Join the Movement: Financial Planning Week 2023
Bridging the gap between financial stress and financial freedom from 2 – 6 October.
Financial Planning Week is more than just a calendar event; it is a dedicated effort by the Financial Planning Institute of Southern Africa (FPI) to make a tangible difference in the lives of all South Africans. By raising awareness about the value of professional advice, we aim to help you live for today while securing your tomorrow.
Get Expert Advice for Free
During this week, several dedicated professionals are offering complimentary consultations to help you kickstart your financial journey:
| Professional | Area | Contact Email |
|---|---|---|
| Bernard Sebopa | Pretoria | bernard.sebopa@fnb.co.za |
| Gerhard Odendaal | East London | reception@ulyssesconsult.co.za |
| Sherry Tapfuma | Pinelands, CT | sherry@crue.co.za |
| Johann-Hendrik Vlok | Claremont, CT | jan@alphawealth.co.za |
| Gerald Mwandiambira | Krugersdorp | gerald@scwealth.co.za |
Key Highlights & Workshops
Workshop: Regaining Financial Freedom
Date: 3 October 2023 | Time: 15:00 – 16:30
Join Kgomotso Chidzalo via MS Teams to discover how to navigate over-indebtedness. It’s not a life sentence—it’s a challenge you can overcome.
Throughout the week, look out for:
- World Financial Planning Day (4 Oct): Global research insights on the benefits of planning.
- Finfluencers vs. Facts: Video by Thulisile Nkomo, CFP® on separating financial fact from fiction.
- Tax Season Insights: Ronald Matande shares essential dates and facts for the 2023 tax season.
- Wealth Creation Guide: A step-by-step guide provided by BDO, an FPI Approved Professional Practice.
Professional Excellence
FPIMyMoney123™ provides access to CFP® (Certified Financial Planner), FSA™ (Financial Services Advisor), and RFP™ (Registered Financial Practitioner) professionals. These experts are committed to rigorous standards of competency, ethics, and putting your interests first.
Find Your Financial Partner
Ready to take the next step? Use our search tool to find a professional financial planner or advisor in your specific area.
Financial Planning Institute of Southern Africa
Empowering South Africans through financial education and professional advice.
