Category: Past Events

NOVEMBER BREAKFAST 08:30-09:30 | 3 NOVEMBER, 2023 As we grow our IFA practices, we’re constantly reminded that the role of an independent financial advisor is not just limited to offering financial advice. One of the many additional value-adds that we offer is the process is ensuring tax efficiency for our clients. Accountuit introduces a paradigm […]

OCTOBER BREAKFAST 08:30-09:30 | 6 OCTOBER, 2023 What does the future advisory business look like by forming a strategic alliance with Prime, which is 100% independent advisor-focused? As Independent Financial Advisors, we continually seek ways to elevate our client offerings and sharpen our edge. Prime Investments might hold some answers to these questions: How can […]

SEPTEMBER BREAKFAST 08:30-09:30 | 1 SEPTEMBER, 2023 This 1st of September, we will be blossoming with fresh perspectives and “thinking out of the box”. I know the term is overused, but join us to have a look at the Boston VAS (value-added service) available to all our SAIFAA members and their clients. This is an […]

AUGUST BREAKFAST 08:30-09:30 | 4 AUGUST, 2023 Are you ready to harness the power of data-driven insights for the growth of your business? Are you prepared to investigate and navigate the opportunities in your practice in a data-driven world? On August 4th, join us for our next breakfast networking event where Liana Ahrens Teixeira, MSc, […]

JULY BREAKFAST 08:30-09:30 | 7 JULY, 2023 Are you ready for the changes in the retirement industry? Have you heard about the “two-pot” system? Are you prepared?  From 1 March 2024, the proposed “two-pot” retirement system will come into effect, as per the information issued by National Treasury. So how does this affect you and […]

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 […]

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: […]

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, […]

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. […]