About
Established in 2016
Bullion started out as a management & administration services company rendering back office administration & Financial Planner Management services to financial planners on behalf of an FSP whilst allowing the Financial Planner to focus on being a Financial Planner. Over time we realised the need in the market was not only administration & management services but also management of business development resources and broader product distribution & development offering that would allow FSP’s and Financial Planners to tend to the growing Financial Planning needs of their clients.
We believe that Financial Planning done correctly has the potential to change the socio-economic landscape of South Africa. Imagine a country where most people are independently wealthy, generation after generation due to the professional intervention of a Financial Planner. What kind of economy might we have then?
Jan Muller
Intent
Understanding the need & providing solutions to FSP’s & Financial Planners in relation to the development of their practices be it in the form of Broader Product Solutions, Product Development, Process Development, Technology implementation & Financial Adviser Development & Management
Growing the Product Range is equally important as the understanding of and the matching of said product range to the need of the market of the FSP & Financial Adviser. The Intent therefore is not limited to Providing a product range to the FSP & Financial Adviser but to ensure that the FSP & Financial Adviser understands the application of the Products in the market with the use of technology available.