In 1991, Alfred started his career training and developing financial advisers, and building distribution models in the Unit Trust industry. He moved into the role of Area Manager (Financial Advice) for Standard Bank Financial Consultancy in 2001 and later became a Franchise Principal for Discovery Financial Consultancy in 2009.
His wide industry experience enabled him to embark on his own advice practice in 2010 which he consolidated at Old Mutual in 2012. Here he invested in lifestyle financial planning and became an Integrated Wealth Planner, one of a select few. Alfred notes that he saw “an overwhelming need for advice rather than sales” – an approach which became a game-changer in the industry. His insights into this role and the strategic outcomes of this approach saw him partner with Adviceworx in 2018.
Alfred’s preference for long-term advice relationships is based on his holistic financial approach which situates financial planning as a life journey. That he is IBCC certified (Integrated Behavioural Coaching) adds an integral dimension to his lifestyle planning as it helps clients understand their relationships and behaviours around money.
Describing himself as analytical, and detail-orientated he values integrity, trust and open communication.