Ep. 0 – Introducing PROpulsion – The Financial Professional’s catalyst to exponential growth
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Ep. 0 – Introducing PROpulsion – The Financial Professional’s catalyst to exponential growth

In Episode 0 (zero), Francois du Toit introduces PROpulsion. He discusses why he started the podcast, who the podcast is for, our mission, the format, guests we will interview and a few other bits and pieces. Transcript: 00:00 We’ve been thinking about starting a podcast for the last two years, but there were always like,…

Session Privée for Financial Professionals
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Session Privée for Financial Professionals

On Thursday 20 September 2018 we launched our brand new offering called Session Privée.  Session Privée is French for “private sessions”. Session Privée offers face-to-face sessions to financial planners, advisers, broker consultants, paraplanners, accountants, bookkeepers, and tax practitioners. Watch the 1-minute launch video: How many people can attend a session? Attendance is limited to only 8…

Exemption of Services Under Supervision – New Consultation Paper – Impact on new Fit and Proper Requirements
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Exemption of Services Under Supervision – New Consultation Paper – Impact on new Fit and Proper Requirements

The FSCA published a new consultation paper on “Exemption of Services under Supervision” dated 31 July 2018. We highlight the proposed changes that impact the Fit and Proper requirements specifically.  The paper addresses more than just the Fit and Proper requirements and we will provide more details in a follow-up article. You can download the consultation…

Are you a Financial Planner to Healthcare Practitioners?
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Are you a Financial Planner to Healthcare Practitioners?

Did you know? Recently, a number of Financial Planners have contacted me regarding planning for Healthcare Practitioners. Their questions included: A doctor wants to explore options to reduce his tax liability. Can he register a Private Company? If so, would this be tax-efficient? A family member of the Healthcare Practitioner wants to invest in her…

How disastrous is the impact of the new VAT rate on a client’s investment?
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How disastrous is the impact of the new VAT rate on a client’s investment?

Much is being said about the new VAT rate of 15% that will become effective on 1 April 2018 in South Africa. Yes, we are talking about billions of Rands that it will raise, and as a consequence, leave consumers a little poorer, but I was keen to see the impact it will have specifically…