Our offices will be closed from 22 December 2023 and will re-open on 4 January 2024.

Enjoy the benefits

of a well-run business.


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.


Ask us now. We'd love to hear from you.



Client retention 101: How to build lasting customer relationships

Posted on 28 November 2023

In a challenging economic environment, where the cost of living rises and disposable incomes are limited, financial services and insurance products are often the first to be cut when people review their budgets. In these challenging circumstances, it’s more important than ...

Unlocking excellence: Masthead’s new Key Individual Programme© equips financial professionals for success

Posted on 7 November 2023

Whether you’re a seasoned Key Individual seeking to fine-tune your expertise and expand your business’ horizons, or a Representative aspiring ...

The value of independent financial advisors – and how TCF is good for business

Posted on 9 October 2023

Our final MasterClass event of the year, hosted in Durban and titled The Value of Independence – Treating Customers Fairly (TCF), will give independent financial advisors (IFAs) valuable insights into how they can build profitable, future-fit businesses. Taking place on ...

POPIA compliance – Five key takeaways from the Information Regulator’s recent enforcement notices

Posted on 28 September 2023

After making headlines in July with a historic R 5 million fine imposed on the Department of Justice and Constitutional Development (DoJ&CD), the Information Regulator is back in the spotlight after it issued an enforcement notice against Dis-Chem Pharmacies. We delve ...

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Joint Standard 1 of 2023: Information Technology (IT) Governance and Risk Management

FSCA Notices - 11 November 2023

FIC Annual Report 2022/23- Increasing transparency to enhance the fight against financial crime

FIC/AML - 28 October 2023

Circular 37 of 2023: Regulatory guidance on routine monitoring of Compliance Inspections and Request for Information

Health - 18 October 2023

FSCA Communication 27 of 2023: Criminal record verification of certain designated persons and significant owners

FSCA Notices - 17 October 2023

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A national supplier of risk management services to independent financial advisors and other licensed financial service providers (FSPs). Established in 2004, we help our clients overcome their risk management challenges so they can grow and thrive in an increasingly regulated industry. Providing professional guidance and practical support, our team of specialists is passionately committed to delivering tangible solutions.

Why Masthead?



021 686 3588


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