The financial services industry prepares to empower consumers through its annual Financial Planning Week initiative.
The Financial services industry, led by the Financial Planning Institute (FPI), will once again be embarking on its annual Financial Planning Week campaign, to run from 5 to 9 September 2016.
During the week, certified financial planner® professionals and financial planning practices will be offering FREE consultations and financial literacy workshops to the general public, allowing you to take control of your finances and invest in your financial future. You can easily schedule an appointment with one of the participating CFP® professionals and financial planning practices, where a number of financial planning topics will be covered, such as: financial wellness, basic financial plan, financial literacy courses, retirement and investment planning, free consultations and business structure.
Below are the details to book your free session:
| Region | Organisation | Contact Details |
| Johannesburg | Blink Consulting | heather@blinkconsulting.co.za |
| Johannesburg | Daberistic | Koketso Ncube (011) 658-1333 / info@daberistic.com |
| Johannesburg | O’Hagan Attorneys | 011 029 6050 info@ohagan.co.za |
| Johannesburg | Glenfin | Ashley Percival 082 462 6696 / ashley@glenfinadvice.co.za |
| Pretoria | Liblink | Florah Mulondo (012) 4337519 or 082 403 6717 / florah.mulondo@liblink.co.za |
| Cape Town | Veritas Wealth | (021) 671 0799 reception@veritaswealth.co.za |
| Cape Town | Crue Invest | Erin White (021) 530 8500 / erin@crue.co.za |
| Cape Town | Core Wealth Managers | (021) 975 9032 / info@corewealth.co.za |
| Cape Town | Southwood Financial Planning | Angela Sayle, CFP® (021) 701 1161 / angelas@southwood.co.za |
| Mpumalanga | Machrie Brokers | www.machrie.co.za |
| East London | Ulysses Consulting | Sonja 086 111 3323 / info@ulyssesconsult.co.za |
| Umhlanga | Lifestyle Wealth Planners | Ricky Naidu, CFP® (031) 5024050 or 0824434642 / ricky@lswp.co.za |
Visit the Financial Planning Week website or contact Riana (email: riana@fpi.co.za; tel: (011) 470 6000) for more information.
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