Break the Impasse.

A decade on the ground.

I've spent over ten years as a financial advisor in South Africa — four at a large insurer, six-plus in the independent space. In that time, the regulatory landscape has only grown heavier. FICA, FAIS, TCF, the upcoming COFI Bill — each layer adding more administrative weight. And with every change, the tools we rely on feel more like static snapshots — updated when you see a client, then forgotten until the next review. The gap between how advice should work and how our systems actually work keeps widening.

The gap I couldn't unsee.

I've used the systems available in the independent space. They work. But they've always felt like they come from one of two angles — either built to drive sales, or built to tick compliance boxes. Neither starts from the question that matters most to me: how do we lighten the administrative burden so the advisor can focus on the client?

When I started out, I was genuinely excited when a client wanted to proceed. Now? You almost shrug — because you know what comes next. The mountain of paperwork, the back-and-forth, the admin that turns a single case into days of processing. That's what this system is designed to address. Not just new business, but the full lifecycle — onboarding, servicing, reviews, closures — with the advisor and client connected throughout, not just at touchpoints.

I think in systems. So I'm building one.

The best financial advice comes from a holistic view — seeing a client's full picture, not just isolated products. I believe the same is true for the tools we use. That's why I'm building a purpose-built advisory practice platform — an interconnected ecosystem, not a collection of features. Right now, it's an early-stage system — a working beta that I use daily in my own practice to validate the architecture and test what's possible. It has rough edges and plenty still to build. But the foundation is there, the workflows are real, and every iteration is shaped by what actually happens at the desk. It's being built up from where it is — not polished from the top down.