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.


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Implementation of the Amendments to FICA

FIC - 9 April 2018

FAIS Notice 24 of 2018 – Exemption of Underwriting Managers from the Regulatory Examination Requirements 2018

FSB Notices - 29 March 2018

FSRA Commencement Dates

National Treasury - 29 March 2018

Information Circular PF No. 4 of 2018 – Urgent Clarification on the Effective Date of Directive PF No. 8: Prohibition on the Acceptance of Gratification

Pension Funds - 22 March 2018

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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.

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+27 21 686 3588