Our requirements are:
- Minimum 5-year Industry Experience
- 120 NQF 5 Credits (FSCA accredited qualification)
- RE 5 Certificate Non-negotiable
- Clean Credit Record
- No criminal record
- Own Laptop
- Driver’s license and vehicle
Why AFD
Be part of a Sales Team that:
- offers its advisers a supportive partnership underpinned by a rich resource base, access to markets and the full backing of Old Mutual.
- gives bold go-getters the space and freedom to realise their potential, and the confidence that regulatory risks are managed.
- connects, accepts, encourages, and empowers advisers (through shared values), to be considerate of their colleagues, customers, and society at large.
- offers an attractive remuneration model, with a transitional allowance, competitive commission scales, annual bonuses, and incentives for the right behaviour.
- has a market-leading digital sales and advice process.
- that allows sales information through a mobile app (Adviser App).
- allocates you a team of subject matter experts, e.g., legal advisers, risk, fund, and investment specialists.
- provides ongoing comprehensive product and legal technical training.
- sponsors CFP training, subject to certain conditions.
- allocates you, with a dedicated practice management consultant, to grow and optimise the potential of your practice.
Why Old Mutual
Old Mutual Group was established in Cape Town in 1845 as South Africa’s first mutual life insurance company, offering financial security in uncertain times.
Our purpose is to help our customers thrive by enabling them to achieve their lifetime financial goals, while investing their funds in ways that will create a positive future for them, their families, their communities and broader society. In this way, we significantly contribute to improving the lives of our customers and their communities while ensuring a sustainable future for our business.
Old Mutual is a trusted and recognized long-term insurance leader, providing financial solutions to individuals, small and medium-sized businesses, corporates and institutions. We now employ more than 30 000 people and operate in 14 countries across two regions: namely Africa (South Africa, Namibia, Botswana, Zimbabwe, Kenya, Malawi, Tanzania, Nigeria, Ghana, Uganda, Rwanda, South Sudan and eSwatini) and Asia (China).
Our business is listed on the Johannesburg, London, Zimbabwean, Malawian and Namibian stock exchanges.
Advisor Incentives
Advisor Rewards
- Aviator Offering
- 10 Offshore Seats
- 10 Onshore Seats
- Quarterly Dinners
Offshore Business Convention (10 winners)
The Top10 advisers in terms of Overall Ranking (i.e., positions 1 to 10) who have met the convention qualification hurdles.
Onshore Business Convention (10 winners)
The next 10 advisers in terms of Overall Ranking (i.e., positions 11 to 20), and who have met the convention qualification hurdles.
Quarterly Dinner Celebrations (10 winners per region) The Top 10 advisers in terms of Overall Regional Ranking (i.e., positions 1 to10), and who have met the quarterly dinner qualification hurdles. Qualifiers will also be rewarded based on the number of times they have attended a quarterly dinner.
Advisor Prestige Service offering Top 50 advisors can earn Dedicated relationship manager covering all new business needs, incl. case management • Includes Old Mutual Protect, Old Mutual Invest and Max Investments.
