Expand Your Brand’s Reach
Connect with leading financial professionals by becoming a sponsor.
Become one of our sponsors and showcase your brand, product and services to our global audience.
Our 3 standard sponsorship packages and additional partnership options are outlined below. If these options do not align with your company’s needs, we also offer personalized packages for you.
1. Executive Summary
South African clients are increasingly globally mobile, globally invested and globally exposed. Yet many advisers, platforms and product providers still work with fragmented, outdated or incomplete information when it comes to direct offshore investments, exchange control, cross-border tax and international structures.
Holistic International Financial Planning – A South African Perspective is a digital-only, subscription-based publication that solves this problem. It provides a single, practical and continuously updated reference for:
- International investment products and platforms
- Exchange control and regulatory frameworks
- Global tax, DTAs and South African residency rules
- International financial centers, trusts, companies and pension solutions
- Cross-border estate planning, probate and succession
As a sponsor, your brand will be positioned at the heart of the leading South African resource on holistic international financial planning—reaching financial advisers, wealth managers, fiduciary practitioners, tax advisers and product specialists who actively shape offshore investment flows.
Your Opportunity
Align your brand with trusted, technical thought leadership that directly supports the work of the people who recommend and implement your solutions and platforms.
2. About the Publication
2.1 What is it?
- A digital, continuously updated reference on international financial planning from a South African perspective
- Written by Cobus Kruger, co-author of “The Practical Guide to Offshore Investments”
- Delivered behind a paywall, with annual subscription
- Designed to be practical and implementation-ready: including checklists, tables, case studies and practice notes
2.2 Key content themes
- Global economic context and South Africa’s place in the world
- Exchange control history, current regime and practical application
- International tax principles, DTAs and South African tax on offshore assets
- International financial centers: Jersey, Guernsey, Isle of Man, Mauritius, Luxembourg, Dublin, Dubai, Singapore and others
- Offshore banking, investment platforms, global endowments and international pensions
- Global trusts, companies, PCCs/SACs and cross-border structures
- Estate planning, worldwide wills, probate, situs taxes and intergenerational wealth transfer
- Compliance, AML/KYC, CRS, FATCA and risk-based frameworks
- Practice notes and case studies based on real-world advisory scenarios
2.3 Format & cadence
- Digital only – optimised for laptop, tablet and mobile
- Updated at least twice a year, or when significant regulatory/tax/exchange control changes occur
- Subscribers notified when major updates or new practice notes go live
- Downloadable versions for offline, day-to-day professional use
3. Audience & Reach
3.1 Primary audience
- Financial advisers and planners (independent and tied)
- Wealth managers and private bankers
- Tax practitioners and cross-border tax specialists
- Fiduciary practitioners, trustees, estate administrators
- Attorneys and accountants dealing with offshore structures
- Product developers and platform specialists in life offices, banks and investment platforms
3.2 Why this audience matters to sponsors
They influence and implement large flows of offshore wealth. They select platforms, products and jurisdictions for their clients. They are repeated users of the publication – referencing it throughout the year in client work. They value technical accuracy, regulatory alignment and practical tools.
By sponsoring this publication, your brand is placed directly in front of the people who structure portfolios, choose platforms and recommend solutions to affluent and high-net worth South African clients.
4. Why Sponsor?
4.1 Strategic benefits
- Positioning: Align your brand with a specialist, technical resource that serious professionals trust.
- Relevance: Your brand appears in a context directly linked to offshore advice, platform decisions and product selection.
- Longevity: Unlike a once-off event, this publication is referenced throughout the year.
- Education & enablement: Sponsor not just exposure, but better-quality advice that supports product adoption and persistency. CPD registered.
4.2 Types of visibility
- Prominent ad pages within the publication (front cover positions for higher tiers).
- Logo placement on cover and sponsor pages.
- Editorial association (foreword, Q&A, or sponsor spotlight, subject to editorial approval).
