In this episode, Dan speaks to Louis van der Merwe CFP ® who is a financial planner and the owner of Wealthup in Western Cape, South Africa. We discuss: <ul> <li>How financial planners can become sidetracked by technology</li> <li>The state of financial planning in South Africa</li> <li>Some tips on completing the CFP</li> <li>Much, much more…</li> </ul> Enjoy!

In this episode, Dan speaks to Louis van der Merwe CFP ® who is a financial planner and the owner of Wealthup in Western Cape, South Africa. We discuss: How financial planners can become sidetracked by technology The state of financial planning in South Africa Some tips on completing the CFP Much, much more… Enjoy!

Louis Van Der Merwe

Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning.

Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things.

Find out more about our Community by searching 'NextGen Planners' on Google.

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Insights, ideas and inspiration from entrepreneurs and superstars in the world of financial planning. Every fortnight, we chat with a guest from the financial planning profession, hearing their stories and getting under the lid of how they do things. Find out more about our Community by searching 'NextGen Planners' on Google.

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Louis Van Der Merwe

Louis Van Der Merwe

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