Masterclass: Unlock New Value Streams in Your Business

Join Francois du Toit and expert guests from Gravitas Tax and Commspace for an engaging masterclass designed for financial planners looking to unlock new value streams. In this session, we dive deep into the practical use of technology and tools that don’t just save costs but also actively drive revenue growth.

What You’ll Learn:

  • How Gravitas Tax’s simulation tools help you spot tax-saving opportunities, win clients, and streamline financial planning with precision.
  • Insights from Taxspace to uncover nine essential financial planning opportunities directly from tax assessments—covering retirement fund optimisation, effective tax rate reduction, and more.
  • How Commspace empowers financial advisors with in-depth revenue management, allowing you to monitor income sources, detect missed revenue, and capitalise on new cross-selling opportunities.

Highlights:

  • Discover real-life cases where these tools provided advisors with a competitive edge.
  • Practical tips for retaining clients and maximising revenue from your existing client base.
  • Audience Q&A covering tax directive issues, insurance payment tracking, and making technology work for your practice.

Whether you’re a seasoned planner or new to the industry, this masterclass is packed with actionable insights to elevate your business. Don’t miss out on strategies that can help you transform your practice, improve client engagement, and drive sustainable revenue growth.

Featured Guests: