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

ByFrancois du Toit, CFP®

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

ByFrancois du Toit, CFP®

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

ByLené Naudé

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

ByFrancois du Toit, CFP®

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

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

ByFrancois du Toit, CFP®

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

ByFrancois du Toit, CFP®

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.