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Ep. 22 – Successfully Building a Financial Planning Practice Aligned to What Clients Want with Kate Holmes

ByFrancois du Toit, CFP® June 20, 2020

The inspirational story of how Kate Holmes built her financial planning practice that was truly aligned to what clients want

Financial Planning | General | Podcasts

Ep. 17 – Taking Financial Planning into the Future with Lelane Bezuidenhout and David Kop

ByFrancois du Toit, CFP® November 8, 2019

We talk to Lelane Bezuidenhout and David Kop from the Financial Planning Institute of Southern Africa about the future of financial planning and where things are headed

Updates: SA CORONA VIRUS CENTRE