Grow your practice on a platform built for modern retirement investing
Prospr brings SIPP-style investing to South Africa, combining direct shares, ETFs and unit trusts within a retirement annuity structure. As investors seek greater flexibility and control over their retirement savings, advisers have an opportunity to deliver more relevant advice, retain assets that might otherwise move to DIY platforms, and participate in a larger share of their clients’ financial lives.
Advisers remain central to better outcomes
Investment flexibility does not eliminate the need for advice. Many investors want greater control over how their retirement savings are invested, but not everyone has the confidence, experience or time to make those decisions alone. Even highly engaged investors often benefit from professional guidance during major life events, market volatility and retirement planning decisions. Prospr combines investment flexibility with adviser support, allowing clients to choose the level of guidance that is right for them.
Flexible when clients want it
Clients can invest in direct shares, ETFs and unit trusts within a retirement structure, giving them greater control over how their retirement savings are invested.
Advice when it matters
Whether clients want ongoing portfolio management or occasional guidance, advisers remain available to help clients make informed long-term decisions and stay focused on their retirement goals.
Built for both adviser-led and self-directed investors
Some clients prefer a hands-on adviser relationship. Others prefer a more self-directed approach. Prospr supports both without forcing a one-size-fits-all model.
What the partnership includes
Joining the Prospr adviser network gives you access to a retirement solution designed around adviser-led relationships and long-term client outcomes.
Retirement investing reimagined
Offer clients access to direct shares, ETFs and unit trusts within a retirement annuity structure, while remaining compliant with Regulation 28 requirements.
Adviser dashboard and client visibility
Monitor client portfolios, contributions and account activity through a dedicated adviser view designed to support ongoing client engagement.
Bring personal advice to workplace retirement savings
For decades, workplace retirement assets have largely sat outside the reach of independent advisers. Prospr creates opportunities to engage members directly, provide personalised retirement advice, and participate in recurring retirement contribution flows throughout a client's working life.
A differentiated advice proposition
Offer a retirement solution that combines investment flexibility with professional advice, helping your practice stand apart in an increasingly competitive market.
This network is right for you if…
You're a registered independent financial adviser
You are authorised to provide financial advice and are committed to helping clients achieve better long-term retirement outcomes.
You want to remain relevant in a changing advice landscape
As self-directed investing grows, you want to offer clients the flexibility they expect while continuing to add value where advice matters most.
You want to deepen client relationships over time
You see retirement planning as a long-term journey and want to support clients through every stage of wealth accumulation and retirement preparation.
Apply to join the adviser network
We are working with a select group of founding adviser partners who want to help shape the future of retirement investing in South Africa. Whether your focus is wealth management, retirement planning or holistic financial advice, we’d welcome a conversation.