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The story of a young financial planner firm in South Africa

By Mark Battersby, 9 Feb 18

A volatile political landscape, constant regulatory upheaval and a recent economic downgrade to junk status are just some of the many challenges an adviser must overcome when setting up a new financial planning firm in South Africa.

The story of a young financial planner firm in South Africa

Click here to find out how Donavan Maree and Bronson Friedman launched their Johannesburg-based advisory firm Capta Financial Services just over a year ago and the way they faced these challenges head on.

 

Tags: South Africa

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International Adviser covers the global intermediary market that uses cross-border insurance, investments, banking and pension products on behalf of their high-net-worth clients. No news, articles or content may be reproduced in part or in full without express permission of International Adviser.