Partner With PSG | PSG

Partner with PSG

Why partner with us

As a PSG adviser, you will own a significant majority of your income stream while having access to a wide range of best-of-breed product providers and products.

We aim to stimulate growth for your business by providing the support that enables you to maximise your time with your clients, saves you money and gives you peace of mind.

Our adviser support services

We also provide the full range of adviser support services that you will need to deliver quality advice to your clients and build your business:

Administrative support

HR, financial and operational

Training and development

Induction and ongoing development initiatives

IT and CRM

A comprehensive practice management tool, online planning aids and disaster recovery sites

Technical advisory services

Specialist in-house advice on investment planning, tax, legal and more

Marketing support

Branding, design and client communication

Succession planning

Contingency planning and securing the future of your business

Compliance and Risk Management

PSG pays FSB levies, acts as key individual and has professional indemnity cover on behalf of advisers

PSG Financial Services +27 (21) 918 7800

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