Louis vd Merwe

I had a wonderful conversation with Maya Fisher-French for a 3 part series on Life Transitions, starting with "Ageing with Dignity".

You can find the video below, which was also featured on the City Press website. We hope that this will act as a valuable resource and prompt meaningful conversations.

How To Help Your Elderly Parent Maya Fisher-French interviews Louis van der Merwe about life transitions and how we can help our elderly parents when making large financial decisions.We dis...

Highlight of my week was being able to share the conversation I had with the father of life planning, George Kinder.

Watch the full video here —> https://m.youtube.com/watch?v=fL6C9v9mIFs

The 4 Stages of Life Transitions. My newest YouTube video is live which unpacks these 4 stages and how we work with clients that are going through the loss of a partner, divorce or any other life transition. Watch the video here --> https://www.youtube.com/watch?v=qT9fAbdx07k

Have you spent time unpacking your communication preferences? Find out how we approach this aspect in my newest YouTube video -->

Communication Preferences Do you know your communication preferences when talking to loved ones or your financial planner about your money decisions? Find out more in this video

It’s launch day 🚀 for the the Financial Planners South Africa podcast 🎙 Lets help move financial planning to a profession that makes an even bigger difference in the lives of our clients! 🎉 Head over to https://www.louisvdmerwe.co.za/podcast

Coaching Capacity💡
I'm taking on financial planners who'd like to be coached on a bi-weekly basis.
If you'd like to find out more, mail me at [email protected]

Humans Under Management - SA2020 will be happening virtually this year on the 8th of September. I'm very honoured to be a speaker at this year's event!

Humans Under Management exists to promote, highlight and build on the work that great advisers are doing in developing their behavioural financial advice practices.

You can invest in a ticket here 🎫 https://bit.ly/HUMSA2020💡

The Financial Planning Institute - SA Western Cape Committee is hosting a YouTube live stream with Kate Holmes, CFP® on Wednesday 10 June at 16:00.

Join us by clicking on the link --> https://www.youtube.com/watch?v=P2ElfSoeLi8

A Virtual Get Together Kate Holmes, CFP® A Virtual Get Together Kate Holmes, CFP® for FPI Members