We often talk about the adviser as the face of the client relationship. But behind that relationship is a team helping to keep everything moving.
Carol Kruger describes the administrator as the link between the client and the adviser — a role that involves far more than simply processing instructions.
There is clarification, follow-up, problem-solving and relationship management. And throughout it all, communication needs to remain accurate, professional and constructive.
That is the part of financial advice support that clients may never see, but it can have a real impact on their experience.
Over the next few weeks, we’re introducing you to some of the people behind BRISCH — and giving you a better look at the work that happens behind the scenes.
Brisch Administration Services
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At BRISCH, we empower financial advisors by providing tailored administrative, compliance, and operational support.
Our team helps you streamline your back-office processes—so you can focus on growing your practice and delivering excellent client service. BRISCH consists of two divisions, BRISCH Administration Services and BRISCH Wealth Managers. Our Administration team creates a support platform for our Financial Planners which enables our Financial team to go about their business of providing clients with pro
03/09/2026
You know the BRISCH name. But do you know the people behind it?
September is all about introducing you to the people who make BRISCH work every day. Different roles. Different experience. Different personalities. But one shared focus: helping advisory practices keep things moving.
Because good support starts with good people.
28/08/2026
The BRISCH team is match-ready!🏉
We’re proudly backing the Bokke as they take on New Zealand tomorrow! The supporter gear is on, the team spirit is high, and we’re ready to get behind the boys in green and gold.
Come on, Bokke! 🇿🇦
28/08/2026
August focus: COFI Is Coming — What Does 'COFI Ready' Mean?
Three themes from your comments and DMs:
1. Many practices feel pressure to claim readiness early. Our position remains measured: COFI is a Bill, introduced April 2026, still progressing. Caution matters.
2. The most valuable conversations were operational, not legal: Where is information stored? How consistent are processes? Can we reconstruct history?
3. Evidence matters more than intention. The ability to demonstrate what happened — retrieval, communication history, responsibilities, status of activity — supports both continuity and client outcomes.
Thank you to everyone who read and challenged the blog.
September we move to: Scaling Without Losing Control — what usually breaks during growth, and when not to grow yet.
What operational question should we tackle there?
26/08/2026
We started August by asking: is BRISCH COFI ready?
Our answer has been deliberately measured.
COFI was introduced in April and remains a Bill. The legislative process is still underway, so claiming certainty wouldn't serve practice owners well.
What the conversations this month have reinforced is something more practical.
The practices asking the best questions right now aren't asking "are we compliant for a future framework?"
They're asking:
Where does our client information actually live?
Can we see the history of a client relationship without relying on memory?
Where does work get stuck on the way through the practice?
Those are operational questions. Not compliance projects. And they're valuable to ask now, regardless of the final shape of COFI.
Thank you to everyone who read, commented and shared our August blog. You can still find it at brisch.co.za/blog — by Callie Strydom, Head of Commercial.
Note: This does not constitute compliance advice. COFI remains a Bill.
26/08/2026
BRISCH Administration Services is looking for a Wealth Administrator to join our team.
If you’re an experienced financial services professional who is detail-oriented, client-focused and passionate about delivering excellent service, we’d love to hear from you.
The ideal candidate has:
• 5+ years’ experience in the financial services industry
• Strong product administration experience
• Excellent Afrikaans and English communication skills
• A strong eye for accuracy and detail
• A commitment to great client service
We offer a competitive salary, a positive company culture, and training and guidance to support your growth.
Interested? Read more at brisch.co.za/careers or send your comprehensive CV to [email protected]
Please feel free to share this opportunity with someone who may be a great fit!
26/08/2026
We’re hiring!
BRISCH Administration Services is looking for a Healthcare Administrator to join our team.
If you’re an experienced healthcare administration professional who is detail-oriented, client-focused and passionate about providing excellent service, we’d love to hear from you.
The ideal candidate has:
• 5+ years’ relevant healthcare administration experience in the financial services industry
• Strong knowledge of medical aid, insurance, GAP cover and employee benefits
• Experience with new business, client servicing and claims
• Excellent Afrikaans and English communication skills
• A strong focus on accuracy, record keeping and meeting deadlines
We offer a competitive salary, a positive company culture, and training and guidance.
Interested? Learn more at brisch.co.za/careers or send your comprehensive CV to [email protected]
Please feel free to share this opportunity with someone who may be a great fit!
21/08/2026
Final thought from our August blog:
The practices best positioned for regulatory change are likely to be those that already understand how work moves through their business, maintain reliable information, create clear accountability, and can demonstrate what happened throughout the client relationship.
Use these 6 questions this week:
1. Where is client information stored?
2. How consistently are processes followed?
3. How easy to reconstruct history?
4. Where reliance on memory?
5. Where handovers unclear?
6. Could you demonstrate outcomes?
Sensible business questions now, regardless of when COFI takes effect.
So, is BRISCH COFI ready?
Our answer is deliberately measured.
What we can say is that we are actively following the development of COFI and considering what the direction of conduct regulation means for the advisory practices we support.
The operational principles at the centre of our work are already relevant to that conversation:
• Quality client data
• A clear history of client engagement
• Structured processes
• Defined responsibilities
• Reliable records
These are not guarantees of future regulatory compliance, nor are they a substitute for appropriate compliance advice. They are, however, strong operational foundations for a business that needs to adapt as regulatory expectations evolve.
That's where our conversation about COFI readiness begins.
14/08/2026
From our August blog: COFI Is Coming
That is where the COFI conversation starts becoming relevant beyond the compliance function.
When workflows are consistent, communication is recorded, and responsibility is clear — you support both client outcomes and business resilience.
What we see in practice: When compliance feels heavy, it is rarely because requirements are excessive. More often, underlying processes are not designed to support them.
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Oxford House, Unit 11, 29 Oxford Street, Durbanville
Cape Town
7550
Opening Hours
| Monday | 08:30 - 17:00 |
| Tuesday | 08:30 - 17:00 |
| Wednesday | 08:30 - 17:00 |
| Thursday | 08:30 - 17:00 |
| Friday | 08:30 - 16:00 |