What we offer

Our offering is specifically designed for Financial Professionals like Financial Planners and Advisers, Accountants, Tax Practitioners, Bookkeepers, Broker Consultants, and Paraplanners. We solve expensive and complex problems for both the one-man- or small practice as well as larger businesses and practices employing such professionals across the African continent.

Verifiable and Structured CPD

FSCA, FPI, SAICA, IRBA, ICBA

Unique, up-to-date content designed to grow your skills, business and profit.

Face-to-face workshops and masterclasses or online programs

Training

We enable you to build and stack your skills. All programs ensure you are able to apply the knowledge in practice.

We offer Face-to-face Seminars, Workshops and Masterclasses. Topics include Tax, Financial Planning, Soft Skills, Professional Selling and FNA Tools.

Session Privée

A unique face-to-face concept limited to a maximum of 8 attendees per session.

We discuss financial planning, investments, tax, regulation, practice management and we do Q&A.

These sessions also offer CPD.

Online Learning

Most of our programs are available online for your convenience.

Online programs feature recap challenges and CPD.

Anywhere. Anytime. Any Device.

Consulting

Grow Your Practice
Business Models
Value Propositions
Processes and Systems
Documentation and Templates
Call-4-Advice

Technology

The Tax Tool
(Our own unique software)

We assess your current technology and help you get the best out of it

We pride ourselves on delivering practical learning experiences that enable our clients to immediately apply what they learned, in practice.  Our masterclasses, workshops and other learning experiences are designed to significantly increase your skills, the trust in your client relationships and your practice’s profitability.  It empowers you to realise your full potential.  It enables you to grow your practice.

We aren’t trainers.  We are practitioners with a passion for helping others be successful.

Our mission is simple:  We help our clients Rise Above the Rest!

In addition to our unique and valuable learning and continuous professional development offering,  we provide practice consulting to help you grow your practice and to support you with technical information that enables you to deliver enhanced value to your clients.  We embrace technology and the role it plays in making us efficient, effective and sustainable.  We offer insights and advice that help you get the most out of the technology you employ in your practice and we help you choose the best technological solutions for your needs.

Meet the owners

Francois du Toit

Francois du Toit, CFP®

Owner and Director
Juanita du Toit

Juanita du Toit

Financial Manager

What our clients say

Read first hand what our clients have to say about us
Janice Esterhuyzen - Star Consulting

Janice Esterhuyzen

Franchise Director, Janice Esterhuyzen Star Consulting

"Francois du Toit has been working with me since 2015, running various training workshops for my set of 190 brokers. We have covered topics such as financial planning, capital gains tax, business needs analysis to name a few. Francois is extremely knowledgeable and very well prepared at all times. The brokers have found his workshops extremely informative and that it has added value to their work environment as Financial Advisors."

Marguerite Gordon - Old Mutual PFA

Marguerite Gordon

Learning Manager, Old Mutual Personal Financial Advice

"I have come to know Francois in his capacity as an expert on financial planning tools. It is an inspiration to watch him use his deep expertise to demystify the complexities of calculations for less expert users. His first-hand experiences as a financial planner add a unique layer of practical input to his face-to-face or virtual classroom sessions. Apart from these skills, he is a thoroughly pleasant human being and interactions with him are relaxed and upbeat."

Jaco Pienaar

Jaco Pienaar

Branch Manager, PPS

"Professional, precise and with passion is how I would describe the training program done by Francois. He added practical value to our business, empowering the staff to take ownership of their business by providing us with modernized sales management techniques."

Andre Mocke

André Mocke, CFP®

Professionalism and Learning Development Manager, EQ.Fin

"Working with Francois over this last year has been an absolute pleasure. He epitomizes professionalism and is a real asset in our business in developing not just our new advisers but our seasoned veterans and qualified advisers alike. I myself as a CFP find great value in our interaction as he is always there to help. His attention to detail and knowledge on the minutest aspects are incredible and this can be seen during his presentations. I look forward in working with Francois going forward as I feel he has become invaluable in our future plans for the development of our business"

Paul Mante - Ecobank

Paul Mante

Head: Business Development, EDC Investments Limited, Ghana

"I was highly impressed with your level of knowledge and ability to teach and share. You are one of few. Thanks again and thumbs up to you."

Corne Nel

Corné Nel

Regional Manager, PPS


"I have had the pleasure of working with Francois both as a colleague and as a training consultant. He is extremely passionate about what he does and can focus attention on the fundamentals necessary to attain greater success.
Our consultants, across the board, managed to increase production, with fewer clients, by focusing on the right clients. They also started to do business with clients that never did business with them before."

Latest Articles

We write all our own articles to ensure you receive the value you deserve and that you get it straight from the horse's mouth

Session Privée for Financial Professionals

On Thursday 20 September 2018 we launched our brand new offering called Session Privée.  Session Privée is French for “private sessions”. Session Privée offers face-to-face sessions to financial planners, advisers, broker consultants, paraplanners, accountants, bookkeepers, and Read more…

Get in Touch

How can we help you?

Our office

Jacob Mare Avenue, Monument, Krugersdorp

Call us

Francois du Toit 
+27 83 275 8368
Mon - Fri, 8:00-17:00

Send us a message