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The Missing Link in Retirement Planning? with Emile van der Spuy & Wouter de Witt
Manage episode 508711402 series 2503255
This week on PROpulsion LIVE, Francois sits down with Wouter de Witt and Emile van der Spuy, Certified Financial Planners® and co-founders of Gravitas Tax.
With over 25 years of combined experience in retirement and tax planning, they’ve seen one thing repeatedly: advisers who ignore tax are leaving value on the table. That’s why they built Gravitas Tax, a powerful tool that gives advisers tax directive simulations to create clarity, confidence, and better outcomes for clients.
We’ll explore why tax directive simulations are becoming essential, how they work in practice, and what they mean for the future of holistic financial planning.
ASCEND SUMMIT TICKETS:
https://www.propulsion.co.za/propulsi...
DIGITAL LOCKDOWN
https://inn8cpd.co.za/event/register/...
📊 Take the Professional Practice 10.0 Scorecard
🎯 https://www.propulsion.co.za/scoreyt
📘 Get the Financial Advisor Playbook
• Physical Book: https://www.takealot.com/the-financia...
• Digital Copy on Amazon: https://www.amazon.com/dp/B0D8BL2CGH
🌐 Learn more about PROpulsion and Becoming a member:
👉 https://www.propulsion.co.za/community
––––––––––––––––––––––––––––––––––––––
#FinancialPlanning #TaxDirective #RetirementPlanning #HolisticAdvice #PROpulsio
159 episodes
Manage episode 508711402 series 2503255
This week on PROpulsion LIVE, Francois sits down with Wouter de Witt and Emile van der Spuy, Certified Financial Planners® and co-founders of Gravitas Tax.
With over 25 years of combined experience in retirement and tax planning, they’ve seen one thing repeatedly: advisers who ignore tax are leaving value on the table. That’s why they built Gravitas Tax, a powerful tool that gives advisers tax directive simulations to create clarity, confidence, and better outcomes for clients.
We’ll explore why tax directive simulations are becoming essential, how they work in practice, and what they mean for the future of holistic financial planning.
ASCEND SUMMIT TICKETS:
https://www.propulsion.co.za/propulsi...
DIGITAL LOCKDOWN
https://inn8cpd.co.za/event/register/...
📊 Take the Professional Practice 10.0 Scorecard
🎯 https://www.propulsion.co.za/scoreyt
📘 Get the Financial Advisor Playbook
• Physical Book: https://www.takealot.com/the-financia...
• Digital Copy on Amazon: https://www.amazon.com/dp/B0D8BL2CGH
🌐 Learn more about PROpulsion and Becoming a member:
👉 https://www.propulsion.co.za/community
––––––––––––––––––––––––––––––––––––––
#FinancialPlanning #TaxDirective #RetirementPlanning #HolisticAdvice #PROpulsio
159 episodes
All episodes
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