Preparing Your Financial Business in 2025
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Preparing Your Financial Planning Business for 2025: Four Key Focus Areas

As we approach the final months of the year, it’s time to start thinking about how we want our financial planning businesses to look and operate in 2025. While it may seem early, taking the time now to reflect and plan can make a significant difference in how we approach the challenges and opportunities of…

Mastering the biology of success
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Mastering the Biology of Success

As a financial planning community, we often focus on market trends, product knowledge, and financial strategies to deliver the best outcomes for our clients. But have we ever paused to consider the most powerful tool at our disposal—the human brain? In a recent episode of PROpulsion LIVE, I had the privilege of speaking with Dr….

Navigating the Path
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Navigating the Path to Financial Success: The Art of Strategy Planning in Financial Planning

Financial planning is a dynamic process that requires careful strategizing to achieve long-term financial success. Strategy planning forms the foundation of effective financial planning, helping individuals and businesses set clear objectives, allocate resources, and make informed decisions. 

We will explore the importance of strategy planning in financial planning and outline key considerations for developing a robust financial strategy.

S4E01 – Empowering Women to Create Generational Wealth: A Financial Planner’s Journey with Tsungai Masendeke
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S4E01 – Empowering Women to Create Generational Wealth: A Financial Planner’s Journey with Tsungai Masendeke

Francois Du Toit speaks with Certified Financial Planner® Tsungai Masendeke about her journey to financial planning and her passion for empowering women to create generational wealth.

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.

S3E20 – Helping clients live their passion and fulfil their mission in the world ft Marguerite Engelbrecht
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S3E20 – Helping clients live their passion and fulfil their mission in the world ft Marguerite Engelbrecht

Marguerite Engelbrecht is a Lifestyle Financial Planner and Financial Coach at MyJourney2Freedom and her story is one of inspiration and a stark reminder.