
Adviser Insurance Review Assistant
Gauteng, South Africa
Z Brokerage
DIRA manages the entire pre-advice review process on behalf of the financial adviser. Its objective is to ensure that every client receives a structured annual insurance review while allowing the adviser to focus on professional analysis and regulated financial advice.
Hi, I'm Willem's assistant. He asked me to chat with you before your meeting - it helps you think things through so nothing gets missed, and Willem can come prepared. Everything you share here is between yourself and Willem - nobody else sees it.
Has anything big changed in your life since you last spoke to Willem?
pieter@molo.page
Phone
0832252986