Blue Chip – Navigating The Complexities…

Blue Chip – Navigating The Complexities…

Apr 30, 2025 | Uncategorized

In September 2021, Reg Thomson, Anthony Delport and I finalised a transition plan to merge our respective businesses. Delport & Thomson Wealth Management was a well-established business, while I was looking to expand my solo advisory practice. At the time, Reg was...