Participating financial planning practices and professionals

Click on the options below for a list of participating financial planners and practices.

Ulysses Consulting

Gerhard Odendaal, our CERTIFIED FINANCIAL PLANNER® professional, will be available to provide complimentary advice to all who wish to learn more about planning for their financial future.

Place: Ulysses Consulting, First Floor , 1 Gotze Street, Nahoon, East London, 5241

Appointment to assist is essential: Please contact us on 0861113323 or info@ulyssesconsult.co.za

Time: Consultations can be arranged between 08h30 and 16h30 during the Financial Planning Week subject to availability.

Integral Wealth Management

Our CFP® professionals will be available to provide complimentary advice to all those who are serious about their financial planning and well-being and wish to learn more about planning for their financial future and achieve their long-term goals.

Place: Integral Wealth Management Ground Floor, 16 Fricker Road, Illovo Johannesburg

Time:Consultations between 08h30 and 16h30

Contact: 087 985 0103

Email: michael@integralwealth.co.za

 

Progressive Wealth

Friday, 6 October 2017

Meet with one of our CERTIFIED FINANCIAL PLANNER® professionals who will be able to discuss your financial planning and investment needs. This complimentary consultation may also be used to simply ask questions regarding your personal finances, budgeting, investing, etc.

Place: Progressive Wealth - 1st Floor, Block A, Stoney Ridge Office Park, Cnr Witkoppen & Waterford Place, Klevehill Park (Paulshof)

Time: Consultations between 09h00 and 15h00

Contact: 011 465 5956 or info@progressivewealth.co.za/ www.progressivewealth.co.za

Crue Invest

2 – 8 October

We will be running a campaign called #just1thing together with Martin Hesse of Personal Finance. This entails a social media challenge to readers to give up #just1thing for the week (e.g. morning take-away coffee) in order to encourage saving and investing.

Teen talk:

Awaiting confirmation of venue. Craig will be presenting to a group of school-going teenagers about being financially responsible. The aim is to educate teenagers to avoid putting unnecessary financial pressure on their parents for branded clothing, cell phones and shoes.

For more information visit: www.cruechronicles.co.za

Mc Kenzie Life cc

Antonio Bacchiet CERTIFIED FINANCIAL PLANNER® professional from Mc Kenzie Life cc will be available for one-on one consultations.

Date: 6 October 2017

Place: Melissa’s, Constantia Village, Cape Town

Time: Consultations between 11h00 and 16h30
To book you consultation e-mail antonio@mckenzielife.co.za

 

ENS Pro Bono centre

Date:17 October 2017

Place:ENS Pro Bono Centre Mitchells Plain

Place: False Bay College

Contact:Call Natasha Wagiet on 021 397 4241 or email nwagiet@ENSafrica.com

Veritas Wealth

As part of a National Initiative by the Financial Planning Institute ‘’The Big Drive’’ will present a panel of top Certified Financial Planners in Cape Town who will give up their time to answer your questions and set you on the right financial path.

Topic: Getting you on the right track

Venue: Allan Gray Auditorium, 1 Silo Square, V&A Waterfront

Date: Wednesday 18 October 2017

Time: 6pm – 7pm

Free Entrance