Industry Interview - Paul Bekker

One of FMI’s top producing Financial Advisers, Paul Bekker started his career as a Financial Adviser in 1981, joining a private brokerage as a partner. In 1984, he started his own company, Bekker Investment Trust. Based in KZN’s Port Edward, he has been working with FMI products for 4 years and believes that to be a successful Financial Adviser, you must be prepared to work hard and take the highs and lows in your stride.

1. Why do you recommend FMI’s products to your clients?

For the excellent benefits, back-up service, and efficient claims experience.

2. How do you get your clients to understand the importance of Income Protection?

A person’s income is their independence and also their greatest asset and risk factor. In this day and age, it is essential to have Income Protection as a safety net.

3. Any tips for being a successful Financial Adviser?

First and foremost, always do what is right for your client and give 110%. Listen, ask questions, understand your client’s goals, and always do an in-depth analysis of the client’s financial needs. You must also have a constant desire to increase your knowledge in the industry, build lasting relationships with your clients, and network as much as possible.