How and why a financial planner should use a DFM

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Join us for an exclusive round table discussion with three of the country’s top investment and financial planning professionals, focused on Discretionary Fund Managers. They answer the question of “how and why a financial planner should use a DFM”.

Register today, free of charge, to stay informed of future round table discussions


Expert Panel

Moderator 

Andrew Finlayson, Co-Founder, Maven Wealth

Andrew was educated in Cape Town – at SACS and Stellenbosch University – before starting his career in Wealth Management. He started as an analyst and portfolio manager at BoE Private Clients before moving to Citadel Wealth Management where he became a director after several years advising clients and driving the business development initiatives. 

In 2015, Andrew left the corporate world to establish Maven Wealth with his brother Paul. Their intention was to partner with a small number of clients, providing independent, objective advice and investment management across their entire balance sheets.

Seven years later, it appears this ‘formula’ has been well received as the business has continued to thrive alongside their clients. 

Outside of work, Andrew loves to spend time with his wife, Maryanne and their three kids. He loves travelling and will do whatever exercise is going. He is a self-confessed padel addict.

E: andrew@mavenwealth.co.za 

Speakers

Head of Equilibrium
Florbela Yates, Head of Equilibrium
Craig Gradidge, CFP®, BCom(Wits), BCom Honours(UNISA), Post Grad Diploma in Financial Planning(UFS) and MBA (UCT), Investment and Retirement Planning Specialist,  Gradidge-Mahura Investments
Craig Gradidge, CFP®, Gradidge-Mahura Investments

Head of Equilibrium | Dynamic Female Leader | Believer of the Value of Advice as a driver to add value to financial advisers & practices to build solutions delivering achievement of financial goals for clients.  

Gradidge-Mahura Investments is South Africa’s only Black owned FPI approved Professional Practice.