Grounded in Experience.
Driven by Creativity.
The Vision.
To democratise simply great financial advice - delivering the best value to customers, and enabling their financial freedom.
To achieve this, we want to work with independent financial advisers (IFAs), to give informed risk insurance advice to clients, allowing them to focus on investments and holistic financial planning, and enable practice profitability. We want to help clients get the best product-fit, value for money and the most effective use of premium; freeing up funds for investments & savings – enabling a better future.
Why do we exist?
Over 70% of new business sold in South Africa is to the same clients.
- MNG DATA STUDY 2020
Through our practice efficiencies and optimisation, we want to enable advisers to speak to a greater audience. Our goal is to give great-quality advice that will change the lives of over 10 million South Africans.
Only 6% of South Africans can afford to retire at 65.
- 10X INVESTMENTS’ RETIREMENT REALITY REPORT 2020
By more advisers doing business through ICON, we aim to double the number of South Africans who can afford to retire. Our vision has us putting 1.5 billion rand a year back into the pockets of clients.
Yet in the 55+ age group, clients are over-insured for life cover by 200%.
- TRUE SOUTH GAP COVER 2019
With ICON’s re-balancing approach, we can maximise risk cover and claims certainty, whilst working with advisers to radically increase savings and investments.
Meet the leadership team
Richard Bowman.
Founder, CEO.
Richard has been in the financial services industry since 1990 - working in the distribution of products to IFA’s. Richard’s predominant role was in Liberty – moving from regional management to running the largest Liberty franchise in the country for over a decade.
Richard has a passion for bringing financial freedom to more people, not just locally in South Africa, but on a global scale.
Jonathon Ritten.
Co-founder, Key Relationship Manager.
Following his career in hospitality, Jono worked as a Liberty broker consultant and helped build Liberty's first digital broker servicing franchise, which was bought by Liberty in 2018.
Jono was then involved in starting and developing the ICON distribution business as it is known today. Jono is a key driving force behind ICON’s success!
Kim Verster.
Head of Business Operations.
Kim is an integral part of our Team having filled various specialist roles over the years - working in operations and new business at various top-notch insurers and brokerages.
Kim is unwavering on execution and ensures every angle and avenue is fully explored. We are so grateful to have this powerhouse at ICON!
