Steady advisors walk with a small group of members every month. You are paid for your time, not for what you sell. Ten to fifteen hours a month, around your day job.Paid for your time, not for what you sell. Ten to fifteen hours a month, around your day job.
One review a month per member. Everything else is built to take minutes.One review a month per member. Everything else takes minutes.
You coach, budget and handle admin. Product advice goes through our licensed partner, so you never sell anything.You coach, budget and handle admin. Product advice goes through our licensed partner.
01
Prep
An AI brief before every session: what changed, what moved, what to raise. You read it in five minutes and add what only you know.An AI brief before every session: what changed, what moved, what to raise.
02
The session
Forty-five minutes. Agenda ticked, decisions typed, next steps dated. The timer logs your hours for you.Forty-five minutes. Agenda ticked, decisions typed, next steps dated. The timer logs your hours.
03
The plan
You build the budget step by step, with payees verified at the bank, and every move explained in plain words. The member accepts it; the app runs it.Build the budget step by step, payees verified at the bank, every move explained. The app runs it.
04
Between sessions
Requests, change requests and follow-ups arrive in one inbox with a deadline. Anything touching money waits for the member's tap.Requests, change requests and follow-ups in one inbox with a deadline.
Pay and standards
Paid for your time. Measured on your members' progress.
RateR450 an hour
Cap1.75 hours per member a month; extra sessions billed to members1.75 h per member a month
Retainer while your book fillsR1,500 a month
Kickoff and written planKickoff and planAbout R1,500 per new member~R1,500 per new member
Intro callsR150 each
PaidMonthly, on hours you log in the appMonthly, on logged hours
01Notes to the member within 24 hours of every session.Notes within 24 hours of every session.
02A written plan at kickoff, a revision each quarter.A plan at kickoff, a revision each quarter.
03Replies to change requests within one working day.Replies within one working day.
04No product recommendations; refer to the partner FSP.
05No commission, ever. Partner fees are disclosed to members.No commission, ever.
06Measured on your members' month-six pass rate, not on hours.Measured on members' month-six pass rate.
Who we are looking for
Newly qualified is welcome. Judgement and care matter more than years.
A BCom in financial planning or similar, the RE5 so you can be appointed under our FSP partner, and the patience to sit with someone who is embarrassed about money until they are not. We test for warmth and plain language, not jargon. Business owners, side hustles and first homes are the lives you will be working with.A BCom in financial planning or similar, the RE5, and the patience to sit with someone who is embarrassed about money until they are not. We test for warmth and plain language, not jargon.
QualificationBCom Financial Planning or equivalent
RE5Required to be appointed as a representativeRequired
ExperienceAny; a senior mentor for your first six monthsAny; a mentor for six months
Hours10 to 15 a month, evenings and weekends work10 to 15 a month
ChecksIdentity, criminal and credit, two referencesIdentity, criminal, credit, references
How to join
Apply in an evening. Interview within a week. Training in two.
01
Apply
Credentials, documents, two written answers. One of them: explain compound interest to a nervous 25-year-old.Credentials, documents, two written answers.
02
Interview
Thirty minutes with Katleho or a senior advisor, including a short role-play: a member asks whether to buy a car.Thirty minutes, with a short role-play.
03
Agreement and training
A plain-language contractor agreement, seven short modules, and one live session shadowed with a senior advisor.A plain-language agreement, seven short modules, one shadowed session.
04
Your first members
Two members matched to you, your first kickoff booked, a mentor checking in monthly.Two members matched to you, your first kickoff booked.
Four advisors for the founding cohort.
Training in December. First members in January. Apply in an evening.
