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Enjoy the benefits

of a well-run business.

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

COFI Licensing: What Financial Institutions Need to Know Now

Posted on 1 July 2026

COFI Licensing: What Financial Institutions Need to Know Now. 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 ...

Finfluencers in the Spotlight

Posted on 9 April 2026

Finfluencers are reshaping how consumers engage with financial information – and the Financial Sector Conduct Authority (FSCA) is paying close attention. Here’s what financial service providers (FSPs) need to know about the risks, regulatory boundaries and how to approach ...

Will COFI Force IFAs to Consolidate? Separating Myth from Reality

Posted on 16 March 2026

There is a perception that independent financial advisors (IFAs) will need to merge with larger institutions to survive under the proposed Conduct of Financial Institutions (COFI) Bill. However, a closer look at the Bill and the Financial Sector Conduct Authority’s (FSCA) ...

COFI and Omni-RR – Why IFAs Aren’t Going Anywhere

Posted on 12 February 2026

Regulation is changing – but independent advice isn’t going anywhere. Here’s what COFI and Omni-RR really mean for IFAs. By Joleen John, Masthead Group MD For many independent financial advisors (IFAs), the regulatory changes introduced through the Conduct of Financial ...

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REGULATORY LIBRARY

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

Crypto Assets - 28 May 2026

CMScript 4 of 2026: Hearing Loss

Health - 26 May 2026

CMScript 3 of 2026: Obesity and its consequences

Health - 18 May 2026

Media Statement: Regulator Notes Published Gazette of the Consumer Protection Act Amendment Regulations 2026

POPI/Information Regulator - 21 April 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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