Our mission is to take financial planning business owners, planners, advisors, and their support teams to the next level.
We believe in continuous growth and improvement, and we’re here to help make that happen.
For one low price, you’ll get access to top-notch resources, expert speakers, and valuable events.
With us, you’ll have everything you need to supercharge your skills, your business, and the entire financial profession. Get ready to raise the bar!
A dynamic and visionary community of financial professionals who are dedicated to supporting, inspiring, and empowering each other.
We push the boundaries of what is possible, pioneer new ideas and thinking, and we participate in global events that are shaping the future of the financial planning profession.
Through our annual conferences and events, our weekly podcasts, our blogs, and our regular webinars, we work with experts to bring insights and fresh ideas into the financial planning profession.
We help financial planners grow, thrive and become world class across various different paths and ventures in the profession.
Our programmes include:
International Speaker & Influencer Programme
Client Meeting Skills
Financial Planning Tools and Techniques
Cash Flow Modelling Winter Camp
Microsoft 365
Your ultimate destination for all things related to building and running a successful financial planning business.
Our weekly live show is the essential resource for financial planners, advisors, paraplanners, and anyone in the financial services profession.
Join us every Friday as we explore the ins and outs of sales, marketing, technology, relationships, business strategy, personal development, and so much more.
Venture Workspace 2nd Floor (S8 & 9) The Sanctuary Mall Corner De Beers Ave and Broadway Blvd R44, Somerset West South Africa
Francois du Toit
+27 83 275 8368
Mon to Fri; 9.00 - 16.00