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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.

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#FinancialPlanning #TaxDirective #RetirementPlanning #HolisticAdvice #PROpulsio

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What does it take to stay relevant in a world that’s changing faster than ever?

In this episode of PROpulsion LIVE, I’m joined by Richard Mulholland – speaker, author, and founder of Missing Link and Too Many Robots. From touring with Iron Maiden to coaching leaders across the globe, Rich has spent his career helping people and businesses stay relentlessly relevant.

We explore:

- Why relevance is today’s biggest challenge (and opportunity)

- How AI changes the game for advisers and business owners

- Richard’s three principles to avoid irrelevance

- The power of storyselling in sales and client communication

- Red team vs blue team thinking for the future

This conversation is packed with bold insights, practical takeaways, and a bit of mischief too.

👉 Watch now to learn how you can explore new ways of thinking, selling, and leading to stay relevant in 2025 and beyond.

🔗 Resources mentioned: https://getrich.af/linkfarm
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ASCEND SUMMIT TICKETS:
https://www.propulsion.co.za/propulsion-summit-tickets/

📊 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

––––––––––––––––––––––––––––––––––––––

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Living annuities are one of the most popular retirement income products in South Africa – but they come with strict rules that are often misunderstood.

In this episode of PROpulsion LIVE, we sit down with Lize de la Harpe, Senior Legal Advisor at Sanlam Corporate, to explore what you can and can’t do with a living annuity. From income drawdowns and commutation rules to divorce settlements and beneficiary nominations, Lize unpacks the complexities in plain language and clears up common misconceptions.

This is a must-watch for financial advisers and planners who want to give their clients the right guidance when it matters most.

📌 What we cover:

👉 How income drawdowns really work (and why they can only be changed once a year)

👉 The conditions under which a living annuity can be commuted

👉 Why the capital can’t be claimed in divorce proceedings

👉 The impact of the Montanari judgment and recent PFA amendments

👉 What advisers should know about beneficiary nominations

Join us as we explore the fine print behind one of the most important retirement planning tools.

Also in this episode:

• FPI Current Affairs
• Build with AI
• Quick Announcements
• Featured Guest


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