Financial Planning Week: Live Your Today, Plan Your Tomorrow
Reflecting on a successful initiative dedicated to making financial planning the basis of every South African’s life.
Global Alignment
This year’s Financial Planning Week (FPW) stood in solidarity with two major global movements:
- World Financial Planning Day (WFPD): Raising awareness on the value of working with a financial professional to secure your future.
- World Investor Week: Sponsored by IOSCO to promote investor education and protection.
Expert Highlights
Our Facebook Live sessions featured leading CFP® professionals tackling the most pressing financial questions of today:
Children and money
Managing risk in your life
Finances in tough times
Global vs Local Investing
Empowering the Next Generation
FPW extended beyond digital sessions into the heart of our communities:
- Youth Empowerment: A panel discussion at Allan Gray’s Auditorium provided 20 to 35-year-olds with essential skills in debt management, tax planning, and the difference between saving and investing.
- SAYes Mentoring: Netto Invest hosted mentees to showcase the diverse roles within wealth management—from operations and communications to administration—proving that success is a team effort.
- Pro-Bono Consultations: Professionals like Mina Odhav and Mulalo Nemataheni offered complimentary consultations to consumers in Mmabatho and Thohoyandou.
Knowledge Toolkit
We are proud to share exclusive resources contributed by industry leaders to help you navigate your journey:
- 📚 “10 Essential Money Conversations for Couples” – E-book by Kim Potgieter
- 🛡️ “Protecting your loved ones from the grave” – Article by Phina Nukeri, CFP®
- 🩺 “Medical scheme membership in tough times” – Insights from Charleen Rix
- 💡 “Your straightforward guide to financial planning” – Podcast by Francois du Toit
Take the first step toward your tomorrow.
