Common employee benefits in South Africa

There is a lot of talk about client experience and how important it is for every business, including financial advice practices. But you might wonder how to deliver on what you know is essential.

By using Wealthbit, Advisors are able to scale their businesses without breaking a sweat, and individuals have the insight and understanding they need to take control of their financial future.

We want clients to get a better outcome by using the best solutions for them, while still making sure advisors can scale and grow their businesses.

Welcome to our Get to Know the Team blog series! Each month we will be shining the spotlight on someone, giving you the opportunity to get to know each member of our Wealthbit family a little bit better.

Welcome to our Get to Know the Team blog series! Each month we will be shining the spotlight on someone, giving you the opportunity to get to know each member of our Wealthbit family a little bit better.

Wealthbit is an amazing technology solution that helps manage and create a clearer understanding of your financial position and better plan for your financial future. It is a first-of-its-kind, cutting-edge tool that is completely free and easy to use.

Research shows that technology adoption can significantly boost the total assets under investment (AUM).

When was the last time you took a good look at your finances? When you switch out your wardrobe and do your other cleaning, take the time to tackle your finances too, with these 3 simple tips.

For most leaders, financial stress is something that stays off the agenda. It feels personal. It feels awkward. It doesn’t show up in engagement dashboards or performance reports, so it rarely gets airtime in leadership meetings. Yet, when you look closely, the signs are everywhere, and the cost to your business is very real.