Money Maestros Conference 2025 — One Day. One Venue. World Class Speakers.

Be part of the conference that brings together 7 of the most impactful speakers from across the US, UK and South Africa — built to energise, inspire, motivate and your thinking in a single powerful day....

Featured

If you don’t pay, you don’t stay

Tim Slatter, Creator of Contatto and Director, Slatter Communications

Tim Slatter, Director at Slatter Communications looks at why authentic communication could be a hidden key to client retention....

Thought Leaders

	If you don’t pay, you don’t stay Tim Slatter, Director at Slatter Communications looks at why authentic communication could be a hidden key to client retention....
	Trump 2.0 Rob Macdonald, Independent Consultant, encourages financial planners to focus on their Circle of Control. The more you have planned your communication and implemented it consistently, the more likely you will influence client behaviour....

More Features

	Succession planning for independent financial advisors in South Africa Succession planning is a critical yet often overlooked aspect of managing an Independent Financial Advisory (IFA) practice in South Africa, writes Péru du Toit Founder, IPSE Tech Law Services...
	The hidden complexities of trust beneficial ownership compliance According to Sandile Khumalo,LLM (Unisa), FPSA®, GTP(SA), Fiduciary Practitioner, Lex24, financial advisors frequently recommend the use of trusts as an estate planning tool and in some instances, they serve as the professional trustee on client trusts....
	A shift up and to the left By understanding their unique strategies and regulated nature, investors can leverage the true potential of hedge funds to achieve higher returns while effectively managing risk, writes Francois Olivier CA(SA), CFA, Portfolio Manager, Mazi Asset Management and Stephan Engelbrecht, Portfolio Manager, Mazi Asset Management....
	Impact and returns: why financial planners should consider ACOF Financial planners are often faced with a key challenge when advising clients: balancing the desire for strong financial returns with the growing demand for investments that drive positive social and economic impact, writes Warren Wheatley, CEO of Altvest Capital....
	Survival of the fastest With the arrival of Artificial Intelligence into the mainstream world, we find ourselves at a point of optimism over the future in this cycle of technology innovation, writes Doug Nicol, Investment Analyst at Fundhouse....
	Record of advice: various definitions often lead to misinterpretation Anton Swanepoel, Founder of Trusted Advisors, states that some advisors refer to the client proposal as the record of advice and others refer to a quotation as the record of advice, both of which are only partially correct....