About PROpulsion: Empowering Financial Planning Professionals

PROpulsion is a vibrant community of financial planning professionals united by a shared drive for growth and excellence. Established in 2016, we’ve become a trusted hub where financial advisers, planners, and FSP owners across South Africa connect to learn, exchange insights, and provide mutual support.

Why We Do What We Do

We firmly believe the financial planning profession deserves the best: superior resources, stronger connections, and unwavering support for those doing this vital work. When financial planners enhance their skills and knowledge, their clients directly benefit. And when clients receive better advice, lives are transformed for the better.

Our purpose is simple: to help you build your skills, expand your business, and make a tangible difference in people’s lives.

Our Core Principles

• Putting People First: Your success and your clients’ well-being are our top priorities.
• Quality Without Compromise: We provide resources and training that deliver genuine results.
• Lifelong Learning: We believe the best professionals are always growing and evolving.
• Honest Support: We offer direct, constructive feedback to help you truly improve.
• Inclusivity: Whether you’re just starting or leading a large practice, you belong here.
• Enjoyable Growth: We strive to make professional development engaging and inspiring.
• Action-Oriented: We focus on practical steps that lead to measurable outcomes.
• Embracing Innovation: We leverage technology and innovation to simplify your professional life.

Who We Help

PROpulsion is designed for financial planners, financial advisers, FSP owners, and the managers and key personnel within advisory firms who are committed to doing better work.

Whether you’re running an established practice aiming to elevate your standards, new to the profession and seeking practical guidance, or somewhere in between and looking for fresh ideas and connections with peers who understand your challenges – we are here to help.

The only prerequisite is a genuine commitment to delivering excellent work and helping your clients succeed.

Become a PROpulsion Member

• Join PROpulsion Community and be part of the vision.
• Become part of the journey to being part of the ultimate destination for financial planning professionals and business owners.
• Join our Financial Planners Community of choice where you can belong, grow, and thrive.