Enabling Independent Financial Advice to thrive.
A shifting world requires new thinking and approaches to solve both today and tomorrow’s problems.
At ICON, we’re driven by the single need that South Africans need access to better quality financial advice. We want to help democratise great advice, so that more clients can have the financial planning they need to live a happy and prosperous life.
We are achieving this goal by bridging a gap between Insurers and Independent Financial Planners who align with our philosophy of how Risk and Investment Planning can and should be done.
Whilst we have technology and systems to augment our adviser engagements, at our essence we are a group of highly skilled, experienced industry partners who work day-to-day with Advisers and their support staff to deliver the best results for their clients. Our model replaces the traditional Broker Consultant, allowing you a central point of access to product solutions that sit within the ICON stable. This saves financial advisers time, money, effort and administration.
Welcome to the Revolution.
How are we helping Financial Advisers thrive?
At every stage of the Advice Journey, we give you back time.
Time to see more clients, and optimise your practice. In a nutshell - working with ICON will give you back money-making hours.
We help you take the risk out of giving risk advice -
with a replicable, defensible, product agnostic Risk Guidance View - all with the clients’ best interest at heart.
We help make sense of the product noise in the market,
by giving you independent and credible product information (simplifying the product selection process).
We increase your sales opportunities,
and quote conversions by using a ‘best of breed’ cover solution that you can’t get elsewhere (leverage the best components of our product partners).
Product Partners.
We have relationships with various insurers and investment platforms that utilise ICON’s distribution footprint to reach more quality Independent Financial Advisers. This not only helps bring the insurer’s sales costs down (that in time can be passed back to the client), but also, delivers superior value for advisers, and their customers, through impartial solutions and collaboration.
There are four key factors that we measure products up against: premium sustainability, claims certainty, future insurability, and product flexibility / niche solutions. Service and values are just as important - and we choose partners that are forward-thinking, agile, innovate and passionate about changing the industry for the better. We will continue to onboard risk and investment partners as we build up our value proposition to independent financial advisers.
