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Company information
Legal name
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Contact information
hennie@molo.page
Phone
0718607703
Website
https://www.spectrewealth.co.za
https://za.linkedin.com/company/spectre-wealth-pty-ltd
Spectre Wealth Connect
16 Apr 2025
The Employee Benefit financial advice toolkit
To deliver the best advice, advisers need practical tools that simplify day-to-day work — from client onboarding to compliance. This toolkit includes everything you need to stay professional, efficient, and adviser-ready.
Essential Resources
Compliance Documents
- FAIS license copies
- B-BBEE certificates
Client Materials
- Benefits comparison tools
- Customizable presentations
Templates
- Client meeting agenda
- Benefits review checklist
