Allan Spies

I started with in Financial Services with a Liberty Life franchise in 2001 at the age of 24. I was told that for someone at my age to survive in the insurance industry would be a big challenge, I beat the odds by winning rookie of the year in 2002 and then going on to be one of the Liberty Chairman’s challenge winners in 2003. I quickly grew my client base to 300 clients, in early 2004 a group of 6 advisors including myself broke away from the aforementioned franchise this resulted in the birth of the Quattro Group of which I am a founding member and divisional director. I have now grown my client base to just fewer than 900 active clients and I have 4 support staff which includes a Para-planner assisting me with the daily operations. I have an investment book with an approximate value of R450,000,000. I have a team of 6 advisors that I mentor and supervise. because of the team I have behind me we have successfully managed to qualify in the Top 30 with Momentum for over 10 years. I enjoy helping others succeed. I have a young family and am also involved in other business’s which gives me the ability to give advice based on personal experience. I believe that you should treat every person as your equal and your family must never suffer at the expense of your career.