HISTORY
We have over 34 years of experience in the Financial Planning Industry.
Our experience range from financial advisers, business analyst in the development financial planning systems, financial planning systems training, legal technical training and support to financial advisors.
BUT WHY
Our mission is to share our experience and knowledge to the advisor community by assisting in all functions crucial to industry needs.
We want to ensure that all financial advisors have access to the knowledge and information for a successful career. Within an ever-changing industry and economy, updating one’s knowledge and business ensures current, effective and reliable advice and business.
DREAM
We want to change the public view of the South African Financial Planning industry. By providing efficient services and training to our Financial Planners, encouraging the community to grow, we aim to be on par with any big international industry thus enhancing our industry and our economy.
CONNECT
Connect with us on our social media platforms and join in on the conversations. Let us know what you need, where we can help and what ideas you have. Let’s work towards a greater industry and bigger success, together.