- Inclusion in update notifications and launch communications (email, webinars, symposiums).
5. Sponsorship Packages
5.1 Sponsorship tiers
- Silver Sponsor
Availability: 8
Pricing: R50,000.00
Includes:
- 1 full page of advertising
- 100 first-year subscriptions included
- Logo listed on Sponsor Acknowledgements page
- Gold Sponsor
Availability: 4
Pricing: R75,000.00
Includes:
- 2 full pages of advertising / branded content
- 200 first-year subscriptions included
- Logo on the Sponsor Acknowledgements page
- Mention as Gold Sponsor in launch and major update communications
- Platinum Sponsor
Availability: 2
Pricing: R100,000.00
Includes:
- 4 full pages of advertising / branded content within the publication
- 300 first-year subscriptions included (for advisers, staff or key partners)
- Premium logo placement on the cover as “Platinum Sponsor” and on the Sponsor Acknowledgements page
- Opportunity to contribute a short foreword, expert comment or Q&A (subject to editorial approval)
- Priority invitation to co-host a webinar or symposium linked to the book themes
5.2 Additional Partnership Options
White-Label Edition – price on demand
- Bespoke version of the publication with custom cover and your adverts in pre agreed positions
- Optional co-branded introduction page
- Includes a negotiated number of first-year subscriptions
- Pricing by bespoke quote according to volume and customization
Combination packages with the International Investing Symposium – price on demand
- Bundled price for both opportunities according to the package combination
- Complete flexibility
Online Training & Assessment Package – price on demand
- Conversion of key content into a CPD-style online training series
- Includes video modules, knowledge checks or online assessments, and completion certificates where appropriate
- Sponsor branding throughout the training environment
Custom Symposiums / Workshops - Price on Request
- Co-branded in-person or virtual symposiums focusing on international financial planning themes
- Designed for your adviser network or strategic partners
- Agenda and content curated to align with both the publication and your solution set
6. Content & Visual Guidelines for Sponsors
To protect the integrity of the publication and its educational purpose, all sponsor content will:
- Be clearly marked as advertising or sponsored content.
- Be professionally designed and consistent with the overall visual standard.
- Be reviewed for regulatory and brand fit, without diluting technical accuracy or the independence of the educational content.
Recommended sponsor content themes
- Case studies illustrating how your platform/product supports cross-border planning.
- Thought leadership on specific jurisdictions, tax regimes, or structuring approaches.
- Practical guides that complement book chapters (e.g. “How our platform handles foreign tax reclaims”).
7. About the Author
Cobus Kruger
Cobus Kruger is a South African international financial planning specialist and co-author of “The Practical Guide to Offshore Investments”. He is the founder of Purple Wealth Advisory and has spent his career at the intersection of financial planning and wealth management, cross-border tax and exchange control, and international product development and platform design.
He has been directly involved in designing and implementing offshore life insurance and endowment products, including international investment plans and insurance bonds in leading international financial centers. He has structured holistic offshore investment solutions in collaboration with banks, life companies and platforms in Jersey, Guernsey, Isle of Man and beyond, and has advised on FAIS, exchange control, AML/KYC, CRS, FATCA and related compliance frameworks.
Cobus is known for combining technical rigor with practical, implementation-focused insight, making complex cross-border planning accessible and usable for practicing financial professionals.
8. Next Steps & Contact
We invite you to partner with us on this project.
If you are interested in Platinum, Gold or Silver sponsorship—or would like to explore a white-label edition, training package, or custom symposium—please get in touch:
We would be delighted to schedule a brief meeting to explore how we can align your brand objectives with the reach and impact of Holistic International Financial Planning – A South African Perspective.
Contact Cobus Kruger:
- Email: cobus@purplewealth.co.za
- Phone: +27 (0)73 786 4484
- Publication date: 1 March 2026
- Advertising deadline: 31 January 2026
