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Our Practice Management Philosophy
At Practice101 our philosophy is simple: we want to help advisers build businesses that remain successful no matter which challenge is thrown at them. We are committed to uncover the best insights from our clients and industry trends internationally so that we can adapt and respond to your needs in a today’s shifting landscape.
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Our Value
Practice101 is the passionate result of an ongoing vision that our team has to assist financial advisers in taking their practices and the levels of their client advice and service to new heights.
We believe we can provide you with an unbiased and cost-effective approach to creating a successful business improvement plan with clear action steps. Our solutions will help you develop an in-depth assessment of your practice, actionable reports, and what steps, if any, that may be needed to improve or develop areas identified.
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How We Work
We want to get to know you, and we take the time to listen so that we can better understand what you and your firm. We will examine where you are coming from, where you want to go, what is working, and what is not.
We are here to help you deliver business planning strategies and client engagement services that meet your goals.
Let’s have a conversation!
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Johann Maree
Johann has 30 years of experience working with financial advisers in practice management, professional development and compliance roles in South Africa and Australia.
He is passionate about integrating the disciplines of adviser business strategy, operational efficiency, financial planning and values-based client engagement in advice businesses. To this end Johann has trained with George Kinder and Carol Anderson, the pioneers of Life Planning in the USA and has also worked with Australian Business Training on the Psychology of Client Decision Making.
Johann has held senior management positions in Professional Development, Wealth Management and Practice Management and was also an owner/director of his own practice management consultancy for 7 years.
He has an LLB degree, is a Certified Behavioural Financial Adviser (USA), holds an Advanced Diploma in Financial Planning and a Certificate IV in Compliance and Risk Management. He has also co-authored two books on the Business of Financial Advice.
Johann enjoys cycling and fishing and conjuring up magic meals on the family BBQ over the weekend.
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Marius Vermeulen
Marius has a post-graduate management diploma from Wits Business School and specialises in streamlining business systems and processes.
Marius has been developing software and complex information management systems since 1993. He has also acted as a consultant to large financial services companies. In 1999 Marius started his own business where he was actively involved in developing software, creating management information systems and financial planning software. Some of which have been used by award winning financial planners.
He was also the co-founder of a Financial Planning Software business which was sold to a large Insurance company in 2013. Since then, he has been involved in building online solutions for Investment Firms and Financial Advisers.
Marius skillset also saw him work as Managing Director of an Underwriting firm until he was persuaded to join the AstuteWheel team in 2022
Marius enjoys his family, dogs, cat, a few pet rabbits and cricket. On a weekend, he says, there is nothing better than standing over the coals and preparing a meal for his family.
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Hans Egger
Hans Egger became a fully qualified financial planner in 1998, starting his own practice in 2001. With his background in management consulting and marketing, Hans identified the financial planning industry lacked efficient and professional client engagement processes to effectively educate, engage and empower clients to make financial decisions.
Over 14 years he built his financial planning practice into a successful business based in North Sydney, only selling it to focus full time on developing the AstuteWheel business.
Hans started building visual presentations and interactive tools in-house and using them with his own clients before teaming up with Michael Topper and Andrew Wardle to develop AstuteWheel’s ground-breaking on-line client engagement platforms of Astute Financial Planner and Astute Estate Planner.
Prior to joining the financial planning industry Hans Egger gained valuable experience as a Management Consultant with Price Waterhouse Urwick and as National Marketing Manager for Australian Associated Press (AAP) in its Information Services and Financial Services departments.
Hans holds a Bachelor of Business (Marketing), the Graduate Diploma in Applied Finance, the Graduate Diploma in Financial Planning and Certificate IV in Mortgage Lending. He is a Certified Financial Planner (CFP) and is a current member of the FPA, AFA and FINSIA.
Hans is currently studying the Doctorate of Business Administration.
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Michael Topper
Michael Topper has extensive experience in the areas of marketing, sales and general management, gained thirty years of business experience that crosses countries as well as industries, having worked in South Africa, New Zealand and Australia.
As well as having a Doctorate in Professional Studies, Michael is a Chartered Accountant and has a MBA in International Business and Marketing. Working with financial planning business owners to achieve profit improvement gave him insight into the need for tools to help advisers demonstrate value, generate sales, client engagement systems, streamlined processes and efficiencies.
Michael has marketing, sales, accounting and general management experience holding senior positions in the airline, marketing, broadcasting, financial services and accounting industries.
Marketing Consultant, Genesys Wealth Advisers
Chartered Accountant, KPMG
Director of Marketing, Air New Zealand (Australia)
Finance Manager, Radio and TV
General Manager, Pinpoint Marketing
Michael’s Clients have included companies like: Qantas, Westpac, Dymocks Booksellers, Australian Pharmaceutical Industries (API) and Guardian Pharmacies
Michael is married to Sally and is the proud father of Courtney and Madison and loves fishing and hunting, always happy to get mud on the 4WD.
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By using our site you agree to the following Privacy Policy and Terms and Conditions:
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Our Privacy Policy
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Terms and Conditions
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Practice One 01 respects your right to privacy and is committed to safeguarding the privacy of our customers and website visitors. We adhere to the Australian Privacy Principles contained in the Privacy Act 1988 (Cth). This policy sets out how we collect and treat your personal information. "Personal information" is information we hold which is identifiable as being about you. Practice One 01 will, from time to time, receive and store personal information you enter onto our website, provided to us directly or given to us in other forms.
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Your access to and use of the Service is conditioned on your acceptance of and compliance with these Terms. These Terms apply to all visitors, users and others who access or use the Service. By accessing or using the Service you agree to be bound by these Terms. If you disagree with any part of the terms, then you may not access the Service.
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