Without doing it alone. For advisors who want to put clients first, work alongside a team of specialists, and build something that lasts.
We hear the same things from advisors who end up joining us. Before we tell you what we offer, we want you to know: we see you, and we understand.
You became an advisor to help people, not to push products that serve someone else's bottom line. But the system keeps pulling you back to targets and quotas.
Compliance, paperwork, provider liaison, implementation. You spend more time on process than on the people you are supposed to serve.
Red tape, tied-agent restrictions, and rigid systems stop you from recommending what's actually right. You know the right answer, but the structure won't let you give it.
We support each other like a team, but we hold each other to high standards. You built your skills to help clients. We built Heptagon so you can actually do that.
A message from Corne Bouwer, Group CEO - coming soon
As a licensed independent FSP and Old Mutual franchise, you access every major insurer and investment house from day one. Recommend what is right for your client, not what someone tells you to sell.
A team of specialists across wealth, risk, tax, estate and retirement has your back. You bring the relationship. We bring the backup.
We don't measure success by products sold. We measure by the value created for our clients over time. We give more in value than we take in payment. That is not a slogan. It is how we run this firm.
Corne leads with 31 years of experience, supported by a team whose combined expertise spans more than a century. Learn from people who have walked the road and are still walking it.
We build around professionals, not the other way round. Your schedule, your style, your growth path. Supported, not constrained.
Operations, administration, compliance, and implementation. Handled by a dedicated team so you can focus on your clients.
Heptagon is known for integrity, independence, and client outcomes. That reputation works for you from day one.
Your book is yours. Your relationships are yours. Your growth is yours. We provide the platform. You build the practice.
If what you have read resonates with how you want to practice, we should talk. Just an honest conversation about where you are and where you want to go.