Mduduzi Luthuli started Luthuli Capital, with his wife Trudy, two and a half years ago after he couldn’t find the kind of wealth management job he envisioned. He went through a horrendous ordeal in 2014 that strengthened his views, commitment and determination to become the best financial adviser and investment manager he can be to his…
Financial wellness is a topic we often discuss in relation to clients and consumers. However, a challenge for many financial advisers, especially in the early days, is to manage their own finances while building a new practice and ensuring their own financial wellness. Francois du Toit, CFP® discusses the first step that financial advisers can…
Arno Burger, CFP® started his practice as a young, 25-year old in a flatlet at the back of his house in 1992. His clear vision and strong work-ethic quickly got him to move to bigger offices. In 1994 he started charging fees, and although it was by no means perfect, he pioneered the business model in…
With a career spanning over 25 years, Mariette Tappan decided to take herself out of her comfort zone. To challenge herself. With the aim of providing her clients with a powerful proposition by helping them through significant changes in their lives, so they can move forward. This led her to the Financial Transitionist® Institute in…