Taking Stock of Technology with Louis van der Merwe

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…


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