Talks to: Financial services professionals and key decision makers who focus on improving their clients’ financial wellness, qualified experts who are building the profession of financial planning. 

Profile: Discerning, entrepreneurial and highly educated. From young professionals in their 20s to experienced advisers in their 60s.

Ideal for: Investments, insurance, wealth and practice management and broker services, private client management, asset management, employee benefit services and fiduciary services.

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Mildred Manthey
Mildred Manthey
Sales Executive
072 832 5104