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Evolved gives advisors the clarity and tools to elevate every client interaction, simplifying prep, strengthening advice, and creating a more efficient, client-focused practice.

Welcome to 2026! A new year brings new opportunities. Keeping to that theme we are proud to launch TrueRisk - our Risk G...
10/02/2026

Welcome to 2026! A new year brings new opportunities. Keeping to that theme we are proud to launch TrueRisk - our Risk Guidance Philosophy!

Most people have insurance. Few people know if it is actually protecting what matters most. TrueRisk helps you see where your real risks sit first, so your cover supports your life goals, not just policies. Speak to your financial advisor to discover your TrueRisk.

Are some of your clients nearing retirement but struggling to secure a stable income? Get in touch for insights on affor...
13/10/2025

Are some of your clients nearing retirement but struggling to secure a stable income? Get in touch for insights on affordable retirement options and unique products tailored to meet your clients' needs.

With the ICON Match Maker tool - you can see a range of innovative solutions you might not yet know about!

Discover another fantastic offering from Sanlam that many financial planners overlook!Allow your ICON solution specialis...
07/10/2025

Discover another fantastic offering from Sanlam that many financial planners overlook!

Allow your ICON solution specialist to enhance your relationships with clients by pinpointing the ideal product match; ultimately making your financial planning smarter, and growing your business. ✨

Here are 4 reasons why ICON and financial advisers like you, love PPS.1) Differentiated offering in the professional mar...
06/10/2025

Here are 4 reasons why ICON and financial advisers like you, love PPS.

1) Differentiated offering in the professional market
2) Long-standing reputation and trust (est. 1941)
3) Tools and support for advice-led planning
4) Loyalty-driven, profit-share model that supports long-term client retention (80% of premiums recieved have gone back to clients!)

Can you share any more great value offerings from PPS?

Let ICON help you identify unique opportunities with each of our product providers. ICON works with a range of top insur...
02/10/2025

Let ICON help you identify unique opportunities with each of our product providers.

ICON works with a range of top insurers and investment products to ultimately offer the best-fit solution for the financial planner's client.

📣 ICON is proud to welcome PPS into our partner portfolio.This means more choice. More strategy. More opportunity for YO...
30/09/2025

📣 ICON is proud to welcome PPS into our partner portfolio.
This means more choice. More strategy. More opportunity for YOU and your clients.
Stay tuned for launch events, adviser training, and product deep dives.

Big News. Bigger Value.We’ve partnered with PPS—a powerhouse in the professional market—to bring you even more depth and...
26/09/2025

Big News. Bigger Value.
We’ve partnered with PPS—a powerhouse in the professional market—to bring you even more depth and value through ICON.
Tailored advice. Enhanced solutions. More reasons to grow.
Watch this space.

Tired of the same old webinars?So are we.That’s why we’re launching Coffee Conversations — a fresh, informal video serie...
26/09/2025

Tired of the same old webinars?
So are we.

That’s why we’re launching Coffee Conversations — a fresh, informal video series with real stories and practical takeaways from financial advisers just like you.

Episode 1: Featuring the always-thoughtful Tim Rogers from GCI, Hilton.
Watch how he builds trust, tailors solutions, and uses ICON to do advance his world.

https://youtu.be/aWc4DJdjlY0

Our business has evolved, but our core values remain steady. They serve as the framework that unites our team and partne...
25/09/2025

Our business has evolved, but our core values remain steady. They serve as the framework that unites our team and partners, creating a unique culture, and exceptional partnerships with both product providers and financial advisers.

These guiding principles keep us in check, and inspire the ICON difference.

NEW SERIES! Coffee Conversations & Change Makers 🎬 Episode 1: Tim Rogers, GCI | Wealth Manager“ICON gives me the confide...
01/09/2025

NEW SERIES! Coffee Conversations & Change Makers

🎬 Episode 1: Tim Rogers, GCI | Wealth Manager

“ICON gives me the confidence to recommend what’s right for my clients.”

Real conversations. Real advisers. Real insights.

👀 Watch it now >> https://youtu.be/aWc4DJdjlY0

🌓 The Yin and Yang of Financial PlanningRisk insurance protects. Investments grow.One prepares for the “what ifs.” The o...
27/06/2025

🌓 The Yin and Yang of Financial Planning
Risk insurance protects. Investments grow.

One prepares for the “what ifs.” The other builds for the “what could be.”
Too much of one, and your client may be exposed. Too little, and they may fall short.

True wealth planning is about balance.
Let ICON help you find it. Read the full article here: https://www.icononline.co.za/blog/the-yin-and-yang-of-financial-planning

Insurance and Investments - striking the right balance.

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Woodstock

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