Independent virtual Financial Planning Summit brings latest thought leadership to FAs

Launched in 2020, the inaugural Financial Planning Summit was an outstanding success, with nearly 1000 delegates enjoying the market-leading content.

Delegates, who attended the event, commented:

Janice Roberts, Editor of MoneyMarketing said:

“I must congratulate the organisers of an event that was well organised, run to near perfection and for a breath of fresh air to the industry and profession with their approach. I must also say something about the technology to run and deliver the Summit. What an experience! Easy to navigate. Easy to interact. Easy to know where to go next. Clean interface. High quality video production that works on any device. The best I have seen yet! In my opinion, for the price of only R575 and CPD included, there is nothing out there that matched the value offered by The Financial Planning Summit.”

Russel Ho, from Succession Financial Planning said:

“Thoroughly enjoyed the three days of insights from professionals in our industry, particularly those advisers that have been through it all and are willing to share their experiences. Definitely will attend future conferences like these.”

Francois du Toit from PROpulsion said:

“This platform and the great content is world class!”

The virtual conference will be brought to delegates in 2021 by The Collaborative Exchange and in conjunction with Investec and Adviceworx as the lead associate sponsors. Discovery, Momentum, Glacier, Old Mutual Wealth, Iress and OUTvest are other associate sponsors. The Collaborative Exchange is a specialist strategic advisory and research business that works with investment managers and wealth managers/financial advisers throughout South Africa. It also owns the intellectual property rights for arguably South Africa’s largest industry events including The Investment Forum, Meet the Managers and The Investment Think-Tank.

The conference will cover the latest developments in the financial planning landscape during the COVID-19 pandemic, including the future of financial planning, the pros and cons of vertically integrated financial planning practices, how to set up your practice for continued growth and expansion, technology developments that are reshaping the industry as well as many other relevant subjects. Leading local and international experts in their respective fields will be speaking at the event.

Ian van Schoor, the Chief Executive Officer of Adviceworx says, “Advice innovation and disruptive business models are finding traction in the financial adviser market as more and more financial advisers evaluate the future of their own tied or independent practice. Advisers are taking a more serious look at their “own businesses” with a growing urgency to improve client outcomes and future fit client propositions. A far more fundamental interrogation of issues such as efficient operating models, technology integration, data analytics, client experience, sustainable practice management and succession models are the critical issues of the modern practice today.”

René Grobler, Head of Investec for Intermediaries says, “In an increasingly competitive and complex world, the need for financial advisers to help their clients navigate uncertainty has never been greater. For this reason, Investec for Intermediaries is excited to partner with The Collaborative Exchange and the financial adviser community in this thought leadership event. This conference provides a unique platform for the best minds in the industry to join forces and look into the future of financial planning to help crystallise the opportunities and the challenges ahead.”

The conference will include the latest developments in the financial advisory landscape;

  • Five industry trends reshaping financial advice around the world.
  • Solving for efficiencies in your practice and client reporting.
  • The critical questions financial advisers should be asking investment managers, platforms and other such providers to your clients benefit.
  • Why mergers in financial advisory practices sometimes fail.
  • The future of wealth management and how companies are innovating to keep ahead.
  • Who will buy your practice when it’s too late to plan for succession.
  • How you can scale your advice practice through the effective use of technology.

Further details about the event can be found at or by emailing [email protected]

Visit the official COVID-19 government website to stay informed: