Focused squarely on the business of financial planning, The Financial Planning Summit is deisgned for financial advisors that are grappling with succession planning and trying to monetise their practice’s value rather than treating it as a “lifestyle” business. 

In developed countries, financial advisor businesses have been targeted by private equity firms, as they have seen the arbitrage opportunities available to create scale businesses and unlock further value for financial advisory businesses.

The Summit covers the latest developments in the financial planning landscape, and includes keynote presentations from global expert speakers. The agenda is designed to be practical and insightful, with many references to ideas to monetise financial advisor businesses.


The business has arguably the largest database of financial advisor information in South Africa.