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Where to tech, and when to human

Technology is transforming the financial advice industry and the financial planning profession, writes Francois du Toit, Founder of PROpulsion.
Round Table: Investing Offshore

Protected: Investing Offshore – Round Table Discussion

Join us for an exclusive round table discussion with four of the country’s top investment and financial planning professionals, focused on investing offshore and how to structure financial plans to suit each clients needs and objectives.

Enhancing client well-being through holistic planning

Kim Potgieter CFP®, Director, Chartered Wealth Solutions, discusses ways that planners can adequately equip their clients for a life that is financially and mentally healthy.
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