08/10/2026
Weโre proud to see Ian Beere, CFPยฎ CA(SA), contributing to important conversations shaping the financial planning profession.
Yesterday, at The Financial Planning Institute - SA conference, Ian joined Nicola Langridge CFPยฎ, Warren Ingram and Wouter Fourie CFPยฎ for a panel discussion on โFrom Advice to Outcomes: Measuring the Real Impact of Financial Planning.โ
The session explored how we define, demonstrate and measure the true value of financial planning, looking beyond advice to the outcomes it creates for clients. A thought-provoking discussion and an important conversation for the profession.
Great financial planning goes beyond advice. Itโs about the outcomes it creates.
Our Approved Professional Practices took centre stage to unpack โFrom Advice to Outcomes: Measuring the Real Impact of Financial Planning.โ
Ian Beere, CFPยฎ CA(SA), Nicola Langridge CFPยฎ , Warren Ingram and Wouter Fourie CFPยฎ brought their insights and experiences to the conversation, with Ricardo guiding the discussion as moderator.
An insightful session that challenged us to think about how we define, demonstrate and measure the true value of financial planning.