JUNE BREAKFAST 08:30-09:30 | 2 JUNE, 2023 In our upcoming session we will introduce you to a team that’s at the forefront of technology sales and services – TechConnectSA. TechConnectSA is a dynamic group of innovators, fintech, and sales professionals who are shaping the future of technology sales and services. With decades of combined expertise […]
Continue readingMore TagCategory: News
MAY 2023 – Breakfast with SAIFAA
MAY BREAKFAST 08:30-09:30 | 5 MAY, 2023 Cliqtech is all about helping people build generational wealth. They want to provide clients with personalised and relevant financial products exactly when needed. They also help customers draft their Will, making sure that their wealth is passed down to their loved ones in accordance with their wishes. PANEL: […]
Continue readingMore Tag
APRIL 2023 – Breakfast with SAIFAA
APRIL BREAKFAST 08:30-09:30 | 31 MARCH, 2023 One of our members recently had a scenario where his practice basically evaporated due to one glitch in his planning. With so many concerns about keeping our businesses running, it’s easy to overlook factors that will undermine the success and succession of our practices. At this next session, […]
Continue readingMore Tag
MARCH 2023 – Breakfast with SAIFAA
MARCH BREAKFAST 08:30-09:30 | 3 MARCH, 2023 The time we spend on compliance, research and other due diligence is overwhelming. As a community of IFAs, it’s vital that we pool our knowledge and expertise in order to continually offer our clients the best independent advice, and remain profitable as businesses contributing to our local economy. […]
Continue readingMore Tag
FEBRUARY 2023 – Breakfast with SAIFAA
FEBRUARY BREAKFAST 08:30-09:30 | 3 FEBRUARY, 2023 If you’ve never had to visit the Master of the High Court, count yourself lucky! For most of us, assisting client with diseased estate management has included trips to this office of the High Court, and it can be a task that is burdened with overwhelming administration and […]
Continue readingMore Tag
DECEMBER 2022 – Breakfast with SAIFAA
DECEMBER BREAKFAST 08:30-09:30 | 2, DECEMBER2022 We’re really going to need YOUR input in our next breakfast session! Deloitte recently shared a report on 10 disruptive trends about to hit the wealth management sector (and only one area in which we all help our clients). Some of these include understanding: The Re-wired Investor Science vs Human-based Advice […]
Continue readingMore Tag
NOVEMBER 2022 – Breakfast with SAIFAA
NOVEMBER BREAKFAST 08:30-09:30 | 4 NOVEMBER, 2022 Our current SAIFAA secretary, Johann Krüger was referred to a new client who indicated from the start he is not interested in upfront commissions as a percentage of investments. Following on from our SAIFAA Breakfast in April, where we had a panel presenting on the different ways to […]
Continue readingMore Tag
OCTOBER 2022 – Breakfast with SAIFAA
OCTOBER BREAKFAST 08:30-09:30 | 7 OCTOBER, 2022 Proposed new legislation and compliance will affect us all, from our wallets to our ability to help our clients. We’ve been chatting with Anton Swanepoel over the last few months and are grateful to have him come and join us for this breakfast session. He is a renowned […]
Continue readingMore Tag
AUGUST 2022 – Breakfast with SAIFAA
AUGUST BREAKFAST 08:30-09:30 | 5 AUGUST, 2022 Are you frustrated with social media and people trying to get you on there? Tim Slatter recently shared a helpful article on LinkedIn with three questions to ask ourselves before we throw in the towel with our social media strategy. You can read his article here. At the […]
Continue readingMore Tag