Agenda | Wednesday, 9 October 2024

8:45 AM - 9:00 AM
Delegates logon to digital platform
 
9:00 AM - 9:05 AM
Welcome and opening comments
Kevin Hinton
9:05 AM - 9:50 AM
Panel Discussion: Emerging opportunities for growing your financial advisory business – expanding capabilities via M&A
Pieter Bester
9:50 AM - 10:30 AM
Panel Discussion - Tales from the field: Planning for succession
Johan Malan Barry O'Mahony Edden Kift
10:35 AM - 11:00 AM
Comfort break
 
10:50 AM - 11:30 AM
Panel Discussion - Why we think that small independent financial advisory practices can survive and thrive in this modern day
Bruce Dean Lesego Monareng
11:30 AM - 12:00 PM
What lessons can we learn from a South African in London
Alex Funk
12:00 PM - 12:30 PM
Cyber security is a threat to every financial planning business
 
12:30 PM - 1:00 PM
Trends in financial advisor acquisitions in the UK
Heather Hopkins
1:00 PM - 1:30 PM
Comfort break
 
1:30 PM - 2:00 PM
Why the Australian financial planning industry has evolved relative to South Africa
Neville Martens
2:00 PM - 2:30 PM
Glacier Presentation
 
2:30 PM - 3:00 PM
GrowthHouse Presentation
 
3:00 PM - 3:15 PM
Comfort break
 
3:15 PM - 3:45 PM
Panel Discussion - Creating a culture to attract and retain top talent
 
3:45 PM - 4:15 PM
Money is just a story
Pierre du Plessis
4:15 PM - 4:20 PM
Conference closes / Closing remarks
 

Alex Funk
PortfolioMetrix UK
Head of Investment

Barry O'Mahony
Veritas Wealth Management
Financial Planner

Bruce Dean
ATOM Capital
Director

Edden Kift
PortfolioMetrix
SA Head of Distribution

Heather Hopkins
NextWealth
Managing Director

Johan Malan
Private Wealth Management
Financial Planner

Kevin Hinton
The Collaborative Exchange
Founder and Director

Lesego Monareng
KLU Wealth and Legacy Management
Founder and Director

Neville Martens
Martens Wealth Management
Senior Financial Adviser - Investment Specialist

Pierre du Plessis
Be Brave
Strategist

Pieter Bester
Private Wealth Management
Chief Executive Officer

Zamazulu Zulu
Investment Managers Group (IMG)
Portfolio Executive