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My team and I have an important role to play in your Financial Planning Journey. We have a fundamental responsibility to guide you, mentor you, lead you, educate you, inspire and motivate you. We need to consistently apply and research Best Practices, and have knowledge of up to date legislation and markets. In order to achieve this, we partner and are members of the following Associations:

FINANCIAL PLANNING INSTITUTE OF SA (FPI(SA))

MASTHEAD FINANCIAL ADVISERS ASSOCIATION

BUSINESS WOMENS ASSOCIATION OF SA

INSTITUTE OF BANKERS (SA) (IOB(SA))

AFFILIATE MEMBER OF SOUTH AFRICAN INSTITUTE OF CHARTERED ACCOUNTANTS (SAICA)


 

 

 

 

 

 



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