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Current Poll
Other Polls
Ran from 26 Mar 2026 to 30 Apr 2026
Before acting on a client withdrawal instruction we always:
| Check for inconsistencies (12.5%) |
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| Confirm with client on record (0%) |
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| Verify bank account details (0%) |
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| Verify source documents (0%) |
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| All of the above (87.5%) |
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Ran from 24 Mar 2026 to 30 Apr 2026
Do you think AI-human advice models will stand the test of time?
| AI will take over (31.25%) |
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| Humans will prevail (18.75%) |
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| Hybrids have potential (12.5%) |
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| Too soon to tell (37.5%) |
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Ran from 19 Mar 2026 to 31 Mar 2026
In your engagements with clients, how often would you recommend moving from offshore discretionary structures into offshore endowments?
| Hardly ever (0%) |
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| More often than before (42.86%) |
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| Occasionally, subject to modelling (28.57%) |
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| Often, for HNW clients (28.57%) |
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Ran from 17 Mar 2026 to 31 Mar 2026
What is having the biggest influence on your current onshore versus offshore asset allocation decisions?
| Conflict and geopolitics (75%) |
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| Interest rate expectations (0%) |
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| Rand-dollar view (25%) |
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| Valuations (0%) |
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Ran from 12 Mar 2026 to 31 Mar 2026
The latest thinking on sustainable retirement income points to blending life and living annuities. Is blending part of your advice strategy?
| Depends on client needs (64.29%) |
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| No, life or living only (0%) |
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| Rarely use blended (7.14%) |
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| Yes, always (28.57%) |
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Ran from 10 Mar 2026 to 01 Apr 2026
How confident are you in your understanding of claims-made vs. loss-occurrence policies?
| Very Confident (60%) |
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| Somewhat Confident (30%) |
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| Not Confident at All (10%) |
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Ran from 08 Mar 2026 to 31 Mar 2026
Which one of the following cyber risks are you or your clients most concerned about?
| Business email compromise (0%) |
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| Data theft and extortion (20%) |
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| Deepfake impersonation scams (20%) |
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| Third-party vendor breaches (0%) |
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| All of the above (60%) |
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Ran from 02 Mar 2026 to 31 Mar 2026
Which of the following Budget 2026 measures are most likely to spark adviser-client discussions?
| Higher TFSA limits (28.57%) |
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| Medical tax credits (42.86%) |
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| Offshore allowance increase (0%) |
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| Retirement fund deductions (28.57%) |
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Ran from 26 Feb 2026 to 31 Mar 2026
What should financial advisers prioritise to stay relevant in the future?
| Embrace technology: Leverage AI and digital tools for more efficient advice (0%) |
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| Adapt to generational shifts: Focus on digital-first, personalised experiences for younger clients (0%) |
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| Enhance client experience: Build seamless, proactive engagement through multiple channels (60%) |
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| Focus on strategic partnerships: Transition from product specialists to trusted partners offering holistic advice (40%) |
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| Stick to traditional methods: Continue focusing on in-person, product-centric advice (0%) |
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Ran from 25 Feb 2026 to 20 Mar 2026
The best way to get exposure to global healthcare innovation is:
| Actively managed offshore equity fund (100%) |
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| Direct global shares (0%) |
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| Local listed healthcare shares (0%) |
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| Thematic healthcare ETF (0%) |
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