A Tech-focused event just for you!

We listened and have set out to bring together the best technology solutions and providers for you, all in one place.

We are bringing you a brand-new format, the best keynote speakers, forward-thinking panelists, showcases and demos.


No more long keynotes you must sit through! The best keynote speakers are set to deliver impactful messages and insights in 15 minutes!


We address a variety of thought-provoking topics, issues and opportunities technology offer you in your practice and business.


You get to see live demos of various different technologies from leading providers. You also have the opportunity to engage on a 1-to-1 basis if you want.

Here is Francois sharing everything you need
to know in 2 minutes

Who should attend?

FSP Owners

Franchise Principals

Operations Managers

Financial Planners

Financial Advisers



Technology Officers

Compliance Officers

Office Managers


Bringing an amazing event to life is often impossible without the support of sponsors.



A collection of live virtual sessions bringing the worlds of financial planning and technology closer than ever before.



Not The Usual Suspects

A live virtual event that promises a new and exciting experience


Johan Steyn

Johan is a leading Human-Centered Artificial Intelligence Advocate and global speaker, recognised as the Best AI & Robotics Management Consultant in 2019 by Wealth & Finance magazine and a finalist for the 2022 IT Personality of the Year Award, who contributes extensively to the discourse on emerging technologies through his roles as a researcher, professor, and prolific writer.

Per Lagerstrom
& Herman Schoeman

Per, co-founder of Sure and inventor of BehaviorTech, combines extensive strategy consulting experience with entrepreneurial insight to offer global senior advice on strategy and digital, challenging conventions and energising decision-making processes.

Herman is a distinguished leader in the financial services sector, with a career marked by significant roles, including managing director at Guardrisk and recipient of "The Lifetime Award" at the 2012 Cover Excellence Awards, now focusing on InsurTech investments following his retirement.

Kobus Barnard

Kobus, CEO and co-founder of Allegiance Consulting, has transformed the company into a fintech leader through innovative financial planning and the development of the Avalon platform, demonstrating a commitment to technological advancement and empowerment in finance, inspired by his philosophy of ikigai.

Kirsty du Toit

Kirsty, director of Financial Planning at Asset-Map South Africa and Certified Financial Planner, revolutionises client engagement by prioritising simplicity, visualisation, and communication, enhancing the financial decision-making process.

Tiaan Herselman

Tiaan, Head of Proposition at Old Mutual Wealth and a Certified Financial Planner®, has dedicated 13 years to the financial services industry, evolving from a financial planner to a fintech and thought leadership role, currently pursuing an MBA and passionately advocating for the value of financial planning advice.

Panos Leledakis

Panos, an Insurance Futurist and pioneer with 20 years of experience, known for inventing award-winning insurance software and significantly contributing to the industry's digital transformation, focusing on millennials, Gen Z, and cutting-edge technologies. As president and CEO of IFAAcademy, he leads in educating insurance and financial consultants globally, aiming to redefine the role of insurance consultants as Risk Management Scientists.


Panel Discussion 1 -
Building Business Efficiency Without Losing the Client Connection

Guy Holwill, CEO, Fairbairn Consult
Georgina Smith, Head of Distribution, INN8
Johan Vosloo, CEO, Headspace Technologies
Hermione Fry, Chief Operations Officer, Seed Analytics

Facilitator: Rob Macdonald, Head of Strategic Advisory Service, Fundhouse

Panel Discussion 2 -
Staying Compliant in a Rapidly Changing Tech and AI World

Lelané Bezuidenhout, CEO, The Financial Planning Institute of Southern Africa
Anton Swanepoel, Practice management and compliance coach at Trusted Advisors
Charmaine van Wyk, CEO, The Compliance Toolbox

Facilitator: Vuledzani Dangale, Head: Regulatory Implementation, Liberty Group Limited

Panel Discussion 3 -
Transforming Digital Client Engagement into an Experience

Rizanne Oosthuisen, Founder and CEO, ProfileMe
Johan Bester, Executive Head of Business Development, AdviceTech
Marc Sydow, Financial Planner, Adviceworx, Online Lifestyle Financial Planning and Coaching for Women Execs

Facilitator: Robyn Clay, Director, Linktank

Will I earn CPD points?


The event has been approved for 14 Verifiable CPD points (Approval nr: FPI23117391).

CPD categories:

Ethics and Practice Standards: 0.5 points

Technical: 2 points

General: 11.5 points

Will the event be recorded?


All sessions will be available for a limited time from the 16th of April 2024 until 30 April 2024.

You will still earn CPD when watching the recordings for any of the sessions you missed.



R 795 incl. VAT

per ticket

On sale from
29 January 2024

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PROpulsion Members

R 0

PROpulsion members receive a complimentary ticket. No need to purchase a ticket.

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