The vital role of tax-directive simulations in the retirement process
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The vital role of tax-directive simulations in the retirement process

If you are planning to exit a retirement fund, you need to know how much tax you will pay. A tax directive simulation can help you estimate your tax liability and plan your finances accordingly. Find out how this tool works and why it is vital for your retirement process.

A fresh perspective on the value of compliance ft. Julie Anley – S3E39
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A fresh perspective on the value of compliance ft. Julie Anley – S3E39

a fresh perspective on the value of compliance and will make you rethink its role.

Important considerations when getting a virtual assistant ft. Henry Walton – S3E36
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Important considerations when getting a virtual assistant ft. Henry Walton – S3E36

A discussion about important aspects that must be considered when you want to make use of virtual assistants and we share practical examples of what works well and what does not.

Adapting to the new world of financial advice and wealth management – S3E34
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Adapting to the new world of financial advice and wealth management – S3E34

A discussion about adapting to the new world of financial advice and wealth management

The Power of Outsourcing to Get Your Time Back – S3E32
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The Power of Outsourcing to Get Your Time Back – S3E32

We discuss outsourcing as a solution. We uncover which areas are great to consider, the different options, other resources, and how to let go of the control most of us seek to maintain.

Getting the most out of technology for your financial planning practice – S3E31
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Getting the most out of technology for your financial planning practice – S3E31

A discussion about solid principles and approaches you can and should follow to ensure you get the most out of the technology you implement and use in your practice.

S3E19 – Building trust and creating value that unlocks opportunity ft Tim Vieyra
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S3E19 – Building trust and creating value that unlocks opportunity ft Tim Vieyra

Francois du Toit talks with the co-founder and CEO of Comotion Business Solutions and Seed Analytics, Tim Vieyra about the challenge of data and reporting on investments, the importance of solving the problem, and the trust and value that is created in the process.

S3E16 – Building incredible solutions with the right partnerships ft. Georgina Smith
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S3E16 – Building incredible solutions with the right partnerships ft. Georgina Smith

Francois du Toit and Georgina Smith, Head of Distribution: Investment Platform at INN8 discuss the INN8 journey, how they partner with advisers, and how they are helping advisers with practice management.

S3E15 – Being an early adopter and exploring the new digital frontier ft. Kobus Kleyn
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S3E15 – Being an early adopter and exploring the new digital frontier ft. Kobus Kleyn

Kobus Kleyn is at the forefront of adopting the new way of working and embracing the new opportunities it brings for both his clients and his practice. Join Francois du Toit and Kobus Kleyn as they discuss this new world and how to approach and embrace what is at our doorstep.