Agenda
Tuesday
7 October 2025
* The draft agenda is subject to change
- 08:50 - Opening and Welcome
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09:00 - Keynote - The four pillars of a thriving advisory practice - Thembisa Luthuli, PPS
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09:35 - Keynote - The Values-Aligned Advisor: The 9.5x Mandate - Redefining value in an age of distrust - Lizanne van Eeden, BDO Wealth Managers
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10:10 - Keynote: The Holistic Adviser: Financial wellbeing - which outcome would your client value most? - Marius van der Merwe, Amity Investment Solutions
- 10:45 - Comfort Break
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11:15 - Keynote - The Tech-enabled Adviser: How your clients are using AI for their financial planning - Francois du Toit, PROpulsion
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11:50 - Keynote - The Resilient Adviser: CoFI - Forging a resilient practice for 2026 and beyond - Anton Swanepoel, Trusted Advisors
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12:40 - Summary - Key Takeaways and Next Steps - Ben Charlton, PROpulsion
- 12:55 - Closing and End of the Summit
* Agenda and times are subject to change