PSG, leading Financial Services Group PSG, leading Financial Services Group
PSG held its annual conference in May. This years event was entirely virtual, and although the specialism sphere at Sun City, where the event is usually hosted, is difficult to replicate online, there can be little doubt that a digital conference also brings some unique advantages.
PSG used the opportunity to include more staff attendees and had greater access to high-profile international speakers due to the reduced travel (and time) demand. The 2021 theme was Unity in Opportunity, highlighting what is possible when we work hard together. Some key highlights of this year’s conference included US economist at the Brookings Institution and former Chairman of the Board of Governors of the Federal Reserve, Dr. Ben Bernanke, who shared his insights on global economics.
Other speakers included Irish economist David McWilliams, futurist Graeme Codrington, Caroline da Silva (formerly from the FSCA), and agri-preneur Mbali Nwoko who shared how to properly manage a growing farm. The session also featured a panel discussion by international fund managers hosted by broadcasting personality Bronwyn Nielsen. The digital format also allowed for more product provider participation, sharing thoughts, trends and triumphs with both their Wealth and Insure adviser networks. The conference marked a great year for PSG overall.
SURVIVING AND THRIVING
“It has always amazed me what we can achieve – against all the odds – when we work together, and this year has been no different. Had I told you last year that PSG would be stronger, better and smarter in a year’s time, you would have thought we were being naively optimistic. However, a year on, that is exactly what we have seen,” remarked Francois Gouws, PSG Konsult CEO who opened the conference this year. PSG is immensely proud of its top advisers and offices, and all that has been possible despite the constraints of living during a pandemic.
PSG’S ANNUAL AWARDS RECOGNISE ADVISERS’ SUCCESSES
PSG typically awards its winners at the annual conference gala evening in the Superbowl at Sun City, but this has not been possible for the last two years due to the pandemic. However, the firm invested great effort in ensuring this year’s digital event was memorable to nominees, award recipients and spectators. PSG is pleased to announce that 420 financial advisers are part of their Millionaires club as they have each generated over R1 million gross revenue in the past financial year. PSG’s Gold club qualifiers are the financial advisers with more than R5 million in gross revenue over the past financial year, which has grown to 74 advisers. There are 58 advisers who have qualified in PSG’s Platinum club, who have achieved over R10 million in gross revenue over the past financial year. PSG is immensely proud of these achievements despite the challenging business conditions we have seen over the past year.
PSG’S TOP OFFICES AND ADVISERS FOR THE 2020/2021 YEAR
PSG’s annual awards encourage healthy competition among it’s network and this year sees several winners receiving an award for the first time, along with some repeat nominees and winners, proving PSG’s strength and resilience. While profitability plays a role in the award selection, the extent to which advisers embrace the trusted PSG processes and live it’s values are also key considerations. These awards are given to top performing offices and individual advisers in various categories.
The Winners are…
PSG’s annual awards encourage healthy competition among it’s network and this year sees several winners receiving an award for the first time, along with some repeat nominees and winners, proving PSG’s strength and resilience.
OFFICE OF THE YEAR
PSG Wealth Silver Lakes & George Central take the title. Marius Kruger accepted this first-time win for the office.
EMPLOYEE BENEFITS OFFICE OF THE YEAR
Route21 Employee Benefits secures another win. Nerine Brink received this award on behalf of the office.
WEALTH MANAGER OF THE YEAR
Johan Borcherds from PSG Wealth Pretoria East wins this highly competitive award.
WEALTH ADVISER SECURITIES OF THE YEAR
Struan Campbell from PSG Wealth Umhlanga Stockbroking wins this award after several nominations.
WEALTH ADVISER OF THE YEAR
Emile Janse Van Rensburg
Emile Janse Van Rensburg from PSG Wealth Paarl Cecilia Street wins for the first time.
INSURE ADVISER OF THE YEAR
Markus Fourie from the PSG Insure Olympus Midas Avenue Short-Term office wins this award for the first time.
THE WORLD HAS CHANGED BUT WE’RE MAKING THE MOST OF IT.
Working has changed since the pandemic started, and rather than being temporary, these changes may prove permanent. Holistic advice and hyper personalisation are the cornerstones to building lasting relationships of trust, as every client has unique needs and goals.
We believe that a hybrid of technology and advice as we know it, will be key to success, and there are many opportunities available. PSG aims to be a highly respected, advice-led, financial firm. Being prepared for a digital future before the pandemic hit, stood us in good stead to weather all that has followed since March 2020 and South Africa’s lockdown.
Client service and engaging with our clients is our core focus, along with finding new ways to do this, given how the world has changed. Futurist Graeme Codrington, in his talk at the event, quite rightly suggested that the trend of the future will not so much be work from home as work from anywhere.
PSG has been fortunate to operate seamlessly remotely and it’s all thanks to technology. We collaborated with our advisers to get their input on what was needed digitally to best service clients, and this is something we continue to improve. what was needed digitally to best service clients, and this is something we continue to improve.
NEW WEBSITE, ADVERTISING CAMPAIGN AND CORPORATE IDENTITY (CI) TO MATCH
PSG has launched a new website with better functionality and a bright new look, along with a bold new CI more suited to the increasingly digital world. The bold cyan and black colour palette sets the tone for the next chapter for PSG, and shows the firm’s intent to continue boldly growing into the future. While PSG has not revised its CI over the last five years, the next five years are likely to look quite different, so a fresh and modern new look is a fitting way to signal readiness for the new challenges that lie ahead..
LOOKING AHEAD POSITIVELY
PSG has always been optimistic. However, rather than sitting back and waiting for the future to arrive, it opts to actively work on creating the future it wants. It’s no wonder then, that they believe the future looks bright. PSG comprises three divisions, namely PSG Wealth, PSG Asset Management and PSG Insure. It also has one of the largest networks of financial advisers in South Africa and Namibia, within its PSG Wealth and PSG Insure offering. The firm had 563 wealth advisers and 369 insure advisers, and 263 offices, as at 28 February 2021.
UNITY IS WHAT IT’S ALL ABOUT
PSG is always looking to increase it’s adviser network with the aim of serving clients better wherever they reside. Thus, PSG has not let the pandemic set client engagement efforts back: rather it has invested in sharing bigger picture ideas even more broadly in the digitally enabled environment. The Think Big webinar series continues to offer thought-leading subject matter, tackling all topics close to South African hearts from Covid-19 vaccines to education, to rugby and all things in between. We encourage viewers not to miss any of our upcoming sessions, but recordings to all previous webinars are available on PSG’s Youtube channel.
LOOKING AHEAD POSITIVELY
PSG Wealth Financial Planning is an authorised financial services provider – 728