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Overview

To grow a profitable and sustainable business, the right systems, tools and processes are required, together with the skills to run a business. Practice management is about equipping the business owner to deal with the challenges of running an advisory business and achieve optimal results both now and in the future.

Practice management helps the business owner attain goals such as more time, increased profit, increased productivity, expanded employee skills or improved overall morale. It develops a business to support the owner’s personal and business goals. And, as a well-run financial advisory business has excellent potential to be sustained by a successor, the business becomes a saleable asset with capital value.

Our practice management programme is based on the international best business practice principles of E-Myth Worldwide and customised for local use. It incorporates sound business processes that integrate with FAIS compliance requirements.

Presented in a forum designed to stimulate knowledge-sharing among independent financial advisors (IFAs) and industry colleagues, our programme helps our clients develop solutions most suited to their business. Attendees are able to immediately implement unique strategies and processes directly into their business. Our consultants are also at hand to help identify opportunities for development within businesses.

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OUR OFFERING

IN THE MEDIA

The Two-pot System – New challenges for advisors

Posted on 16 September 2026

By Janine Yoko, Masthead Compliance Consultant The two-pot retirement system has made it easier for consumers to access a portion of their retirement savings, but it has also created new challenges for advisors. This article looks at the advice, disclosure and compliance ...

COFI and Alternative Investment Managers – What’s Changing?

Posted on 26 August 2026

By Ignatius Jacobs, Masthead Regional Manager – KwaZulu-Natal, and Ryno Volschenk, Masthead Regional Manager – Johannesburg Many alternative investment managers have watched the development of COFI from the sidelines. However, the proposed legislation may have far greater ...

How to Avoid Overcharging – Practical Advice for Credit Providers

Posted on 21 August 2026

By Adele Naidoo, Masthead Compliance Consultant Understanding how to calculate interest and fees is essential for credit providers to maintain compliance. This article draws on regulatory trends to highlight common areas of confusion and offers practical insights on avoiding ...

COFI Licensing – What Financial Institutions Need to Know Now

Posted on 1 July 2026

By Joleen John, Masthead Group MD COFI will bring significant changes to the way financial institutions are licensed, moving towards an activity-based framework. Here’s what financial institutions need to know about the proposed changes, what they could mean for existing ...

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REGULATORY LIBRARY

FIC Directive 12 on submission of the RMCP

FIC/AML - 4 September 2026

FSCA Regulatory Actions Report 2025/2026

FSCA Notices - 31 July 2026

CMScript 5 of 2026: Lupus & other auto-immune Conditions

Health - 22 June 2026

Joint Communication 4 of 2026: Crypto assets for domestic payment purposes

Crypto Assets - 28 May 2026

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WHO ARE WE

Established in 2004, Masthead (Pty) Ltd offers nationwide compliance and business support to independent financial advisors, corporate FSPs, credit providers, legal and property practitioners, and others. We help our clients navigate key regulations like FAIS, FICA, POPIA, and the National Credit Act. With a team of experts, we provide practical solutions across compliance, practice management, and business development to help businesses stay compliant and thrive. Masthead (Pty) Ltd is part of the Masthead Group, alongside Masthead Financial Planning (Pty) Ltd – a licensed FSP dedicated to supporting financial advisors with streamlined operational and regulatory solutions.

Why Masthead?

CONTACT US

Phone:

021 686 3588

E-mail:

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Masthead is a level 1 B-BBEE contributor.

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Masthead is ISO27001 certified.

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