At acsis, we assist South Africa’s leading independent financial planners to build, run and exit their businesses effectively and profitably. We also provide them with access to our unique lifestyle financial planning process. This ensures that their clients receive quality financial advice, enabling them to achieve their lifestyle goals reliably over time.
Our complete financial planning solution offers you the freedom to remain independent, a framework to meet international best practice and the confidence of a strong partnership. As a member of our Strategic Partner Programme (SPP), you will be able to concentrate on those areas of your business that create the greatest value for your clients.
Our SPP has two key focus areas. The first is our international best practice approach to financial planning. This approach, the acsis lifestyle financial planning process, was originally developed by ipac in Australia and is enhanced and refined on an ongoing basis for the South African environment. This approach focuses on helping clients achieve their chosen lifestyle and financial goals reliably over time.
The second focus area of the SPP is to help financial planners build, run and exit their businesses. The SPP provides you with more effective, profitable ways to service your clients and creates real and sustainable value in your business. We offer you a full range of business support services including practice development, practice management, compliance, IT, investment implementation, efficient workflow and administration. Our aim is to ensure that all our strategic partners (SPs) continue to comply with international best practice and use the latest and most advanced financial planning techniques to the benefit of their clients, while building successful businesses.
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